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  • Dynasty Financial Partners - Customer Success Story (Shirl Penney - President, Chief Executive Officer)
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    Shirl Penney President, Chief Executive Officer
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  • Black Diamond Wealth Platform
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    4.8 / 5.0
    Customer References 56 total
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    Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an …

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  • DPL Financial Partners
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    4.8 / 5.0
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    DPL Financial Partners is the first and leading Turnkey Insurance Management Platform for RIAs, providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. With DPL, …

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  • NeoXam
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    4.8 / 5.0
    Customer References 17 total
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    NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success, delivering reliable and scalable solutions, …

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