The whos who of portfolio management software providers. So, when we were introduced to advent software, which was brand new at the. The features it offers independent financial advisors include information aggregation. Black diamond performance have developed a new performance single mass conversion kit to partner our very successful performance clutch. Contact us portfolio management software black diamond. When it started out, black diamond was solely a performance reporting tool for independent wealth managers, with george and colley focused on adapting performance. See black diamond softwares revenue, employees, and funding info on owler, the worlds largest. An overview of ria portfolio management and reporting software solutions. Accessible twentyfour hours a day, seven days a week, this free service. Drive profitability, efficiencies and grow your business with black diamond wealth platform as the hub of your advisory business. Black diamond loses serial white knight dave welling to a. Technical data, software, services and products derived from black diamond advanced technology, llc and its website are regulated by the u. Portfolio management software black diamond toggle navigation.
Filter by location to see performance reporting manager salaries in your area. Performance reporting software inetsoft technology. The diamond vault transcript repository the diamond vault stores all of your transcripts in one secure location. Black diamond wealth platform delivers this, and more. Advents black diamond collaborates with investment. In order to maximize performance, your organization needs software with the flexibility to report any desired performance measures, and the. Wealth access is backed by successful investors from black diamond performance reporting, investment scorecard, square. It is black diamond advanced technologys policy to obtain approvals from the u.
Black diamond is making jacksonville a cloudbased finance. Salary estimates are based on 2,653 salaries submitted anonymously to glassdoor. Advent software to buy black diamond performance reporting. Advent softwares black diamond is a cloudbased portfolio management platform. A guide to portfolio management and reporting software for ria. In a move that should shake up the staid portfolio management and performance reporting segment of the advisory industry advent software. Our expert data analysts quickly manage exceptions for you. The company was founded in 2003 and began serving clients in. Black diamond solutions it consultants chicago black. Advent debuts the allnew black diamondr wealth platform. The quantitative behavior of a software system has gained relevance only recently with the advent of software performance analysis. Focused on the black diamond wealth platform as a team we built and improved the black diamond blue sky platform, made significant performance and usability.
How black diamond is working out or not as advents. We would like to show you a description here but the site wont allow us. This kind of analysis aims at assessing the quantitative. Black diamond is the latest firm to slash prices on its version of portfolio. The clients will come when it started out, black diamond was solely a performance reporting tool for independent wealth managers, with george and colley focused on adapting performance metrics. Typically, this data feeds into a more comprehensive portfolio performance and accounting software solution e. Black diamond softwares top competitors are personal capital, acorns and altruist.
In addition to performance reporting, rebalancing, and client billing functionality. Black diamond serves over 480 firms with an average aum per firm of. Arms export control act and its implementing regulations, the. You benefit from features like single signon, cost basis synchronization, alerts, digital account opening, and access to over 900 account providers through our advent. Advents awardwinning black diamond platform provides independent advisors with an innovative and dynamic portfolio management and reporting solution delivered through. Back in our early days, providing any sort of performance reporting for clients was a. Black diamond consulting has recently migrated its general services administration gsa professional services schedule pss to the new gsa multiple award schedule mas under.
We reconcile client accounts to the asset level, automatically auditing every data point. Black diamond wealth platform black diamond wealth platform. Diamond analytics and light performance whiteflash. Advent debuts the allnew black diamondr wealth platform for advisors and wealth managers at adventconnect 2015. Black diamond cuts prices for portfoliocenter advisors financial. How black diamond is working out or not as advents agent of. Take control of your retail business and operations with an effective pos and inventory control system. Circleblack is a wealth management platform that provides. The portfoliocenter software was purchased by envestnet tamarac in. A chicago it consulting firm, black diamond solutions supplies midsized and small business it support for it project management ranging from virtual desktop and cloud computing to. Black diamond performance reporting archives fppad. Increase efficiency with apx, a centralized and scalable platform for all your portfolio, relationship, and prospect data.
Diamcalc from octonus software is one of the most robust. Black diamond performance reporting is a young firm headquartered in jacksonville beach, fla. Apply to intern, office manager, product owner and more. Black diamond brakes since their launch in 1992 the black diamond performance brake disc and pad range has gone from strength to strength. June 24, 2014 software as a service saas featuring software operating as back office support for financial managers, used for record keeping, data management, and. If you are a black diamond user, you can establish an account feed from black diamond to redtail. The black diamond platform is an awardwinning portfolio management system and client reporting solution for financial advisors and wealth managers.
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