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Reed Colley exits beta swinging with a $20-million raise and $20 billion of client AUA based on a plan to give RIAs their own operating systems

The Black Diamond founder is using non-commingled data as a foundation for radically improved security, a self-contained universe of applications and third-party CRM

Author Brooke Southall March 30, 2022 at 4:09 PM
1 Comment
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Reed Colley: 'Best of breed was great until there were 12 of them and it led to inefficiencies.'

Technology


Franklin Tsung

Franklin Tsung

March 31, 2022 — 10:09 PM
@Joel ; if the advisor was using BlackDiamond, Orion or Tamarac, the entire system could have integrated into Salesforce Financial Services Cloud within 24hrs with AppCrown, [we don't need to always sell our overlay], just the integration is fine, save that RIA 40hrs, and be turnkey with 0 minutes spared.

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