Former Schwab Advisor Services executive, David Welling, brings RIA industry expertise and a strong growth and innovation track record to fast-growing performance reporting and portfolio management technology firm as Chief Solutions Officer
Black Diamond Performance Reporting announced today that RIA industry veteran, David Welling, has joined the firm as Chief Solutions Officer. Mr. Welling, recently a Vice President at Schwab Advisor Services, will oversee sales, marketing, product management and client solutions and will be a member of the Black Diamond Senior Management Team. Read the rest of this entry »
When we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Avante customers in the financial services industry, one of the reasons Salpietro chose Avante was because of its built-in business process management (BPM) functionality.
“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”
Key milestone showcases Black Diamond’s fast growth and rapid adoption by independent RIAs
Black Diamond Performance Reporting announced today that it now reports daily on over 100,000 custodial accounts of independent Registered Investment Advisors (RIA), making it the leading outsourced performance reporting provider to the independent RIA marketplace*.
Reached in only its fourth year of providing comprehensive performance reporting and portfolio management solutions to independent advisors, this milestone reflects the wide acceptance of Black Diamond’s outsourced, online solutions. Read the rest of this entry »
Junxure Mobile provides access anywhere and Version 8 Includes dozens of new automation and practice management tools to help advisors transform their business
CRM Software, makers of Junxure, the industry’s leading CRM and office management software for financial advisors, announced today several major enhancements to the Junxure technology platform.
These include the launch of Junxure Mobile, a robust, feature rich desktop application with the flexibility of access anywhere, any time via an internet browser or smart phone, along with the release of Junxure 8, a complete update and enhancement to the core Junxure suite. Read the rest of this entry »
LONG BEACH, CA (Laserfiche) April 7, 2009—Laserfiche today released “Getting Started with Document Management Technology: A Guide for Advisors,” which takes an in depth look at technology solutions for registered investment advisors (RIAs) in this new era of capital market returns.
When you go independent, a lot of advisors think this means giving up the support they’re used to. But soon they realize that they’re part of a larger community, one that’s often centered around the technology they’ve chosen to use.
I just returned from the Laserfiche Institute Conference, where nearly 1,000 customers, resellers and staff gathered together for three days of sessions and hands-on labs. This is my third conference, and again I was struck by the sense of community. People who had never met each other before took the time to share ideas for increasing efficiency and profitability. There’s a real sense of support, and I know that attendees learn so much from talking to other advisors who are – or were – in the same situation. Read the rest of this entry »
When considering the various technology applications you need to set up your new RIA business, it’s important to begin with a key understanding of what services you will provide, which custodians you’ll work with, what type of investments you’ll manage, and what kind of financial planning you’ll provide. You also should understand the basic “infrastructure” technology your business will need to run efficiently.
In these times of unprecedented change, turmoil and volatility in the markets, responding to client questions and concerns in a timely and effective manner is how you show your true value. As both the President of a technology firm and also a practicing financial advisor, I have a unique perspective on how CRM (Client Relationship Management) software can truly enhance your business. Read the rest of this entry »
LONG BEACH, CA (Laserfiche) Dec. 19, 2008—Laserfiche announced today that it has expanded its services and is a founding member of the Independent Advisor Technology Forum (IATF), a consortium of experienced technology providers helping newly independent financial advisors set up their businesses. Read the rest of this entry »
