Financial Advisory Practice
Platforms for managing financial advisory firm operations including client portfolios and compliance.
18
Total Listings
0
Subcategories
18
Verified
0
Active Deals
KareoVerified
Healthcare Analytics
Kareo (Tebra) provides EHR, practice management, billing, and patient engagement solutions for independent medical prac...
View ProfileCosmoLexVerified
Travel and Expense
CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and tru...
View ProfileAGRIVIVerified
Optical Practice Management
AGRIVI provides farm management and agribusiness intelligence software with crop planning, monitoring, analytics, and c...
View ProfileAdvancedMDVerified
Optical Practice Management
AdvancedMD provides cloud-based practice management, EHR, medical billing, and patient experience tools for medical pra...
View ProfileTraction AgVerified
Farm Management Software
Traction Ag provides farm-specific accounting and financial management software that helps farmers track profitability...
View ProfileAderantVerified
Focus Time Management
Aderant provides enterprise legal billing, time tracking, and financial management software for large law firms with ad...
View ProfileMyCaseVerified
Document Management
MyCase is a cloud-based legal practice management platform with built-in CRM, billing, client communication, and docume...
View ProfileXero Practice ManagerVerified
Financial Close Management
PilotVerified
Accounting Software
Pilot provides bookkeeping, tax preparation, and CFO advisory services for startups and growing businesses, combining t...
View ProfileCovetrus PulseVerified
Office Supply Management
Covetrus provides practice management, prescription management, and financial services technology for veterinary practi...
View ProfileTimeSolvVerified
Legal Billing
TimeSolv is a cloud-based legal billing and time tracking platform designed for law firms and professional services wit...
View ProfileKareo PracticeVerified
Healthcare Analytics
Kareo (now Tebra) provides cloud-based practice management, EHR, and billing software designed specifically for indepen...
View ProfileDentrixVerified
Patient Communication Platforms
Dentrix by Henry Schein is the leading dental practice management software handling scheduling, clinical charting, bill...
View ProfileAdvancedMD PracticeVerified
Healthcare Analytics
AdvancedMD provides cloud-based practice management, EHR, and revenue cycle management software for medical practices a...
View ProfileBill4TimeVerified
Optical Practice Management
Bill4Time is a dedicated legal billing and time tracking platform for law firms with trust accounting, invoicing, and c...
View ProfileRocket MatterVerified
Legal Billing
Rocket Matter is a legal practice management and billing platform providing matter management, time tracking, invoicing...
View ProfileBloomberg LawVerified
Content Intelligence
Bloomberg Law combines comprehensive legal research with business intelligence, news, and financial data for legal prof...
View ProfileOracle NetSuiteVerified
Nonprofit Donor Management
Oracle NetSuite is a cloud-based ERP platform that provides financials, CRM, inventory management, e-commerce, and HR c...
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