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"Most of the acquisitions we had made didn’t come with a lot of technology infrastructure, so we were dealing with different entities and trying to track data from multiple sources, including custodians, IRAs at Trust companies, and our clearing firm. It was starting to get out of control, so we …
"To deliver on our business vision, we needed to build our technology stack from scratch, so we spent a lot of time researching and conducting due diligence of the various providers. It was that effort and focus that brought us to Black Diamond."
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, …
InvestCloud is California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. They create beautifully designed client experiences and intuitive operations solutions using their ever-expanding …
Reflex Arc is Creating interesting, inspirational and educational experiences using immersive technology. Working in partnership with organisations, brands and artists they create award winning experiences from games to installations and …
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