Wealth Manager Solutions

Give your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions.

Advent Data Solutions

  • Data Management

Advent offers a variety of data solutions that deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms, automatically and in the format you need.

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Advent Outsourcing Services

  • Outsourcing
  • Reconciliation & Workflow Management

With Advent Outsourcing Services, you have the flexibility of customizing solutions and services to your needs.

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Advent Portfolio Exchange

  • Portfolio Management Accounting & Reporting

APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.

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Advisor and Client Portals

  • Client Portal

Our portal solutions ensure efficient onboarding processes and streamlined communications.

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Black Diamond Link for APX and Axys

  • Client Portal
  • Trading, Rebalancing & Compliance

Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client conversations.

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Black Diamond Wealth Platform

  • Outsourcing
  • Portfolio Management Accounting & Reporting
  • Trading, Rebalancing & Compliance

With the Black Diamond Wealth Platform as the hub of your advisory business, you’ll be able to leverage technology to drive profitability, scale, and growth.

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  • Trading, Rebalancing & Compliance

Moxy® is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement.

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  • Client Relationship Management

Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

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  • Fund Order Management

With Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.

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Complementary Solutions

Explore all of our additional solutions for wealth managers

Advent Corporate Actions

Benefit from advanced knowledge of corporate actions; reduce risk of manual errors with automated transactions.

Advent Custodial Data

Access timely and consolidated account-level information from a growing network of portfolio data sources.

Advent Genesis

Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution.

Advent Index Data

Automate receipt of index performance data at the security and sector level, directly into Advent Portfolio Exchange.

Advent Market Data

Integrate your market data sources seamlessly in the cloud.

Advent Portfolio Data

Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability.

Geneva for Asset Managers

Built to natively provide real-time portfolio and general ledger accounting, Geneva seamlessly supports new lines of business and removes operational barriers.


Modestspark provides wealth reporting, document management and a digital service platform that integrates seamlessly with your current system.