The cloud-based toolkit includes a macro scenario library, scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output. Everysk Dashboards, by Everysk Technologies, is a front-office platform and leading predictive stress testing solutions that performs early diagnostics, what-if analysis and marketing. The integration with enables advisors to have their Black Diamond households, accounts, and holdings automatically appear within Everysk to quickly identify and fix portfolio risk concentrations that do not align with client objectives. Black Diamond integrates with Ascendant Compliance Manager’s Trade Compliance Analyzer product, offering post-trade compliance testing and reporting software solutions for Investment Managers. The platform connects directly to client trading systems providing compliance analysts and traders with timely compliance alerts, risk management workflow tools, and post-trade compliance risk reporting.

Thad also leads the Firm’s Responsible Investing and ESG efforts, including as a Principles for Responsible Investment signatory. Prior to CRM, he spent three years as an analyst in Corporate Finance at Lehman Brothers. He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Management Accountant designations. He also holds FSA Credential from the Sustainable Accounting Standards Board and is a member of the CFA Society of New York. Your Forex CRM can be deeply customized to meet your brand guidelines such as your logo, color palettes, etc. making your brokerage look more professional.

  • The reliable, easy-to-use, and scalable solution allows for rapid deployment and quick time to value.
  • The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.
  • He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Management Accountant designations.
  • Andes Wealth Technologies is the first company to combine behavioral finance with risk visualization to help financial advisors deliver real insights, better-informed advice, and truly personalized services.
  • Brian joined the Firm in 2005 and serves as the Firm’s Chief Investment Officer and was named co-CEO of CRM following the Firm’s buyback transaction completed on September 30, 2019.

Alerts, case management, and trade blotter features assist with day-to-day supervisory activities. The extensive and ever-expanding compliance test library provides out of the box surveillance and detection capabilities along with extensive workflow and archiving features. The reliable, easy-to-use, and scalable solution allows for rapid deployment and quick time to value.

Working together, SS&C GlobeOp and the Black Diamond® Wealth Platform can help advisory firms account for and report on their entire portfolio, including complex alternative investment strategies. The integration automates the manual entry process necessary for client reporting and end investor statement delivery. Firms who leverage both products are empowered to focus more on client service and other revenue generating areas of the business. As the industry’s leading custodian for independent registered investment advisors , Schwab Advisor Services™ is dedicated to helping advisors achieve their business goals. For more than 30 years, we have supported firms of all types and sizes and earned the trust of more than 7,500 advisors with our custody, trading, and support services.

Tyler Mixter, Research Analyst

This integration provides firms with access to resources working collaboratively to synchronize third-party GIPS standards expertise with Advent’s software. Black Diamond offers a vast integration network, giving you the freedom to select and connect the technology solutions that best fit your firm’s unique business needs. Tristan joined the Firm in 2021 and serves as a research analyst as a generalist in CRM’s investment group. Previously, Tristan was a research analyst at Goldman Sachs with a focus on the consumer sectors. Prior to Goldman Sachs, Tristan spent seven years as an active duty officer in the United States Air Force. He received a BS from the United States Air Force Academy and an MBA from Indiana University’s Kelley School of Business.

The next-gen retirement income software used by financial advisers and institutions to create and manage sustainable withdrawal strategies for clients. With users in seven countries – including the US, UK, Canada, Australia and Ireland – Timelineapp’s vision is to help 10 million baby boomers face retirement with confidence. Open access is about choice-giving you the freedom to choose from over 150 integrations from leading technology providers. TD Ameritrade Institutional’s Veo Open Access® platform was designed by Registered Independent Advisors for RIAs, to let you run your business efficiently and confidently. You decide which applications work best for your business, with no restrictions. We’ve helped over 4,000 investment advisers start an RIA firm and also provide ongoing monthly compliance assistance to over 2,000 SEC and state-registered RIA firms across the country.

Trading CRM

We offer proprietary market data from a dozen exchanges worldwide, together with indices, fixed-income evaluations and reference data, servicing the rising demand for more capacity and information with feeds, desktops and connectivity services. Our comprehensive, flexible data solutions provide coverage for global markets across all major asset classes. Advizr creates software that expands consumer and advisor access to high-quality financial planning services. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.

Kevin M Chin, Senior Research Analyst

With TRX, advisors turn rebalancing and portfolio management into an easy value-add rather than a costly time guzzler. Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. ClientView Live provides a secure client portal and document vault, enabling firms to extend their services to the web through on-demand reports and two-way online communication.

Cheshire Wealth Manager uses goal-based or cash flowing planning with Monte Carlo probability analysis to create detailed, easy-to-understand retirement and lifetime income plans. With advanced tax capabilities and audit trails, advisors have the tools to engage new clients and strengthen existing relationships. By integrating with the Black Diamond API, advisors can pull in real-time market value holdings, and cost basis details for new financial plans. Part of the goal with this integration was to eliminate the need for advisors to enter client information on separate systems. Wealthcare Capital Management LLC has been transforming theoretical plans into life-changing realities using our patented goals-driven process in conjunction with our GDX360® software since 1999.

