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  • Holistiplan
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    Customer References 2 total
    About

    Holistiplan is an end to end tax planning tool for financial advisors. Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report …

  • FINCAD
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    Customer References 74 total
    About

    FINCAD is the leading provider of integrated multi-asset portfolio and risk management solutions. Since 1990, their industry standard models, flexible architecture and patented technology have enabled global financial firms to …

  • insightsoftware
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    4.8 / 5.0
    Customer References 954 total
    About

    insightsoftware is on a mission to help companies turn their financial & operational data into better business outcomes that drive growth and ROI. Through their innovative, turn-key reporting and performance …