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Integrations: 1
Partnership: 0
Ivalua is a global provider of spend management solutions. Ivalua’s cloud-based software is used by procurement and finance organizations in...
Integrations: 0
Partnership: 0
Vista Consulting Group (VCG) is the dedicated consulting partner of Vista Equity Partners, a leading global technology investor. Our team...
Integrations: 0
Partnership: 0
Hilco Global is the leading international financial services company having completed billions of dollars of transactions around the world. Through...
Integrations: 1
Partnership: 0
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Its reporting solutions...
Integrations: 26
Partnership: 0
FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client...
Integrations: 2
Partnership: 0
Fortigent is a wealth management platform for financial professionals targeting high-net-worth families. Services include a comprehensive investment platform with particular...
Integrations: 25
Partnership: 0
Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...
Integrations: 26
Partnership: 0
Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...
Integrations: 2
Partnership: 0
PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different...
Integrations: 0
Partnership: 0
Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to...
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