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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 …
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …
NexJ Systems is a provider of Intelligent Customer Management solutions for the financial services industry. Individually, NexJ Systems’ award winning products use artificial intelligence to improve customer service and increase …
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