Wealth Manager Solutions

Give your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions.

Advent Data Solutions

  • Data Management

Our range of data solutions deliver accurate custodial, corporate actions, and benchmark data directly into your portfolio management and trading platforms — when and how you need it.

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Advent Outsourcing Services

  • Outsourcing
  • Reconciliation & Workflow Management

With Advent Outsourcing Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

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Advent Portfolio Exchange

  • Portfolio Management Accounting & Reporting

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

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Axys

  • Portfolio Management Accounting & Reporting

Increase productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.

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Investrack

  • Client Portal

A portal solution for clients and advisors alike, to redefine your client relationships and help you thrive on client engagement.

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Black Diamond Link for APX and Axys

  • Client Portal
  • Trading, Rebalancing & Compliance

Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

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Black Diamond Wealth Platform

  • Outsourcing
  • Portfolio Management Accounting & Reporting
  • Trading, Rebalancing & Compliance
  • Client Portal

Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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Moxy

  • Trading, Rebalancing & Compliance

With capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.

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Salentica

  • Client Relationship Management

Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

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Tradex

  • Fund Order Management

With Tradex, you can manage high transaction volumes with less effort, launch and distribute funds more quickly and improve client service.

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Complementary Solutions

Explore all of our additional solutions for wealth managers

Advent Corporate Actions

Benefit from advanced knowledge of corporate actions; reduce risk of manual errors with automated transactions.

Advent Custodial Data

Access timely and consolidated account-level information from a growing network of portfolio data sources.

Advent Genesis

Scale your business with a cloud-based portfolio construction and rebalancing solution.

Advent Index Data

Automate receipt of index performance data at the security and sector level, directly into Advent Portfolio Exchange.

Advent Market Data

Integrate your market data sources seamlessly in the cloud.

Advent Portfolio Data

Gain greater access to portfolio data sources, additional instrument coverage and automated downloads upon data availability.

Geneva for Asset Managers

Grow your business with a core portfolio management solution designed to remove operational barriers.

Modestspark

Differentiate your business with a robes client portal that integrates seamlessly with your current system.