We are excited to announce our partnership with SS&C Advent on their Black Diamond platform. "Black Diamond has consistently delivered innovative and award-winning capabilities. Our vision, consistent to Black Diamond's, has been to provide simple, elegant solutions to support financial planning and move planning from a back-office function to a client-centric and highly collaborative experience," stated Hussain Zaidi, CEO at Advizr. "We believe that advisors will benefit enormously from the combined value of Advizr for financial planning and the Black Diamond wealth platform." Full Press Release here
Riskalyze and Advizr users are now able to automatically import their entire Riskalyze model portfolio set into Advizr with the click of a button and directly guide their clients to the most appropriate product/investment mix.