Case Study

Winfield Associates

Winfield Associates

“One of the biggest reasons for moving from Axys to Black Diamond was seeing how much more ef?ciently we could manage money. It’s just so easy to look across all the portfolios and slice and dice the data the way you want to. ” Christopher “Biff” Baker, Co-Founder and Chief Financial Of?cer, Win?eld Associates Client Story Black Diamond Long-Time Axys User Winfield Works More Efficiently With Black Diamond Should your RIA ?rm consider switching f

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