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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

Author Guest Columnist Lyman Howard February 12, 2013 at 5:23 PM
Admin:
no description available
Lyman Howard: We feel we could have gotten away with cobbling together some freeware ... That option, however, would have left us with zero customer service.

Sheryl Rowling, CEO

Sheryl Rowling, CEO

February 14, 2013 — 1:43 AM

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

Cornell Fields

February 28, 2019 — 12:19 AM
Good day, Thanks for providing some insight about your selection process. Are you using Next360 or MGP as the client portable/interface?

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