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  • Fremont Group - Customer Success Story (Chuck Lesem - Director of Planning and Treasury)
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  • Black Diamond Wealth Platform
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    4.8 / 5.0
    Customer References 56 total
    About

    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 …

  • CircleBlack
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    4.8 / 5.0
    Customer References 21 total
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    CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time …

  • Orion
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    4.8 / 5.0
    Customer References 20 total
    About

    Orion is a wealthtech company delivering an integrated suite of connected investment and advisory technology solutions for financial advisors on an open architecture platform, including CRM and related workflow tools.

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