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.
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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.
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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.
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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.

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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.
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