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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 …
"The Black Diamond Implementation team delivered on a very difficult data project, getting years of performance rebuilt. The entire transition was well coordinated and expectations well communicated."
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, …
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