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.

AdvisoryWorld provides Portfolio Analytics and Investment Planning, Proposal Generation, Hypothetical Illustrations and Financial Planning Software Apps, Reports and Professional Services to investment professionals.

Envestnet, Inc. (NYSE: ENV) is a leading provider of integrated wealth management software and services to financial advisors.

Junxure provides CRM technology, consulting and training to help advisors build their dream firm. With 96% client retention and more than 10,000 active users, Junxure CRM is a comprehensive, integrated solution designed exclusively for financial advisors.

Laser App Anywhere is the purely web based mobile e-forms solution. Current forms are prefilled using existing data from a CRM, saving advisors time & money

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.

NRS ComplianceMAX is a compliance and risk management platform for broker-dealers, mutual fund companies, investment advisors, banks and insurance companies.

TRX is the industry's leading independent portfolio rebalancing system. Find out how you can benefit from a patented, tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor to simplify portfolio management. www.trxpert.com