Learn how exclusive platform partnerships break the integration mold and complement the Black Diamond experience. In a daily demand zone and a retracement + an interesting moving average on monthly. Checkout the tools & features that are essential to sustainable growth of a brokerage.
Our relationship with ACA spans over three types of GIPS compliance and verification services. Platform to offer traditional, alternative, and passive index investment strategies in a unified managed account structure. The flow of data we have is absolutely cutting edge, if there is a change, we only need to enter it one time and it gets updated across the platforms – everything talks to each other. We offer an array of customised solutions that can be tailored and built to your unique needs. Launch your own crypto exchange or crypto brokerage in the shortest possible time.
Scaling and performance are at the forefront of RedBlack products and its open architecture provides integration with all leading custodians, broker dealers, and portfolio management systems. Advent’s data integration with ACA’s compliance tool enables clients to directly link Axys and APX reporting to the GIPS standards verification process. Required data is delivered directly to ACA saving time, improving accounting accuracy, and promoting better client service. Totum’s frontend is user-friendly and its backend uses AI, block chain technology, and quantitative models based on academic algorithms to score risk capacity, risk preference, and the client’s current portfolio. The information is presented in a format that makes it easy for advisors to review with their clients and make accurate portfolio selections. Timeline is the next-gen retirement income software used by financial planners to illustrate, create and manage sustainable withdrawal strategy for their clients.
Rob joined the Firm in 2005 and he is a portfolio manager on CRM All Cap Value and a senior research analyst covering the energy and TMT sectors in CRM’s investment group. Previously, Rob worked at Copper Beech Capital Management, a long/short fund focusing on the technology sector. He has additional experience from CIBC World Markets, Donaldson, Lufkin & Jenrette, and Arthur Andersen & Company LLP. He received a BS from Fairfield University’s School of Business.
It’s used by advisers in the UK, US and other developed countries across the world. Timeline’s extensive empirical asset class and longevity data help financial advisers bring a client’s retirement journey to life and answer their big retirement income questions. The SS&C Risk & Compliance Intelligence Platform is a web-based account, portfolio, and transaction-monitoring platform specifically designed for compliance teams.
Create An Unparalleled Technology Ecosystem
Created in 2016 by Financial Advisors, Estate Planning Attorneys, CFP®’s and Insurance Professionals, Yourefolio has become the go-to estate and legacy planning software for those that provide estate planning in their suite of services. Plaid® is a data network that powers the tools millions of people rely on to live a healthier financial life. Plaid works with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers more than 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.
Through a combination of process automation and system integration, we help increase advisor productivity and client experience. Riskalyze is one of four Platform Partners to integrate with the Black Diamond® wealth platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, Riskalyze is firmly committed to providing resources to build deep two-way integrations with Black Diamond. Financial advisors can purchase Riskalyze directly from SS&C Advent and will receive Level 1 support from their regular Black Diamond service team. RightCapital provides a revolutionary financial planning tool that redefines the planning experience.
Sanfrix’s brokerage solutions are used by several small and medium forex brokerages worldwide. They recognize how some of the key features of our products help them achieve a sustainable and progressive growth along with happy customers. The Sanfrix Forex CRM can be seamlessly integrated with MT4/MT5 trading platforms in addition to our mobile and web trading platforms. This lets you gain full access to all trading information such as customer balances, withdrawals, Trading CRM for Your Business to Work deposits, and other risk indicators. Fulfill all your KYC, AML and other compliance needs by collecting customer documents and storing them in your Forex CRM. Thereafter, automate all approval processes by delegating these tasks to your compliance team. The entire customer onboarding and account opening process can be simplified with the Sanfrix Forex CRM since it’s directly integrated with the client cabinet or the trader’s room leaving no holes in the system.
IRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade, Inc. and Black Diamond are separate, unaffiliated companies and are not responsible for each others products, services or opinions.
Tyler Mixter, Research Analyst
And perhaps most importantly, it is scalable – individual client institutions managing millions of accounts and hundreds of thousands of transactions trust InnoTrust over any other application. Beyond RIA registration and compliance services, we often assist investment advisers with broader business decisions such as custodian and technology selection and many other considerations related to being an independent investment adviser. Libretto delivers a powerful advice platform built to manage wealth ranging from the least to the most complex.
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Skip the complex process of developing, testing and investing huge amount of time and money. Continuation of your use of our website confirms your agreement with the above statements and documents. XLR8 is the application that allows Financial Advisors and Wealth Managers to take full advantage of the Salesforce CRM platform, and now XLR8 and Black Diamond have built a data integration that brings 3 powerful systems together.
Lead Management & Customer
The result is a highly tailored solution for each client, enabled by a scalable process that addresses all client assets, liabilities, and objectives. Within seconds, a user can get a picture of the risk of an asset or an entire portfolio. With an enhanced understanding of risks, factorE can help you to better align your portfolios with your clients, enhancing your relationships. With over 10 years of development and refinement, our rebalancing software is the most powerful yet simple way to manage your client portfolios. Ascendant Compliance Management is a leader in the compliance and regulatory services industry, offering personalized comprehensive compliance services for firms in the U.S. and abroad. Through this relationship, we have developed seamless integration across Advent Portfolio Exchange and Axys.
Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community https://xcritical.com/ management, collaboration, industry-specific solutions, and salesforce platform. The company was founded by Marc Russell Benioff, Parker Harris, David Moellenhoff and Frank Dominguez in February 1999 and is headquartered in San Francisco, CA.
RedBlack’s modular rebalancing and trading platform is the most advanced and sophisticated product available in the market today. Customer-driven design, innovative technology and agile delivery are core to the RedBlack vision and ensure that its products continuously evolve to meet the demands of customers and the industry. An intuitive interface, tailored training, and unparalleled support realize a short learning curve and an immediate return on investment.
Tolerisk is leader in Fiduciary Caliber Risk Tolerance Assessment technology for Financial Advisors. Tolerisk is used by RIAs and Broker/Dealers in wealth management, financial planning, and employer sponsored retirement plans. Tolerisk provides a simple and flexible user interface, allowing advisors cloud-based access to a variety of solutions to fit each unique client, prospect, or plan participant’s needs and goals. Harnessing traditional fixed income mathematics, Tolerisk provides a deep analytical output expressed in an extremely simple and easy to understand format. Junxure Mobile provides secure, live web access to Junxure CRM, enabling firms to access information anywhere, anytime on a variety of mobile devices. Junxure focuses on customer experience and results, combined with the service and support of a team of experienced wealth management professionals, technologists and practice management experts.
ATOM Align is BlazePortfolio’s flagship product, delivering web-based portfolio modeling and trade order management to investment advisor, wealth management, trust, broker dealer, and multi-family office clients. ATOM Align streamlines the model rebalancing process and provides real-time electronic trading via FIX , trade compliance and block trade order management. Salentica® CRM provides a 360° view of your clients and prospects and is designed specifically for wealth management firms. As a full service CRM solution provider, Salentica helps clients with project management, data conversion, training, custom development and support.
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With our proprietary ﬁnancial planning process model and patented Comfort Zone® technology, our approach integrates and elevates the wealth experience to higher levels for ﬁnancial advisors and their investors. Totum is the only online risk tolerance solution that helps advisors understand how much risk their clients can take based on their life situation . With Totum, advisors can easily customize how they engage with their clients and have in-depth discussions about their Risk Preferences, Risk Capacity and Portfolio Risk.
Jeffrey Yanover, Research Analyst
AdvisorPeak was created to focus on institutional-grade portfolio management and trading software. AdvisorPeak offers all investment professionals the opportunity to utilize powerful portfolio management tools at an affordable price. Fidelity Clearing & Custody Solutions® provides advisors with comprehensive brokerage and investment product solutions via Wealthscape℠, the gateway to FCCS’s next generation technology platform. Wealthscape helps registered investment advisors, broker-dealers and family offices manage client portfolios, work more efficiently and meet the demands of today’s tech-savvy consumers by providing access to leading-edge technology tools and third-party integrations. Cheshire has been building financial planning solutions for more than 20 years, with a focus on independent planners who specialize in high-net-worth clients.
- SS&C Innovest‘s unique development methodology enables the development and roll out of new functionality or the enhancement of existing capabilities more rapidly than other designs can.
- The full delivery empowers advisors with a differentiated narrative that drives more wins, expands wallet share, and opens opportunities to move upmarket.
- Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management.
- With a seamless integration into the Black Diamond Wealth Platform’s Document Vault, the frictionless, two-way integration allows all files and folders to be visible and shareable across the two platforms.
- SS&C Advent joined forces with DPL Financial Partners to form the Advent Insurance Marketplace Powered by DPL .
Brian joined the Firm in 2005 and serves as the Firm’s Chief Investment Officer and was named co-CEO of CRM following the Firm’s buyback transaction completed on September 30, 2019. He maintains overall responsibility for the Firm’s investment team and the Firm’s management and strategic direction. Brian is also a co-portfolio manager of CRM Small Cap Value and a senior research analyst focusing on the financial and real estate sectors in CRM’s investment group. Brian also spent four years as an accountant in the financial services audit practice at KPMG LLP and earned his CPA designation. TRX offers tax sensitive rebalancing and trading tools for advisors to add capacity without adding employees. Our solutions allow advisors to focus their time on strategy , enhancing client relationships, and business growth.
Bernie joined the Firm in 2009 and his primary roles are as a portfolio manager of CRM Small Cap Value and senior research analyst focusing on the financial and real estate sectors in CRM’s investment group. Prior to BlackRock, Bernie covered financial services as an investment analyst at Morgan Stanley Investment Management and a credit analyst at JPMorgan Chase. He earned a BS from Brooklyn College and an MBA from New York University’s Leonard N. Stern School of Business.
Bernard C Frojmovich, Portfolio Manager
Libretto provides professional training, white-label advisor materials, and CIO augmentation to complement the technology. The full delivery empowers advisors with a differentiated narrative that drives more wins, expands wallet share, and opens opportunities to move upmarket. Black Diamond’s independent advisor and wealth manager clients, who use the InStream Solutions financial planning solution will now have access to customer data within InStream Solutions. The integrated portfolio and account data within InStream Solutions from the Black Diamond will help our mutual clients better communicate with their clients and efficiently run their practice. Salentica CRM is also integrated with Microsoft Outlook for easy activity history tracking. It enables entire enterprises to store their business critical content securely and centrally manage it in the cloud – making it easier than ever for everyone on a team to access, edit, comment and share any of the files in real time from any device.
Junxure is committed to delivering industry-leading CRM solutions with both installed software and via the cloud to help advisors improve service while enhancing profitability. AdvisorPeak, Inc. was founded by former investment advisors with the vision of bringing exceptional software to the financial services industry. Frustrated by the lack of intuitive trading and rebalancing software available to advisors, its founders developed their own solution to the problem.
With a seamless integration into the Black Diamond Wealth Platform’s Document Vault, the frictionless, two-way integration allows all files and folders to be visible and shareable across the two platforms. Thus, enabling an advisory firm to tailor their tech-stack to fit their unique needs, all from one comprehensive platform. Accelerize 360 is a Salesforce Partner specialized in client relationship management solutions for Wealth Management firms. Our experience in deploying Salesforce for RIAs gives us a unique and deep perspective on your needs.
RightCapital is an innovative Fintech firm focused on financial planning technology. Our technology platform empowers investment advisors to use sophisticated institutional risk metrics to analyze and visualize risk on a simple 1 to 10 scale and see if the portfolio’s risk truly aligns with the client’s risk tolerance. Our award-winning platform has been voted as the industry’s best risk-tolerance, client-profiling and compliance technology for financial advisors. The integration empowers financial advisors to offer better quality advice to their clients, with easy access to accurate portfolio data in a client context. Advisors will benefit from seamless synchronization of portfolio balances and information between the two platforms and increased visibility, enabling simple portfolio rebalancing and more. Act Analytics is an ESG ratings provider helping investors and their advisors bring transparency to sustainable investing.