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Advent for Independent Advisors

Whether you are looking to go independent or upgrade your technology platform, Advent Software is your one stop technology shop.  You need an automated technology suite that meets the operational challenges and keeps your costs low.  Our Independent Advisor Information Kit highlights the range of cost-saving, productivity-enhancing tools available to you—from installed portfolio management software to turnkey outsourced solutions—to truly own your practice.  Advent Software works with thousands of independent advisors helping firms like yours focus on client service, not operations and technology. 

CASE STUDIES

  • DKE, Inc.
    “If we didn’t have Black Diamond, I doubt we’d have had the confidence to grow as quickly as we did. In fact, we’ve grown more than eight times since we implemented Black Diamond—without adding any new staff.” says James Moore, Vice President of DKE, Inc.
  • 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.

WHITE PAPERS

  • Data Conversion in a System Migration
    If you are thinking about upgrading or switching systems, understanding data conversion and what it involves will help you make a better informed decision.
  • Succession Planning for Advisory Firms
    It’s never too early to start planning for succession. What’s more, a formal succession plan is not just a good idea; it’s widely regarded as best practice to protect employees, reassure clients, and even pass an SEC exam.

VIDEOS

  • Syntrinsic Investment Counsel
    Alex Gordon, Syntrinsic Investment Counsel, discusses how Black Diamond directly impacts their business development efforts.
  • Fieldpoint Private Bank & Trust
    Joseph Larizza, Fieldpoint Private Bank & Trust, discusses how Black Diamond helps their members make better decisions by providing complete views of client assets and data, plus the ability to drill down into it.
  • Axys
    The most widely used and trusted portfolio management system on the market, Axys® is the backbone of all types and sizes of firms. With hundreds of standard reports and the ability to easily customize reporting, Shana Bruner from Advent talks about why Axys’ dominates the industry.

PRODUCT INFORMATION

  • 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.
  • Axys Product Brief
    Learn how Advent’s solutions can help you streamline, automate, and integrate the investment management process across your entire organization.