— Successful financial planning and investment management firm — Seeking to upgrade their legacy portfolio management system to the latest technology — Questioning the need to transition all 20 years of data — Looking to further grow and scale their practice BENEFITS: — Reduced FTE’s to reconcile data, saving well over $50K per year — Enhanced client experience through the BD3 Portal — Improved employee morale and career development by eliminating manual, repetitive tasks Making the switch from PortfolioCenter to Black Diamond Berman McAleer is an award-winning independent financial advisory and wealth management.

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