Blog Archives

Recap: The 2017 Pershing INSITE Conference

Continuing the industry’s focus on technology to help advisors run a better business, Pershing’s INSITE conference last week in sunny San Diego took that theme to the next level with the launch of its new “Integrated Wealth Experience” initiative.

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Posted in Technology

Portfolio Solutions – Service excellence backed by technology

Portfolio Solutions® is next in our series of profiles of Black Diamond® wealth platform clients who are building dynamic, growth-oriented businesses. Portfolio Solutions®, located near Detroit, Michigan, is rounding out its second decade in business on an upswing. Founded in

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

Building the Black Diamond community one hack at a time

“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” said Dave Welling Co-General Manager and head of Advisory, SS&C Advent.

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

The final mile of advisor technology

As advisor technology continues to grow and evolve with the latest technologies and innovation, advisors face a constant game of catch up. What was cutting-edge only a few years ago is now often a dated application that doesn’t integrate with

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

NorthRock Partners – In House Excellence

Kicking off the first in a series of profiles of Black Diamond clients, we were fortunate to be able to sit down with Brent Field, Chief Investment Officer for NorthRock Partners. Based in Minneapolis, MN, NorthRock oversees approximately $1 billion

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

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