Black Diamond Link for Advent Portfolio Exchange

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

DELIVERING A TAILORED CLIENT EXPERIENCE

Today’s advisors are under pressure to modernize and deliver a great experience to clients. Black Diamond® Link for Advent Portfolio Exchange® (APX) is a cloud-based advisor-client solution that helps build thriving relationships with clients while maintaining control of clients’ data using APX as the backbone of your book of business.

Black Diamond Link for APX delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful Integration Network that help elevate your conversations with clients.

Business Needs Addressed

1
Client Portal
2
Client Management
3
Reporting
4
Performance Measurement
5
Business Intelligence
6
Data

Features You'll Need

Client Portal
Vault & Presentation Mode
Flexible net worth reporting & data aggregation capabilities
Mobility
Advisor dashboards
Business intelligence
Data mining
Access to Black Diamond's Platform Partner solutions and Integration Network

Key Benefits

Tell your story, even when you're not there
Elevate and tailor your conversations with clients
Reach an unparalleled level of productivity
Deliver greater value with unified wealth management experience
Enjoy reliable, high-touch support

Black Diamond Link for APX Product Brief

ADDITIONAL RESOURCES

Elevating the Client Experience
Delivering the complete wealth picture
Implementation Overview: Black Diamond Link for Advent Portfolio Exchange

Next Steps

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

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605.
Email Us: info@advent.com