Archive
Recorded on June 7th 2022
About the Moderator
Joseph Larizza, CEO & President of Mirador, Inc.
Joseph Larizza founded Mirador in 2015 after 18 years of cumulative experience at several of the most esteemed investment firms in the industry. Joseph served as the Chief Administrative Officer, heading the bank's Information Technology & Operations departments at Fieldpoint Private Bank & Trust (FPBT) and prior to joining FPBT, Mr. Larizza worked at Credit Suisse, serving a variety of management roles in the IT department, most notably as the Chief Operating Officer.
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More about Joe
Mr. Larizza has also been an IT executive for Goldman Sachs Private Bank, Deutsche Asset Management, and Ernst & Young Consulting, where he started their New York Advanced Development Center practice. Outside of the office, Joseph enjoys fishing, boating, and spending time with his family.
About Black Diamond
Represented by Kyle Fleming, Senior Product Manager
Black Diamond is a comprehensive investment management platform that provides solutions for wealth managers, advisors, and financial institutions. It offers a range of features including portfolio management, reporting, rebalancing, and a client portal.
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More about Black Diamond
The platform consolidates all client accounts and information into a single, customizable view, which allows advisors to see a complete picture of their clients’ wealth. It also offers a suite of portfolio analytics tools, which can be used to analyze performance, assess risk, and create detailed reports.
In addition to its core features, Black Diamond also integrates with a wide range of third-party applications, providing advisors with the flexibility to use the tools that best suit their business needs.
Overall, Black Diamond is a powerful tool for wealth management professionals, providing a comprehensive solution for managing client portfolios, analyzing performance, and communicating with clients.
About Vanilla
Represented by Sam Trapkin, VP of Strategy
JustVanilla is a software platform that provides estate planning services for financial advisors and planners. It simplifies the estate planning process with a modern, visual approach, allowing professionals and their clients to easily understand and navigate complex estate plans. The platform transforms dense estate documents into clear, interactive diagrams and visualizations.
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More about Vanilla
The platform includes features such as interactive estate plan diagrams that offer a visual representation of asset flow and distribution, tools for reviewing and managing beneficiaries and fiduciaries, and visualizations of asset distribution through waterfall milestones. Additionally, JustVanilla provides customizable estate planning reports, which advisors can use to give clients detailed overviews of their estate plans.
Recognized for its ability to integrate with leading wealth management tools, JustVanilla ensures that estate plans are kept up-to-date and accurate. It is favored by wealth management and estate planning professionals for its comprehensive advice and ability to foster lasting client relationships.
