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Planisware Case Studies

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  • Reference Rating
    4.7 / 5.0
    Customer References48 total
    About

    Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.

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    4.7 / 5.0
    Customer References392 total
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    Planview enables organizations to get the most out of their resources and achieve their goals. They are the global leader in work and resource management, with the industry’s most comprehensive portfolio of solutions for strategic planning, portfolio and resource management, product innovation, capability and technology management, and collaborative work management. Their solutions span every class of work, resource, and organization; addressing the needs of teams, departments, and entire organizations, from the mid-market to global enterprises. Headquartered in Austin, Texas, their 700 employees serve more than 3,000 enterprise customers worldwide through a culture of product leadership, deep market expertise and highly engaged customer communities.

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    4.7 / 5.0
    Customer References108 total
    About

    Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. Leading companies use Totango to reduce churn, grow predictable revenue, and maximize customer value over time.

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