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Black Diamond is winning big accounts from Advent at an impressive clip

The Florida-based upstart has tripled its pipeline of customers since 2008

Author Brooke Southall October 26, 2009 at 5:11 AM
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Reed Colley: “If we can’t make an advisor happy, we encourage them to find another solution that will.”

NetX360

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Schwab

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Advent

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Black Diamond

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PortfolioCenter

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Three Bridge Wealth Advisors

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Orion

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Colley

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Performance Reporting



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