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  • 4.8 / 5.0 (1353)
    17+ References
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Wealthbox Case Studies

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  • Practifi
    Reference Rating
    4.8 / 5.0
    Customer References 17 total
    About

    Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …

  • Orion
    Reference Rating
    4.8 / 5.0
    Customer References 20 total
    About

    Orion is a wealthtech company delivering an integrated suite of connected investment and advisory technology solutions for financial advisors on an open architecture platform, including CRM and related workflow tools.

  • Miles Software Solutions
    Reference Rating
    4.8 / 5.0
    Customer References 27 total
    About

    Miles Software is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in 1999 with a vision to be a techno-business partner delivering excellence and …