Advent for Independent Advisors

Web-Based, Outsourced Portfolio Management and Reporting

Purpose-built for independent advisors and wealth managers, Black Diamond provides innovative and dynamic portfolio management and reporting delivered through an easy-to-use web-based application.

Advisors can access Black Diamond’s customizable portfolio management and reporting online from anywhere, anytime without the need to maintain costly technology infrastructures.  Black Diamond also provides outsourced daily reconciliation and data management services, so firms can focus on servicing clients and growing their business rather than complex back office functions.

Solutions to Support Your Entire Firm

Along with portfolio management and reporting, Advent offers advisors solutions covering the entire investment process, including trade order management and compliance, investor accounting, and billing and revenue management.