Posts Tagged ‘Schwab IMPACT’

Black Diamond Now Reports on Over 100,000 Accounts

Sunday, September 27th, 2009

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 Announces Major Platform Enhancements

Wednesday, September 9th, 2009

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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