Our open architecture platform integrates deeply with many of the leading technologies that support an RIA’s practice, and has been developed with our underlying commitment to security and quality. Providers and advisory firms can also build custom integrations to access Schwab data wherever they need it. Our goal is to help you connect data and workflows across different platforms to provide a best-in-class experience.

Yourefolio’s platform provides everything need to provide an enhanced estate and legacy planning experience for advisors clients and prospects. Some of the highlights include, a tool to stress test current estate plans, visual illustrations to provide better understanding and a connection to estate planning attorneys for document delivery. Yourefolio is used by hundreds of advisors all over the world for their estate planning needs. Since 2005 we take pride in partnering with our clients to establish and support the highest quality registered investment adviser (“RIA”) firms in the country.

Bernard C Frojmovich, Portfolio Manager

AppCrown has developed a simple and intuitive approach designed to automate tasks, remove redundancies, eliminate errors and duplications and ultimately make an advisor’s life easier and help them maximize their CRM’s return on investment. With Black Diamond at the heart of your business, you can build an end-to-end, best practice technology stack. Salesforce gets investors excited with an upbeat full-year forecast that is poised to benefit from an expanded product line.

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.

Our investment adviser compliance programs pair our MyRIACompliance® online software platform with compliance consulting expertise provided by our team of former regulators. Pantenix realized the need for a better solution to enable firms to seamlessly collect and validate data from alternative investments, ensuring accurate reconciliation and reporting. Analyze portfolios with confidence, make compelling presentations and win new clients.

Analyst Rating

Our collaborative online approach motivates clients to become involved, engaged, then invested. MGP’s unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you’d expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro. With a suite of tools spanning financial planning, portfolio construction, and wealth management, Libretto serves as the control panel for managing the client’s full financial structure.

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.

Tristan R Newkirk, Cfa, Research Analyst

BNY Mellon | Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. RedBlack Software is the independent market leader in portfolio rebalancing and trading software. Its products are used by asset managementfirms, wealth managers, registered investment advisors, broker dealers, banks and trust companies. EMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes.

Trading CRM

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 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.


It can also be personalized to your business model, by incorporating payment solutions, chat tools, email marketing/service providers, webinar tools, VoIP / Telephony, SMS and more on demand. Sanfrix offers a fully customizable CRM specific to forex brokerages, that are reliable and easy-to-use. Is your Fx brokerage partnering with multiple fund managers, introducing brokers, and other affiliates? Track and automate commissions under the multi-tier management system to ensure the transactions are error-free. Assign role-based access to all your partners so they can manage their customer data effectively. Furthermore, the comprehensive dashboard allows you to glance at all trading activities, payments, withdrawals, profits, performance and more.

Black Diamond clients can start rebalancing and trading quickly with the automated ATOM Align integration. A finalist of the 2020 Industry Award, Andes Wealth Platform is a Total Onboarding platform that includes risk tolerance, client profiling, portfolio analytics and the Investment Policy Statement . A dedicated Insurance dashboard within Black Diamond’s Client View application that launches advisors straight into AIM and displays a relationship specific account list of selected policies detailing the carrier, current market value, tax status, and more. Seamless, single-sign-on access to AIM’s commission-free products, tools, education, and a team of licensed insurance consultants. SMArtX is one of the four preferred Platform Partners to integrate with the Black Diamond® Wealth Platform.

Previously, Jason was a Managing Director at JAT Capital and began his career in the Mergers & Acquisitions department at Morgan Stanley. Jason has additional financial experience from WRA Investments, Cobalt Capital, and Matrix Capital Management. YCharts is an investment research platform that enables smarter investment decisions and better client communications. Serving RIAs, broker dealers, and asset managers, YCharts helps investment professionals achieve growth and demonstrate their value through tools that automate daily tasks, enhance client engagements, and simplify complex financial topics. Our cloud based, responsive (works beautifully on mobile, tablet and desktop-sized screens) software is highly secure, surprisingly easy to use, and is used by firms ranging in size from one-person shops to national firms with over 100 professionals.

RiXtrema builds advisor risk management software that makes complex portfolio risk concepts easy to explain to any client. Enhance your value proposition, become a trusted advisor and grow your business with Portfolio Crash Testing from RiXtrema. Andes Wealth Technologies is the first company to combine Trading CRM for Your Business to Work behavioral finance with risk visualization to help financial advisors deliver real insights, better-informed advice, and truly personalized services. We strive to provide quality solutions at an affordable cost so you can get your brokerage running from the ground up in little or no time.

Trading CRM

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.

Create An Unparalleled Technology Ecosystem

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 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.

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.