"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."

"Particularly during the pandemic, we were all able to pick up our laptops, monitors, and immediately start working from home without interruption. We didn’t miss a beat since we’ve always believed the four corners of an office should not be a boundary on how we, as advisors, work with our …