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Feb 11, 2020

What else PORTIA can do to help overcome your investment operations challenges

Last time in this space, I outlined some recent enhancements to PORTIA  functions, integration points and more, in an effort to make sure clients are aware of all the ways PORTIA can help streamline and strengthen their investment operations. In this post, I’d like to highlight some additional capabilities that deserve attention as valuable extensions of your platform.  

Aug 1, 2019

Empowering advisors with integration using Salentica Data Brokerâ„¢

Fure Financial is an independent financial planning firm dedicated to helping clients understand the complexities of retirement planning, investing, managing assets and debt, risk management, and estate planning. Because each person is unique, Fure Financial’s planning approach is to develop an in-depth understanding of each client’s situation as well as personal values, taking a holistic view to guide clients to their goals and cultivate rewarding relationships.

May 30, 2019

3 ways to use RPA for bottom-line impact

Faster and more accurate ways of doing business have always been a priority. Robotic Process Automation (RPA) can help reduce your costs while improving the quality of many repetitive, high-volume tasks.

Jun 6, 2018

The new way forward for technology integration: A platform of components

Technology integration holds the most promise and challenges for wealth management firms, so concluded a recently held FinTech “Think Tank” of industry executives, technologists, custodians, broker-dealers and RIAs.

Apr 25, 2018

Advisor technology: the integration imperative

It’s clear from advisor focused publications and conferences that firms have a wide choice of technology solutions to help create a differentiated client experience. The trick isn’t simply acquiring the right solutions, but making them work together and share data seamlessly—ideally through a single point of entry.

Mar 22, 2018

Black Diamond integrates with Cheshire Wealth Manager optimizing financial planning for advisors

We understand the importance of arming advisors with the best tools possible to optimize the planning process and elevate client conversations; that’s why we’re pleased to announce the latest Black Diamond integration with Cheshire Wealth Manager.

Mar 7, 2018

Integration Update: Everysk Technologies and Black Diamond now available

To help position advisors for success, we’re excited to announce our new integration between the Black Diamond wealth platform and Everysk Dashboards, a leading predictive stress testing solution. 

Feb 28, 2018

Black Diamond and Advizr expand integrations

Recent updates to the American tax code, outlined in a 1,097-page document, represent the biggest change in more than 30 years. As a result, millions of affluent individuals will be reviewing their financial plans and looking to make strategic changes.


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