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Jul 9, 2019

Don’t miss early bird pricing for SS&C Deliver 2019

SS&C Deliver 2019 is coming to Orlando, Florida September 17-19 at the Gaylord Palms resort!

Mar 28, 2019

Black Diamond and Salentica: Technology that helps advisors gain client confidence wins industry recognition

Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients.

Mar 21, 2019

The 6th annual Black Diamond Wealth Platform executive forum

Every year, we like to bring together top clients for an executive discussion where we share the latest Black Diamond developments and gain valuable feedback from some of our power users.

Mar 1, 2019

Black Diamond Wealth Platform helps PortfolioCenter clients make the switch

The Black Diamond Wealth Platform has successfully implemented more than 400 firms previously using PortfolioCenter. 

Feb 20, 2019

Bubbles and busts: lessons from the crypto craze

The dramatic run-up -- and then down -- of Bitcoin and other cryptocurrencies offers an illustration of how dramatically bubbles can inflate -- and then pop. This article considers the cryptocurrency rise and fall, historical market bubbles, and ways to identify a bubble in the making. 

Feb 7, 2019

Advisor technology innovation on display at T3

Every year the advisor technology community gathers together to showcase the latest developments, enhancements and innovations designed to help advisors do a better job with clients at the Technology Tools for Today (T3) conference.

Jan 24, 2019

How technology affects wealth management business value

While 2018 saw a slight downturn in wealth management merger and acquisition activity, the market was still quite robust.

Jan 3, 2019

The year of the client experience

If there was one technology theme that sums up 2018, it was most certainly the client experience.