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  • Envestnet | MoneyGuide
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    4.8 / 5.0
    Customer References 7 total
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    Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission …

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  • Asset-Map
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    4.7 / 5.0
    Customer References 31 total
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    Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that …

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  • Adexa, Inc.
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    4.8 / 5.0
    Customer References 117 total
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    Adexa, Inc. is the premier AI-powered enterprise business planning solutions that perform both S&OP and S&OE in a unified data model. The latter enables strategic planning, financial planning and supply …

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