Featured Research

The 2013 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)

Advent - Black Diamond Performance Reporting

By Advent Software, Inc. / Black Diamond

10151 Deerwood Park Blvd., Building 400, Suite 300

Jacksonville, FL 32256

advent.com

Description

About Black Diamond Black Diamond is a leading Web-based, outsourced portfolio management and reporting platform built for U.S. based advisory firms. Founded in 2003 and acquired by Advent in 2011, Black Diamond currently reports on over $160 billion in advisor assets and has pioneered the delivery of daily reconciliation and performance reporting services via the web. Black Diamond empowers advisors by combining technology, service and innovation to deliver a user-friendly and customizable platform that helps advisors be great. For more information about Black Diamond services visit www.advent.com/blackdiamond.


Services Offered

  • Portfolio management
  • Portfolio re-balancing

Contact for Additional Product Information

(800) 727-0605

sales@advent.com

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