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THE LATEST FROM OUR BLOG
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02-Jun-2020
Powerful Rebalancing Technology Fuels New Era of Advisory Services
By: Steve Leivent
It’s the perfect storm…but in a good way. A combination of three powerful forces—zero commission trading, direct indexing and advanced rebalancing technology—is unlocking a slew of advisory opportunities.
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20-May-2020
Get Ready for Reg BI: How Black Diamond Can Help
By: Shahyan Aly
While much of the country eases into reopening, we all have an eye on how the markets will respond. Concurrently, financial advisors are watching the shifting regulatory landscape.
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14-May-2020
New Releases Bring Tighter Integration and an APX NextGen UI to Clients
By: Matt Ahlstrand
This past April, we released our 20.1 product enhancements with a fully-integrated suite of front-to-back functionality to support investment managers worldwide.
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