BOX.com - INSART

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BOX.com

Content Management, Content Management, Document Management, Document Management

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About

Box is a popular cloud-based, file sharing solution, designed for use by enterprises to store business documentation and collaborate on projects. The Box solution features secure access to manage and share documents across a range of platforms and devices.

Contacts

https://www.box.com/

https://www.facebook.com/box

https://www.linkedin.com/company/box/

https://twitter.com/box

Products / Services

Content Management
Security
Compliance
Seamless Collaboration
Budget Management
Contract Management

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 26

Partnership: 0

FinFolio

Billing, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client...

Integrations: 26

Partnership: 0

Envestnet | Tamarac

Billing, CRM, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 43

Partnership: 0

Practifi

Analytics, Broker-Dealer Platforms, CRM, Marketing

Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...

Integrations: 42

Partnership: 0

Wealthbox

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Integrations: 26

Partnership: 0

eMoney Advisor | Fidelity Investments

Account Aggregation, Analytics, Financial Planning, Retirement Planning, Tax Planning

eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Partnership

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