Wealth Managers

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

Access commission-free insurance and annuities to grow your practice and deliver greater client benefits – right from your desktop.

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

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

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

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

Eliminate manual labor and improve accuracy with a comprehensive solution for pre- and post-trading compliance.

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

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

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

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

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

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

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

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

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

With a proprietary or third-party system, consume account-level information from a growing network of portfolio data sources.

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.

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

Integrate your market data sources seamlessly in the cloud.

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

Need to customize ACD data? Save time by automating the process.

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

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

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

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

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

Streamline billing and revenue management workflows.