Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing
clients with a high level of care and attention. They examine and evaluate each client’s entire financial
picture, offer prompt responses to their questions, and present customized solutions that always put
their interests before their own.
Demographics
- Industry | Financial Services
- Headquarters | Boston, MA
- Founded | 1983
- Employees | 200+
- Existing ERP | QuickBooks
- Other Systems | SFDC, Airbase, ADP, Stripe
NetSuite Solution
- NetSuite | Financials First Premium
- Modules | Financials, Procure to Pay
- Interfaces | Banking, ADP, Airbase, Stripe,
Tamarac
Sales Team
- NetSuite | Blake Naivar, Bryan Daley
- Caravel | Corey Ruane, Rob Cupka
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Modera Wealth Management will Deploy NetSuite in a multi-phase approach with core functionality going live in 3 to 4 months, and integrating with various 3rd party systems.
