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
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.
- Portfolio management
- Portfolio re-balancing
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