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RightCapital’s modern design and ease of use allows advisors to cut down the time and cost of creating plans and focus on interaction with their clients. RightCapital supports comprehensive financial planning including industry-leading tax planning capabilities such as Roth IRA conversions and tax-efficient retirement distributions. PractiFI is the business management platform for financial advice, retirement and insurance. It provides a single source of truth for client information and allows advisors to run their business in the cloud, automate processes, integrate point solutions and engage more meaningfully with customers. HiddenLevers provides the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere.
SS&C Advent joined forces with DPL Financial Partners to form the Advent Insurance Marketplace Powered by DPL . The groundbreaking platform provides SS&C Advent advisors, such as those using the Black Diamond® Wealth Platform, direct, no-cost access to insurance offerings through integration with DPL’s market-leading fee-only insurance technology. The complete end-to-end integrated experience means advisors can advise on insurance policies alongside other investments, strengthening the financial planning conversation and the advisor-client relationship.
Wealthbox is an easy-to-use, full-featured CRM product tailored for financial advisors. Features include contact management, email, tasks, calendars, automated workflows, industry integrations, and more. Wealthbox is a web-and-mobile CRM product for financial advisors to manage client relationships. Unlike traditional risk tolerance assessment tools which focus primarily on the client’s personality, Tolerisk® measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. A finalist in the 2017 XYPN Fintech Competition, Tolerisk was also lauded by Wealthmanagement.com as 1 of 6 technologies advisors needed to see following Finovate Fall 2018. Our only job is to make it easier for RIAs to serve the best interests of their clients, build businesses on their own terms, and create fulfilling lives that impact communities.
We know that Schwab’s technologies are only a part of the complex ecosystem you rely on every day, so our digital tools are designed to work seamlessly with your third-party solutions to help streamline your end-to-end processes. Advisors differentiate their offering by showing portfolio risks prospects did not know about. You can then optimize investor’s risk profile using Portfolio Crash Testing optimizer. PCT is the only tool for advisors that is based on top mathematical methodology from the research team who won 2015 Peter L. Bernstein Award for top research study.
Asset-Map™ is an interactive visual experience used by thousands of financial professionals to help their clients gain a better understanding of their financial situation and make more informed financial decisions. It focuses on the entire household and how those decisions impact each other, in addition to sharing how funded someone is for their financial priorities in real-time. Through this integration, Black Diamond clients can access Andes’ advanced portfolio analytics and risk visualization to drive meaningful conversations and deepen the advisor-investor relationship. ACA Group (“ACA”) offers Global Investment Performance Standards (GIPS®) verification and consulting services to investment managers around the world. ACA is the largest team of professionals solely dedicated to GIPS standards verification and related services globally. Generate various insightful reports and customize them to see the numbers that are most important to you.
TRX positions clients to make more money by increasing gross and net returns by reducing taxes permanently through tRx’s location optimization and short-term gain avoidance. Advisors can dramatically reduce clients’ tax bills instantly with tax loss harvesting and tRx’s exclusive capital gain distribution avoidance function. And, it’s easy to demonstrate the tax savings to clients with custom benefit reports. Totum’s AI capabilities continuously update the risk capacity score based on a person or household’s life situation… similar to a credit score. By integrating with the technology you already use, our platform helps you get the most out of your current investment. Veo Open Access saves you time and money by encouraging seamless data sharing throughout the fintech industry.
SS&C GlobeOp, a division of SS&C Technologies, is the world’s largest fund administrator with core competencies in hedge funds, private equity, funds of funds, managed accounts and more. LifeYield’s Proposal Advantage Suite® allows you to join over 20,000 advisors in creating tax-smart proposals that illustrates the Taxficient Score®, quantify the value of your advice and show how to optimally implement the recommendations. Asset-Map™ integrates with the unique Relationship Timeline feature in Black Diamond’s Client Experience portal. Advisors using both systems can share Asset-Maps with clients on the Relationship Timeline web feed. View your clients’ financial information in Salesforce Financial Services Cloud – in the office or on the road.
RCI serves broker-dealers, enterprises, RIAs, and asset management clients around the world. AlphaCore teamed up with global investment banks to bring a simple interface to sophisticated technology, eliminating the steep learning curve, dedicated staff, and cost prohibitive nature of other risk analytic tools. FactorE fully integrates with Black Diamond Wealth Platform and allows you to build portfolios, understand risks, compare assets or accounts between each other, and print a report to share with clients.
