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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.

  • Masttro
    Reference Rating
    4.8 / 5.0
    Customer References 13 total
    About

    Masttro is the WealthData Company. Masttro aggregates, analyzes and reports your total net worth. It ingests all structured and unstructured data including illiquid and liquid investments, liabilities and passion assets …

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