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“Our goal was to offer our clients a simple and seamless client portal. CircleBlack also has great reporting technology, which is helpful to illustrate asset allocation, performance, sector breakdowns, risk analysis, etc. with our clients.”
“Cole understands software much better than I do. His background in this area is far superior to mine. So, his first project was to develop a technology platform that could help service and grow our business into the future, as well as assist our clients with their needs and desires.”
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, …
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …
DIGIS (formerly Do IT Programming Solutions) is an international software development company founded to help businesses, which operate in Fintech, Healthcare and Life Sciences, Travel and Entertainment, Human Resources, Media …
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