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.
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.