Outsourcing Information Kit

Learn how outsourcing can help investment advisors balance downward pressure on fees with ever-growing client expectations for quality services. Our Information Kit offers real-world examples and white papers plus information on Advent products and services. Get immediate access after completing our short form.

• Buttonwood Financial Advisors
  Advent OnDemand allows Buttonwood access to the sophisticated functionality of Advent Portfolio Exchange®, the comprehensive, integrated portfolio management solution, via the software-as-a-service (SaaS) model that includes full data management. That eliminates the need for internal IT support and reduces the firm’s investment in hardware and software—without compromising the system’s capabilities.
• Stadjuhar Wealth Strategists
  “Clients love to see how diversified they are, what’s gone on in their accounts, how they are performing. Black Diamond provides a level of transparency that we never had before.” Ed Stadjuhar, Founder and Principal, Stadjuhar Wealth Strategists
• Vinoy Capital, LLC
  Vinoy Capital made a strategic decision to employ innovative technology to deliver a distinctive brand of service to clients. That is why they chose Black Diamond for online portfolio management and reporting. And when Black Diamond launched a mobile version for the Apple iPad, they jumped on it.

• Back Office Outsourcing and Investment Reporting
  Incorporating sound business practices with robust functionality, outsourcing investment reporting offers advisors a flexible, cost-effective alternative.
• Cloud Computing: What It Is, How It Works, and Why You Should Care
  This paper explains what cloud computing is, describes the different forms it comes in, identifies how it can be useful to investment managers, and maps out the most common concerns and pitfalls of moving to the cloud?

VIDEOS

• Outsourcing with Advent OnDemand
  Advent OnDemand offers Advent’s award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation. Jason Johnson from Advent discusses how Advent’s 10 years of experience in outsourcing gives our clients a team of subject matter experts in our solutions, technology and industry best practices.
• Beverly Hills Wealth Management
  Mag Black talks about the importance of offering cutting edge technology to stay ahead of clients, and how Black Diamond accomplishes this by offering clients full access to their data at any time, day or night.
• AdvisorNet Wealth Management
  With clean, dynamic reports, Black Diamond helps Michael Betz and AdvisorNet Wealth Management differentiate their firm through customization and the ability to track client assets in one place.

DEMO

• Black Diamond Product Demo
  Black Diamond is an industry-leading provider of web-based, outsourced portfolio management and reporting platforms for investment advisory firms.

INTERACTIVE CALCULATOR

• Advent OnDemand
  Determine which deployment options are right for your firm.

PRODUCT BRIEFS

• Black Diamond Product Brief 
  Black Diamond’s platform is purpose-built for independent advisors and wealth managers. It provides innovative and dynamic portfolio management and reporting delivered through an easy-to-use, feature- rich Web-based application customized to each individual user.
• Advent OnDemand Product Brief
  New, enhanced flexibility to manage data from any source, industry-leading best practices expertise in managing portfolio and reference data for accurate performance reporting, and SaaS access to APX, Advent’s award-winning portfolio management and client reporting solution.
• Data Management and Reconciliation
  Overview: whether you’re looking to manage operational risk, reduce fixed costs, or improve client service, Advent OnDemand can tailor a solution to meet your needs.