Blog Archives

Recap of the newest releases – 17.1

17.1 Releases of APX and Geneva: Take a Closer Look By now, you’re probably aware of the first releases of 2017 to our core solutions. Many of the enhancements included in these updates come directly from conversations with clients or

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Posted in Product News

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

Five ways tech can help your firm manage through a volatile market

Is uncertainty back in the market? If the VIX is any indicator, the answer is yes. In one day last week, the VIX, a measure of implied volatility, spiked nearly 40%.  Whether volatility is here to stay or planning to

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Posted in Advisors, Technology, Trading, Wealth Management and Financial Planning

World-class technology holds the key to Saudi Arabia’s successful transformation

As we discussed in our previous blog posts (“The transformation of Saudi Arabia” and “IPOs, PIF and PPPs: It All Spells Opportunities for Financial Institutions”), the Saudi government is responding to its over-reliance on hydrocarbons and what has been a

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Posted in EMEA, Global, Technology, 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

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