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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Portfolio Solutions – Service excellence backed by technology
Tagged with: advisors, advisory, asset management, black diamond, Black Diamond Wealth Platform, client portal, investing, portfolio management, Portfolio Solutions, RIA, scalability, scale, technology, trading, trading operations
Posted in Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning
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…
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…
Tagged with: advisory, client communication, portfolio management, scalability, scale, technology, VIX, volatile market
Posted in Advisors, Technology, Trading, Wealth Management and Financial Planning
Posted in Advisors, Technology, Trading, Wealth Management and Financial Planning
More radical restructurings key to banks’ future profitability
“The first cut is the deepest,” according to the Cat Stevens song. But not, it seems, when it comes to the world’s banks. After years of reviews, reorganizations and refocusing—during which banks have revamped business models and taken a scythe…
Outsourcing Under the Microscope
Wealth managers have been progressively outsourcing a variety of (predominantly middle- and back-office) processes and services for years. The increasing regulatory burden and rising cost pressures have been particular spurs. But in the latest WealthBriefing/SS&C Advent Technology & Operations Trends…
Tagged with: operations, Outsourcing, regulations, scalability, SS&C Advent, technology, wealth managers
Posted in Advent Software, Advisors, Asset Managers, Technology, Wealth Management
Posted in Advent Software, Advisors, Asset Managers, Technology, Wealth Management
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