How I picked technology -- from Black Diamond-in-SSG to Dudamobile -- to use in my startup RIA
We're free of legacy systems and just in time for mobile computing, cloud storage, and social media's adoption by the masses
Sheryl Rowling, CEO
Great article Lyman! You might also want to take a look at Total Rebalance Expert for rebalancing/portfolio management. SSG has a great negotiated deal with TRX for its advisors and our Black Diamond integration is seamless.
Cornell Fields
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