watchout
When You've Outgrown Third-Party Platforms
Enterprise Needs, Off-the-Shelf Solutions
- Limited customization in Envestnet's portfolio management tools
- Orion's restricted support for complex fee structures
- Black Diamond's basic reporting lacking custom branding
- Addepar's inflexible client portal customization
- Morningstar Office's limited integration capabilities
Missing Modern Wealth Management Demands
- Basic client portals in Orion lacking personalization
- Limited goal tracking visualization in Black Diamond
- Envestnet's restricted mobile capabilities
- Addepar's basic document sharing system
- Morningstar's limited client communication tools
Not Built for Scale
- Manual reconciliation needs in Black Diamond
- Limited multi-custodian support in Orion
- Envestnet's restricted custom reporting
- Addepar's basic workflow automation
- Morningstar's limited tax optimization tools
looking for custom platform that is as unique as your brand