tede02 Posted November 9, 2017 Share Posted November 9, 2017 For those of you operating or working with an RIA of any type, what software do you use for performance reporting and billing? We're looking at a couple different options right now including Black Diamond and Morningstar Office. I know there are some cheaper offerings out there. I like the research and tools that is included with the Morningstar offering. The guy I work with seems to like the look and feel of Black Diamond. Suggestions welcomed. Thanks! Link to comment Share on other sites More sharing options...
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