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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.
KiBiz Systems creates customized business solutions that serve the needs of a wide variety of businesses. Streamline your Business for Higher Performance through Database Automation. They are committed to finding ways to make your business run more effectively, with faster, better, more reliable business systems. They can strengthen your informational infrastructure to provide a more solid foundation from which your business can grow and prosper. They study your work flow and business processes to discover new ways to better serve your customers, interact with your vendors, and coordinate amongst your staff. The key to these relationships is how information is shared in a timely, focused and controlled manner. A multi-user database in which all information is accessible based on assigned privileges enables your staff to be better equipped to fulfill the requests of your customers, and communicate with your vendors what your business needs are.
Traction Complete develops software that enhances the native capabilities and functionality of Salesforce, with a complete suite of solutions for effortless account hierarchies and simplified, seamless lead management. On a mission to empower go-to-market leaders everywhere to transform revenue operations in Salesforce.
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