Scaling and performance are at the forefront of RedBlack products and its open architecture provides integration with all leading custodians, broker dealers, and portfolio management systems. Advent’s data integration with ACA’s compliance tool enables clients to directly link Axys and APX reporting to the GIPS standards verification process. Required data is delivered directly to ACA saving time, improving accounting accuracy, and promoting better client service. Totum’s frontend is user-friendly and its backend uses AI, block chain technology, and quantitative models based on academic algorithms to score risk capacity, risk preference, and the client’s current portfolio. The information is presented in a format that makes it easy for advisors to review with their clients and make accurate portfolio selections. Timeline is the next-gen retirement income software used by financial planners to illustrate, create and manage sustainable withdrawal strategy for their clients.
Kwanti analytics are used daily by hundreds of firms to manage model portfolios, analyze existing client portfolios and generate proposals for prospects. Advent’s data integration with Chicago Clearing Corp. enables clients to directly link data from ANY Advent portfolio accounting system to the security settlement recovery process. Jeffrey Yanover joined the Firm in 2017 and currently serves as a research analyst in CRM’s investment group focusing on the consumer, healthcare, and industrial sectors. Most recently, he spent six years at Clovis Capital Management as a senior analyst covering the industrial and healthcare sectors. Previously, Jeff was an analyst at Lord Abbett, Arience Capital, and Savannah-Baltimore Capital.
RedBlack enables advisors to continuously monitor accounts and households, proactively rebalance in anticipation of market changes, trade rapidly, and respond to client needs. Automation of the rebalancing and trading workflow results in a scalable and more profitable practice and permits advisors to spend more time with clients and prospects. ICE Data Services is a global leader in market data, analytics and connectivity solutions.
This means end clients benefit form products that offer competitive pricing and fiduciary implementation rather than commissioned, sales-drive ones. The Act Analytics ESG Platform is the only integrated service on the Black Diamond® Wealth Platform wholly dedicated to ESG investing. The integration gives advisors easy access to an end-to-end solution that helps them talk to their clients about sustainability, build values-aligned portfolios, and report on the ESG metrics that matter. Thad joined the Firm in 2003 and is a portfolio manager on CRM Small/Mid Cap Value and CRM Mid Cap Value and a senior research analyst in CRM’s investment group covering the healthcare, industrials, and consumer sectors.
Bianca joined CRM in 2000 and is responsible for supporting CRM’s portfolio management team and trading desk. Bianca attended Queensborough Community College where she earned an AAS in Computer Information Systems. Working together, InnoTrust and Black Diamond offer firms end-to-end, trust-enabled wealth management capabilities. InnoTrust uses a leading edge multi-tier design structure, which provides greater security and design flexibility than other applications. SS&C Innovest‘s unique development methodology enables the development and roll out of new functionality or the enhancement of existing capabilities more rapidly than other designs can.
Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide. Canoe Intelligence is a purpose-built technology that allows advisors to unlock alternative investment data for streamlined client reporting. Canoe eliminates manual document management and data entry allowing advisors to reimagine operational workflows, refocus capital and human resources on business performance and growth. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of unstructured reporting documents into structured data within Black Diamond. Beginning in 2013 within a private investment firm, Canoe’s machine learning and AI-driven platform is now relied upon by hundreds of advisors, wealth managers, institutional investors, service providers, family offices, and allocators.
That means non-stop innovation so they have access to the most award-winning tech available. It means relationship-based service that puts advisors first and is obsessive about getting it right. And it means advocating https://xcritical.com/ for advisors in Washington, to investors, and to a young, diverse talent pool to bring them into the RIA ranks. StratiFi is a one-stop shop risk-analysis and compliance solution for wealth management firms.
Sanfrix’s brokerage solutions are used by several small and medium forex brokerages worldwide. They recognize how some of the key features of our products help them achieve a sustainable and progressive growth along with happy customers. The Sanfrix Forex CRM can be seamlessly integrated with MT4/MT5 trading platforms in addition to our mobile and web trading platforms. This lets you gain full access to all trading information such as customer balances, withdrawals, deposits, and other risk indicators. Fulfill all your KYC, AML and other compliance needs by collecting customer documents and storing them in your Forex CRM. Thereafter, automate all approval processes by delegating these tasks to your compliance team. The entire customer onboarding and account opening process can be simplified with the Sanfrix Forex CRM since it’s directly integrated with the client cabinet or the trader’s room leaving no holes in the system.
