advent’s black diamond wealth management platform advent software, inc. march 24, 2015
TRANSCRIPT
Advent’s Black Diamond Wealth Management Platform
ADVENT SOFTWARE, Inc.March 24, 2015
Advent Software
Black Diamond delivers an innovative, dynamic portfolio management, reporting, and rebalancing platform. We also
provide outsourced daily reconciliation and data management services so firms can focus their efforts on servicing clients and growing their business rather than
managing complex back office functions.
© 2013 Advent Software, Inc. Advent Confidential
The Black Diamond Client Experience
The Black Diamond Solution
Data
Technology Integration
Service
© 2013 Advent Software, Inc. Advent Confidential 4
Home Office Experience
End Client Reporting
Compliance Reporting
Business Intelligence
Data Warehouse
Retain & Attract Talent
Client Billing
Entitlement Based PlatformData Mining FunctionRebalancing ApplicationOutsourced Data ReconciliationCustodian & 3rd Party IntegrationsMobile ExperienceBulk Maintenance ToolsBatch ReportingSales Demo EnvironmentAudit Trails
© 2013 Advent Software, Inc. Advent Confidential
Advisor Experience & Reporting
Entitlements and
Configuration
“A platform that adapts to different firms, roles and users”
User Experience
“Simplified and modernized visual and interaction designs”
Reporting
“Take reporting capabilities and related workflows to the next level”
© 2013 Advent Software, Inc. Advent Confidential 6
Advisor PlatformA web based, dynamic portfolio management and reporting platform that can be tailored to fit each Advisor and role on team
Platform Highlights
• Multiple home page “SkyViews” saved based on your personal preferences
• Personalized mini applications (SkyBoxes) customizable by each user
• Rebalancer
• Data Mining
• Customized asset classification schema
• Benchmark tracking and composite reporting
• Cost basis and tax lot tracking
• Risk and attribution analysis
• Advisor team-level reporting
• On demand report generation
© 2013 Advent Software, Inc. Advent Confidential
Investor Experience
Beyond Reporting Access AnywhereTailored Communications
“Complete the entire picture”
“Provide a unique experience for different
types of clients”
“A consistent experience
regardless of place and time”
© 2013 Advent Software, Inc. Advent Confidential
New BD Investor Experience
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Today Black Diamond has over 50,000 End Investor Users on it’s Client Portal application.
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Thank You