Black Diamond Link for Advent Portfolio Exchange and Axys

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 APX® and Axys® is a cloud-based advisor-client solution that helps build thriving relationships with clients while maintaining control of clients’ data.

Black Diamond Link for APX and Axys delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful Integration Network that helps elevate your conversations with clients without undergoing a system migration.

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

ADDITIONAL RESOURCES

Elevating the Client Experience
Enhancing the Client Experience
Black Diamond Link for APX
Black Diamond Link for Axys

Next Steps

Want to know more about Black Diamond Link for APX and Axys? 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