LifeYield is the leading fintech solution that enables advisors to provide tax-smart & risk-smart management of an investor’s entire portfolio so they can make more and keep more. LifeYield’s Taxficient Score®, Income Advantage® and Social Security Advantage® differentiate advisors by showing investors optimal tax strategies to help investors improve after-tax returns by 1-2% per year. Stay ahead of global market trends, access extensive company and industry intelligence, and monitor portfolio performance with FactSet’s desktop analytics, mobile applications, and comprehensive data. DPL Financial Partners is the first and leading RIA turnkey insurance management platform that brings commission-free insurance solutions from a variety of the nation’s top carriers to RIA practices.
No matter the type of investor, CCC brings to bear its considerable and extraordinary experience to aggressively retrieve every dime owed the harmed investor. To date, CCC has recovered over $130 million for over 1,150 clients representing 2 million individual accounts. LifeYield integrates with Black Diamond by using reconciled accounts, holdings, classes, segments, and tax lot data to create a Taxficient Score® and for use in LifeYield Portfolio Advantage® and Income Advantage® offerings. With Kwanti/Black Diamond® integration, client position data can be imported and updated automatically into Kwanti analytics.
The company sources and rates investments according to the ESG criteria that are specific to the individual investor, delivering highly relevant and personalized insights. With full coverage of a global universe of companies and funds and a suite of tools ranging from portfolio construction to practice management, Act Analytics helps advisors deliver portfolios to their clients that truly reflect their values. Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform. It empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly. Jason joined the Firm in 2015 and currently serves as a portfolio manager on CRM Long/Short Opportunities and senior research analyst covering industrials, TMT, and consumer sectors in CRM’s investment group.
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— William R. Moore (@EdgeTrader) April 18, 2022
By leveraging Black Diamond reporting partnered with SMArtX’s extensive platform, the combined solution delivers a managed account experience like no other. Whether you’re an existing or aspiring forex broker who’d like to offer the MT4 trading platform, we offer is a 360 degree front end and back office solutions. Built specifically for forex brokers, this powerful yet intuitive platform can manage all the operational activities. Right from registering new leads, tracking demo applications, IB administrations to processing deposits, withdrawals, and KYC, this Forex CRM tool does it all, and very efficiently. TRX is loaded with tax efficiencies, quality control measures, and customizable features to match your firm’s intricacies and your clients’ varied needs. Black Diamond clients can start stress testing accounts quickly with the automated HiddenLevers integration.
The groundbreaking platform provides advisors using an SS&C Advent advisory solution, such as the Black Diamond® Wealth Platform, direct, no-cost access to discover, implement, bill, and report on fee-only insurance and annuity solutions for their clients. Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management , compliant text messaging solutions , paperless office, and email Trading CRM for Your Business to Work archiving solutions in the financial services industry. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning’s RIA survey.
It automatically aggregates and analyzes data to support a firm’s mandated regulatory or internal oversight initiatives. And, the Black Diamond integration ensures that each day data such as transactions, orders, account activity, and holdings securely transmit to RCI for automatic and detailed surveillance. Smart RIA’s award-winning software is used by over 1,000 firms across the US to simplify their compliance responsibilities. Features include compliance surveillance for large firms, alerts for trade inactivity, portfolio variance, high cash balance, personal trade monitoring, and more. Smart RIA integrates with Black Diamond to import your custodial data for compliance-related client account alerts and personal trade monitoring.
Mimi Morris joined the Firm in 2010 and is a portfolio manager on CRM Long/Short Opportunities and a senior research analyst covering the consumer sectors in CRM’s investment group. Prior to CRM, Mimi was a Director at Telsey Advisory Group where she was an equity analyst and consultant. She has additional financial experience from Merrill Lynch, Columbia House Company, and Donaldson, Lufkin, and Jenrette. She received a BA from Williams College and an MBA from Columbia Business School.
At the heart, is a multi-factor model that provides Bullish to Bearish ratings on stocks and ETFs. The service provides Advisors with tools to quickly evaluate a stock or a portfolio. With Canoe, you can drastically reduce the time spent on managing data from reporting documents and increase your operational efficiency and reporting turnaround time. It also has a special tool to help better protect baby boomer clients and better manage the generational wealth transfer. An automated data feed of selected insurance holdings so the values can be included in client reporting and billed AUM. No-cost access to the platform because DPL’s membership fee is waived for all Advent advisors who use Black Diamond, APX, or Axys.
