Designed to Elevate the Investor Experience and Enhance Firm Level Productivity
Powerful, Flexible, and Intuitive New Investor Experience, Enhanced Rebalancing, and New Firm and Enterprise Management Capabilities
Advent Software, Inc. at its annual client conference in Las Vegas, NV shared a preview of the next generation of its Black Diamond wealth management platform, which marks a major step in its evolution from a pioneer of cloud-based portfolio management and reporting technology to a full-featured wealth management platform. In addition to its industry leading reporting solutions the Black Diamond platform also offers an intuitive, native rebalancing application, firm and business intelligence reporting, data mining, and a dedicated service model designed to provide growing, sophisticated advisory firms with a solution that enhances the service they provide their clients and boosts firm productivity so they can grow with scale.
