Black Diamond is the leading web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. Our mission is to support and cultivate advisor greatness by providing the best combination of technology, service and innovation in the industry.

Finance Logix ® combines the latest technologies with easy to use financial planning tools to help you grow your business, enhance the services you provide your clients all while enabling you to spend less time constructing plans and more time implementing them.

Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. Since 1987, more than 32,000 organizations-including over 4,000 financial advisors and RIA firms-have used Laserfiche solutions to streamline document, records and business process management. By digitizing paper archives, Laserfiche enables financial services professionals to find information instantly, quickly prepare for audits and simplify compliance.