Black diamond acquired by advent software harbor view advisors. To support this vision, weve made investments in features and tools that support your client conversations and efficiency in your office. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an awardwinning client portal with mobile access, and integrations with several complementary solutions. Advent software has signed a definitive agreement to purchase black diamond performance reporting, a leading provider of portfolio management and reporting platforms for financial advisors. Advent delivers next generation investor experience for its. Black diamond wealth platform portfolio management software. Advent debuts the allnew black diamond r wealth platform for advisors and wealth managers at adventconnect 2015 demonstrates new black diamond r advisor experience to more than 1,000 attendees at annual conferenc.
How black diamond is working out or not as advents. Advent software to buy black diamond performance reporting. Portfolio view is the advisors home for dynamic client reporting. Bring your unique perspective and talent to work today. Where advisors and clients connect background image. Drive profitability, efficiencies and grow your business with black diamond wealth platform as the hub of your advisory business. It may seem like ancient history when advent software, known as the largest and the most dataaccurate of the portfolio accounting providers, bought black diamond, known then as the fastest growing and silkiest of a new breed of onlinebased portfolio accountants, back in 2011. Sep 14, 2011 boston, ma adventconnect 2011 advent software, inc. People are our greatest asset and were rigorous about our work, development and support for our people. Advents black diamond portfolio management and reporting platform is available to independent registered investment advisor firms who use raymond james as. Black diamond manages complete wealth picture with purposeful suite of.
Jun 01, 2011 black diamond and its management team will lead the advisory strategy for advent software and will operate as an independent business group within advent. A few more voices weigh in on black diamond investmentnews. All other company names or marks mentioned herein are those of. Advent, advent software, black diamond, the advent and logo composite are registered marks of advent software, inc. Boston, ma adventconnect 2011 advent software, inc. Our work focuses on optimizing diamond growth processes, device designs, and performance specifications to achieve maximum results and support the future of technology innovation. Its easier to migrate clients from advent to bd software than it is to compete directly with advent, he says. The black diamond platform is an awardwinning portfolio management system and client reporting solution for financial advisors and wealth managers.
Black diamond and its management team will lead the advisory strategy for advent software and will operate as an independent business group within advent. Black diamond acquired by advent software harbor view. On february 28, 2011, advent acquired syncova solutions ltd. Advents black diamond collaborates with investment. Advent to acquire black diamond performance reporting. Advent recruiting video from advent software recruiting on vimeo.
Black diamond cuts prices for portfoliocenter advisors. Black diamonds culture thrives on teamwork and diversity. Contact us portfolio management software black diamond. Apply to intern, implementation specialist, customer service representative and more. On june 1, 2011, the company acquired black diamond performance reporting llc black diamond. Advent competitors, revenue and employees owler company.
Voted best places to work 2017, 2018, and 2019, our culture allows you to be you. Advent s black diamond portfolio management and reporting platform is available to independent registered investment advisor firms who use raymond james as their. May 12, 2011 advent software to buy black diamond performance reporting in a move that should shake up the staid portfolio management and performance reporting segment of the advisory 4 mins. We were brought on board to create this marketing and promotional video to share the value and innovation provided by the newest incarnation of the platform. Advs, a leading provider of software and services for the investment management industry, has signed a definitive agreement to. Advent software is an equal opportunity employer, committed to a diverse workforce. Jan 29, 2015 advent, advent software, black diamond, the advent and logo composite are registered marks of advent software, inc. After advent buyout, black diamond will remain service. Reed colley, black diamonds founder and ceo, will become general manager of the black diamond group, reporting to peter hess, advents president. Black diamond, rivertree advisor, independent ria, sec registered, mobility created date. Black diamond is a wealth management platform from advent software.
Oct 30, 2012 san franciscobusiness wireadvent software, inc. Advent diamond uses labgrown, singlecrystal, highquality diamondboth doped and undopedto fabricate highreliability diamond devices. Advent debuts the allnew black diamondr wealth platform for advisors and wealth managers at adventconnect 2015 demonstrates new black diamondr advisor experience to more than 1,000 attendees at annual conferenc. Advent delivers next generation investor experience for. Black diamond allows rivertree advisor to service clients all over the country author. All other company names or marks mentioned herein are those of their respective. I interviewed a lot of folks for my column last week on advent software inc. It features a dashboard of reporting content that can be configured to your preferences. Black diamond cuts prices for portfoliocenter advisors financial. Advent diamond uses labgrown, singlecrystal, highquality diamond both doped and undopedto fabricate highreliability diamond devices. Lpl is a leader in the retail financial advice market and is the nations largest. Advents black diamond collaborates with investment advisors.
Advent software to buy black diamond performance reporting in a move that should shake up the staid portfolio management and performance reporting segment of the advisory 4 mins. Black diamond wealth platform delivers this, and more. The jacksonville ria software firm gave the palm beach, fla. Take advantage of the opportunity to be involved in a company that is bold and ambitious.
Ssnc, a global provider of financial services software and softwareenabled services, today announced that the black diamond wealth platform has been selected for inclusion in lpl financials lpl vendor affinity program. Black diamonds clientele swells after advent merger. May 24, 2011 i interviewed a lot of folks for my column last week on advent software inc. Advents black diamond integrates td ameritrades veo. Advents black diamond continues tremendous growth and. Increase efficiency with apx, a centralized and scalable platform for all your portfolio, relationship, and prospect data. Advent software to buy black diamond institutional investor. Why advent and black diamond are merging and how advisors. Black diamond is the latest firm to slash prices on its version of portfolio management software after a handful of its competitors, including morningstar and orion advisory services, discounted. The black diamond wealth platform empowers advisors and wealth managers to elevate dialogue with clients and to clearly demonstrate value with integrated portfolio management, reporting, client communications, and rebalancing in a single, holistic cloudbased platform. As an organization, we are focused on solutions and services that meet the significant market and technology evolutions that we all experience. When advent software acquired black diamond nearly two years ago, its biggest competitive threat was black diamond. Black diamond and advent are still in reach but the firms appeal to smaller. Black diamonds management team, led by founder and ceo reed colley.
907 136 1076 1534 1074 1589 697 1630 1013 1007 572 1122 1147 16 962 147 531 1562 120 937 365 576 629 147 401 56 125 1068 1379 610 217 1352 1310 388 84 897 855 1402 1021 1098 692