Blog Archives

5 benefits of an integrated advisor desktop

According to a Financial Planning survey, the highest-income advisors tend to serve fewer – not more – clients. By having fewer clients, advisors can spend more time with each client to focus on deepening the relationship which creates loyalty and

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Posted in Technology

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

The Power of Black Diamond and Riskalyze Unveiled

  Over the weekend, our developers released a new native integration (Version 2.0) between Riskalyze and Black Diamond. We’ve been working with Riskalyze since last fall when we announced our partnership and an initial data-sharing integration. Since then, we set

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

MiFID II bans fees

The European PRIPs initiative, designed to raise and align retail investor protection standards across Europe, follows a two-pronged approach: 1. Rules on pre-contractual product disclosures, to help retail investors understand, compare and use the information provided about investments. 2. Rules

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Posted in Compliance, Global

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