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
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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.
