“I had a Wharton graduate here, spending weeks manually creating performance reports. Now he can actually do his job. ” Kelly McDonnell, Vice President, Retirement Planning Specialists, Inc. Client Story Black Diamond “Having Black Diamond is like gaining another employee. ” Kelly McDonnell had used the Black Diamond portfolio management platform at a previous ?rm, so she had a bit of a let- down when she came on board at Retire- ment Planning

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