Black Diamond
Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager
THE PLATFORM THAT ADAPTS TO YOU

Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily reconciliation. With anytime, anywhere access for you and your clients, Black Diamond frees you to focus on serving clients and growing your business.

BUSINESS NEEDS ADDRESSED
1
Portfolio management with a complete view of assets
2
Performance measurement
3
Portfolio accounting
4
Outsourced reconciliation and data management
5
Dynamic, adaptable reporting
6
Integrated rebalancing and client billing
7
Anytime, anywhere access
FEATURES YOU'LL NEED
Portfolio management and performance reporting
Outsourced daily reconciliation and data management service
Flexible, configurable reporting
Aggregation
Built-in rebalancing solution
Client billing
Data querying
Multi-Asset class handling, including alternative and fixed income assets
Mobile access through web-based and Apple iPad platforms
Technology partner network to extend capabilities
BENEFITS
Strengthen your client relationships with greater transparency
Attract new clients and grow assets from existing clients
Save money while gaining access to leading edge technology
Access portfolio information from anywhere, anytime
FEATURED CLIENT STORY
Beverly Hills Wealth Management

Mag Black, Beverly Hills Wealth Management, talks about how having leading-edge technology with Black Diamond helps her firm better serve clients by offering their clients full access to their data anytime, anywhere.

MORE CLIENT STORIES
Retirement Planning Specialists
Winfield Associates
Featured White Paper
Close More Business
ADDITIONAL RESOURCES
Technology savings and ROI in volatile markets
Data Conversion in a System Migration
Top Five Trends for Advisors in 2014
Have You Outgrown Your Portfolio Management System?
Black Diamond
Web-Based, Outsourced Portfolio Management, Reporting and Rebalancing

Purpose-built for independent advisors and wealth managers, provides web-based, outsourced portfolio management and reporting through a feature-rich web application to independent financial advisors and wealth managers. Our technology and service help advisors like you communicate with your clients and more efficiently run your practice.

ADDITIONAL RESOURCES
Black Diamond Product Brief
Black Diamond Breaking Away Product Brief
Black Diamond Integration Update Product Brief
Black Diamond for Independent Broker-Dealers – Home Office
Next Steps

Want to know more about Black Diamond? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

Request a Live Demo
Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com