Black Diamond Preps Several New Rollouts

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David Welling, Black Diamond

By the end of the month, portfolio management and reporting platform provider Black Diamond plans to fully launch its rebalance application to its customer base, according to David Welling, vice president of sales, marketing and client services. The application is designed to help wealth managers rebalance and realign portfolios back to their original investment objectives.

Fifty clients are currently using the solution.

On the horizon, Welling says Black Diamond, which was acquired one year ago

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