Black Diamond
Where advisors and clients connect.Overview
Advent Software Inc.
Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations
Media
Core Features
Wealth Management Features
- Asset Reporting
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Performance Measurement
- Portfolio Management
Stock Portfolio Management Features
- Portfolio Accounting
- Portfolio Rebalancing
Hedge Fund Features
- Contact Management
- Investor Accounting
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
0.0
Licensing & Deployment
- Cloud Hosted
- Web-based
- Windows
- Mac
Support
- Phone
Knowledge Base
- Help Guides
- Blogs
- Whitepapers
- On-Site Training
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