As an independent firm, we enjoy the freedom to work with best-in-class resource partners and industry experts that benefit our clients with advanced technological and operational support. These firms help Nilsine Partners deliver an advantageous client experience.
Dynasty’s fully customizable technology platform gives Nilsine Partners end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with a diverse platform of portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.
Black Diamond® Wealth Platform delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure “anytime, anywhere” online access to their total wealth picture. So that we can focus on what we do best — helping clients pursue investment objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650+ advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.
Nilsine Partners has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 30 years of experience serving independent advisors. Schwab was a pioneer in recognizing and serving the needs of independent, fee-based investment advisors and their clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.