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More than a portal: An experience

Technology is continually advancing and the expectations of users— including investors— are moving forward at a rapid pace. Investors are comparing their financial technology to their social media and music streaming experiences and they expect you to understand— and predict—

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Posted in Technology, Uncategorized

Does your client portal stand up to the best?

Across the industry, a lot of focus is being applied to client portals. Advisors have a lot of choice, whether it’s to use a portal native to their custodian or portfolio accounting solution, such as Black Diamond® wealth platform. Most

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Posted in Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

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