Our best in class partners provide a secure and modern experience for our clients.
An award-winning, cloud-based solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 75,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S.
Salentica Elements is a turnkey, yet configurable solution built on the Salesforce Platform designed specifically for the unique needs of RIAs and wealth managers to deepen client relationships. Salentica has more than 20 years of experience providing Client Relationship Management solutions for wealth management firms. Salentica Elements can help clients achieve success through reduced operational risks and efficient processes.
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly.
