Testimonials

"To really maximize the value of our XCM investment, we knew we needed to assess and adapt our workflows for the digital environment, so we engaged XCM's consulting services prior to implementation. RAFFA employs more than 160 people and has a dedicated operations team with many talented business re-engineers. But, having someone outside the firm who's both knowledgeable about the various aspects of firm operations and the XCM software work with us was worth its weight in gold."

Charlie Spring
Chief Technology Officer
RAFFA

 

Upcoming Events

AICPA Conf on Tax Strategies for the High Net Worth Individual
5/19/2014 Register For Event >
2014 XCM User Conference
6/4/2014 Register For Event >
2014 Practitioners Symposium & Tech+ Conference
6/9/2014 Register For Event >