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  • Addepar
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    4.7 / 5.0
    Customer References 103 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
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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 …

  • Shareworks
    Reference Rating
    4.8 / 5.0
    Customer References 11 total
    About

    Shareworks Combining cutting-edge technology with outstanding client service and premier wealth management capabilities, Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees …