The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
The Black Diamond Rebalancer offers notifications on drift, portfolio cash needs and tax loss harvesting opportunities. The new capability offers N-tier modeling that enables advisors to manage models that can serve as building blocks when creating client investment strategies
ACM’s compliance management platform makes it easy to monitor offices, facilitate communication, meet regulatory requirements, build and maintain a library of documentation, track workflow, map risk, and complete post-trade compliance testing and reporting.
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
RightCapital's innovative financial planning solution allows financial advisors to:
• Differentiate their value for more clients.
• Create a simple plan in as little as 10 minutes.
• Empower themselves to evolve with planning needs.
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
Skience powered by The Athene Group, is an industry-leading digital transformation platform for broker-dealers and RIAs that provides wealth managers with an efficient way to unify their technology, increase back-office and advisor productivity,
SMArtX Advisory Solutions is an award winning turnkey asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure.
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
Open to forming a new partnership? Contact email@example.com and we’ll help you facilitate integrations that will grow your business.
Get instant integration assistance
It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.
Thank you for the quote!
We will get back to you within 24 hours.