Advent

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Junxure CRM (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the expansion of its relationship with Advent Software, a leading provider of software and services for the global investment management industry. Beginning in October, Advent’s Black Diamond℠ wealth management platform will offer an integrated experience with Junxure Cloud, Junxure’s cloud-based CRM/office management solution.

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.

Advent’s portfolio management & reporting solutions will expand existing integration with Veo® for greater operational efficiency

Latest Collaboration Provides Clients with Enhanced Custodial Data Integrations across Solutions