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  • Addepar
    Reference Rating
    4.7 / 5.0
    Customer References 95 total
    About

    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …

  • Black Diamond Wealth Platform
    Reference Rating
    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
    Reference Rating
    4.8 / 5.0
    Customer References 21 total
    About

    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 …

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