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Nearly 20 years ago, Reed Colley created the Black Diamond Performance, the first cloud-based performance reporting system. After a sale and break, he’s back in a big way as co-founder and CEO of Summit Wealth Systems, a modern portfolio management system for RIAs. Listen to hear how Colley:
- Learned about the “Gorilla glue and duct tape” advisors use to manage their technology stacks.
- Uses intensive user research and data to formulate ideas.
- Takes a “maniacal approach” to user interface design and user experience.
Hosted by Jack Sharry, EVP and Chief Growth Officer, LifeYield
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