The Black Diamond Wealth Platform is readying new integration options to the advisory platforms of custodian providers TD Ameritrade, Schwab, Fidelity and Pershing in an effort to ease the operational burden on investment advisors that need to streamline account openings and automate document delivery, officials say. Developers supporting the wealth management platform from SS&C Technologies… Read More >>
Pzena Investment Tackles Data Integration Woes
Pzena Investment Management, a self-described value-oriented investment management firm, is upgrading its systems from vendor INDATA whose new data aggregation support will boost Pzena’s reporting capabilities across platforms, officials say. The key business requirement was to find a way to integrate external and internal data, including large quantities of data. “Among the business challenges was… Read More >>
