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"By leveraging Black Diamond technology, the portal, and the mobile app, we have been able to grow, adding dozens of new clients every year without having to increase staff. To us, that is true scalability."
"Black Diamond makes it very easy to explain a portfolio to clients and verify their allocation. Particularly with prospects, with just a few clicks, we can show their exposure to the markets, their timeframes and how the broadly diversified portfolios that we deploy will better meet their goals and objectives."
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, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.
Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned.
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
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