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  • SS&C Advent
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    4.8 / 5.0
    Customer References 311 total
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    SS&C Advent, a business unit of SS&C Technologies, provides cutting-edge portfolio management and accounting solutions to global institutional asset and wealth management firms, enabling automation, risk mitigation, and future-focused strategies.

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  • Addepar
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    4.7 / 5.0
    Customer References 101 total
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    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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  • Black Diamond Wealth Platform
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    4.8 / 5.0
    Customer References 56 total
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    Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an …

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