| Name | Title | Contact Details |
|---|---|---|
Juana Nunez |
VP of Business Services | Profile |
Sam James |
Chief Information Officer | Profile |
Marketwise Advisors LCC is a Ponte Vedra Beach, FL-based company in the Financial Services sector.
Tri State Farm Automation Inc is a Hagerstown, MD-based company in the Financial Services sector.
At Black Diamond Performance ReportingÔ, our mission is to provide a highly valuable, customizable performance reporting solution to independent wealth managers and financial advisors. Founded in 2003, we use the Microsoft .NET platform to provide our clients with a robust Internet based application to view the performance of their assets under management. Using an Internet application allows wealth managers to access performance reporting from remote locations and eliminates the need to install and run costly software. We view our clients as partners and work with them to ensure that our solution is flexible in meeting their performance reporting needs. Driven by this partnership mentality, our goal is to provide industry leading performance reporting that helps independent wealth managers drive revenue and increase productivity and efficiency. Black Diamond is a privately held company that seeks the opportunity to learn more about your performance reporting needs. We are eager to put our application and experience to work for you today.
Gusto`s mission is to create a world where work empowers a better life. By making complicated, impersonal business tasks simple and personal, Gusto is reimagining HR, payroll, and benefits for over 60,000 companies nationwide. Gusto has offices in San Francisco and Denver and the company`s investors include Google Capital, General Catalyst, Kleiner Perkins Caufield & Byers, as well as the founders of Instagram, Stripe, Nest, PayPal, Yelp, Dropbox, and Eventbrite, among others. Our customers come from all walks of life and so do we. We hire people from a wide variety of backgrounds, not just because it`s the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto.
The AmiPRO platform is purpose built for Canadian Wealth Management firms looking to offer and manage digital assets for their clients. AmiPRO is a complete turnkey solution that brings best of breed products and services under a simple interface, enabling advisors to meet their clients evolving investment interests and objectives.