There is a highly aligned leadership team spanning cross functional areas product, dev, qa and the environment encourages making a client impact. In this role he is responsible for platform strategy and management, ux design, and product consulting. Contact us portfolio management software black diamond. The company announced today that peter hess will succeed stephanie dimarco, advents founder and. You benefit from features like single signon, cost basis synchronization, alerts, digital account opening, and access to over 900 account providers through our advent.
It should come as no surprise then that black mountain software. Advent debuts the allnew black diamondr wealth platform. 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. The portfolio accounting provider to giants like voya, barclays and new york life may finally get advent into the cloud and crack the alternatives challenge. Black diamond was slated to debut the platform, dubbed bd3 by clients and the development team, during its adventconnect conference in las vegas on. Black diamond cuts prices for portfoliocenter advisors. The black diamond platform is an awardwinning portfolio management system and client reporting solution for financial advisors and wealth managers. Increase efficiency with apx, a centralized and scalable platform for all your portfolio, relationship, and prospect data. He loves to simplify complex problems, find opportunities, and build meaningful products. To this focus, riabiz reported that addepar in 2012 was beginning to roll out a sales and marketing force to bring in the big clients.
Blackdiamond wealth management login new york city. The way he explains it, rias are virtually the only sector minting new. Their constant innovation provides us with the tools and technology we need to deliver an outstanding digital experience to our clients. Apparently, black diamonds client advocate role pays better than advents client support. Skyline provides the tools you need to quickly gain complete. Skyline is a dynamic lease management and powerful accounting system that allows you to capture historic, present and future data for commercial, retail, residential, hoa and industrial properties. The platform connects directly to client trading systems providing compliance analysts and traders with timely compliance alerts, risk management workflow tools, and posttrade compliance risk reporting.
We reconcile client accounts to the asset level, automatically auditing every data point. People are our greatest asset and were rigorous about our work, development and support for our people. The lowstress way to find your next black diamond services job opportunity is on simplyhired. Black diamond joins price war for portfoliocenter advisors. I was at advent software for almost 10 years, and those years have been very rewarding. Redblack is proud to be exhibiting at the family office fintech summit at the convene center in new york city on march 17 th. In a tale of acquisitions, jacksonvillebased black diamond quickly gained the attention of advent technologies, which would acquire them in 2011. Black diamond delivers an innovative, dynamic portfolio management, reporting, and rebalancing platform through an easytouse, featurerich webbased application. Advent offers 247 technical support for its software platforms.
Advent software will get new ceo in june investmentnews. Founded in 1988, bms has cultivated a reputation for unrivaled software products and superior customer service and support. Advisors using advents black diamondr wealth management platform averaged close to 25% asset growth in 2014 san francisco, camarketwired jun 4, 2015 advent software, inc. Stadjuhar builds business value with black diamond author. Take advantage of the opportunity to be involved in a company that is bold and ambitious. There are over 95 black diamond services careers waiting for you to apply. Come meet our team and take a look at the industrys most advanced rebalancing and trading platform. Stadjuhar wealth strategists, black diamond, informative and compelling reports, dynamic reporting, transparency for clients, streamlined operations and reporting process, cloud solution created date. Black diamonds team of seasoned investment professionals has led restructurings bankruptcies and business turnarounds over a wide range of industries. Why advent and black diamond are merging and how advisors. We understand this is a difficult subject and you may not feel comfortable reporting the issue but i highly encourage you to discuss confidentially with hr or a member of management so we can take the. C advent has a zero tolerance policy for sexual harassment and we take all reports of sexual harassment cases very seriously. Our expert data analysts quickly manage exceptions for you. Black diamond loses serial white knight dave welling to a.
Advent recruiting video from advent software recruiting on vimeo. Advent had purchased the black diamond portfolio management platform in 2011. Advents black diamond portfolio management and reporting platform is available to independent registered investment advisor firms who use raymond james as. In 2012, addepar expanded its target clients to include rias. Login to your elevation 360, blackdiamond or other financial website accounts. In doing so, addepar and advents black diamond were competing for the same ria customers. April 910, 20 ritz carlton hotel new york, ny tiburons ceo summits are semiannual forums where up to 400 financial services industry firm ceos from across traditional industry silos meet to discuss executive level business strategies and opportunities. New york, ny 10014 soho area the companys proprietary technology platform, mutationallosterypharmacology, or map, platform, is designed to allow black diamond to analyze populationlevel. Advent competitors, revenue and employees owler company. Moxy streamlines all aspects of the trading process from portfolio construction through settlement.
Black diamond, rivertree advisor, independent ria, sec registered, mobility. The acquisition is expected to be completed during the second quarter of 2011, according to a release. The whos who of portfolio management software providers. The firms investment approach prioritizes the alignment of black diamond with its investors and management teams by investing a substantial amount of its own capital in its funds. The black diamond wealth platform is an awardwinning portfolio management. These include, but are not limited to, financial planning, portfolio analytics and crm software, as well as access to traditional and alternative managed account. Voted best places to work 2017, 2018, and 2019, our culture allows you to be you. Black diamonds new client experience provides an intuitive and aesthetically pleasing platform that allows our clients to have a comprehensive view of their wealth. Black diamond grew its assets 45% for the 12 months ended dec. Drive profitability, efficiencies and grow your business with black diamond wealth platform as the hub of your advisory business. Black diamond integrates with ascendant compliance managers trade compliance analyzer product, offering posttrade compliance testing and reporting software solutions for investment managers. This role will work on our black diamond performance reporting solution for the wealth management. Relocation assistance is available for this position. Advent, advent software, black diamond, and the advent and logo composite are registered marks of advent software, inc.
Black diamond cuts prices for portfoliocenter advisors financial. Information technology and services new york metro, ct 141 followers. New black diamond services careers are added daily on. Black diamond is the latest firm to slash prices on its version of portfolio management software after a.