advent’s black diamond wealth management platform advent software, inc. march 24, 2015

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