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.

Tagged with: , , ,
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

Tagged with: , , , , , , , , , , , , , ,
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.

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

The future of financial advisor technology

One of the most critical issues to the competitive success of financial advisors is improving technology systems to serve more clients and manage digital information. Most advisors believe technology will have a profound effect on the way firms do business

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

It starts and ends with trust

In my role overseeing the Black Diamond Wealth Platform, I think a lot about how we can best help advisors succeed. We strongly believe that if we listen and take time to understand challenges and opportunities, then push ourselves to

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

Subscribe

Recent Tweets

Authors

Archives

Contact

If you have questions or would like to submit a topic you would like for us to consider covering, email us at social@advent.com.