Blog Archives

Data aggregation: Part art, part science

Data aggregation has never been more important than it is today for buy side firms.   Whether you are reconciling back to your counterparties, preparing performance reports for your clients or considering how to meet existing and approaching industry regulations, post-trade

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Posted in Traditional and Alternative Asset Management

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

Advisor Technology Spending Continues

In a previous blog post about the recently held Technology Tools for Today (T3) conference, we highlighted that advisor technology remains hot driven by continued innovation from emerging technologies and the rush by advisors to enhance the client experience. Findings

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

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