Market Data
With secure processing hubs in the US and Europe, Advent Direct Data Services provides a global two-way connectivity and communication platform for firms to receive and disseminate all asset and portfolio-related information. Advent Direct Data Services enables you to quickly keep pace with the increasingly complex data requirements of today’s financial services industry.
Custodial and Prime Broker Partners
More than 800 custodians and prime brokers partner with Advent to deliver daily account-level information for reconciliation via Advent Custodial Data (ACD) and Advent Portfolio Data (APD).
Extending the capabilities of your technology
Our valuable Alliance Partners enable you to get more from your Advent platform and further streamline your operations. They provide a wealth of software, data, consulting and other services that augment our technology and extend its capabilities. We collaborate closely with our partners to develop seamlessly integrated solutions tailored to your needs.
ACA Group
GIPS Compliance Verification
Company Overview
ACA Group ("ACA") offers Global Investment Performance Standards (GIPS(r)) verification and consulting services to investment managers around the world. ACA is the largest team of professionals solely dedicated to GIPS standards verification and related services globally. For more information, please visit acaglobal.com/gips.
Partnership Overview
Our relationship with ACA Performance Services spans over three types of GIPS compliance and verification services.
- Pre-Verification and Compliance Consulting
- GIPS Verification
- Performance Examinations
Through this relationship, we have developed seamless integration across Advent Portfolio Exchange and Axys. This integration provides firms with access to resources working collaboratively to synchronize 3rd party GIPS expertise with Advent’s software.
Integration
Advent's data integration with ACA Performance Services' compliance tool enables clients to directly link Axys and APX reporting to the GIPS verification process. Required data is delivered directly to ACA Performance Services saving time, improving accounting accuracy, and promoting better client service.
Contact Information
For more information, e-mail your Advent Representative or Jamie Stewart at jamie.stewart@acaglobal.com.
Accelerize 360
Salesforce Integration
Company Overview
Accelerize 360 is a Salesforce Partner specialized in client relationship management solutions for Wealth Management firms. Our experience in deploying Salesforce for RIAs gives us a unique and deep perspective on your needs. Through a combination of process automation and system integration, we help increase advisor productivity and client experience.
View your clients' financial information in Salesforce Financial Services Cloud - in the office or on the road.
- Sync new clients from Salesforce to Black Diamond.
- Sync Financial Accounts, Holdings and Transactions from Black Diamond to Salesforce. Batch data sync on a nightly basis with on-demand real-time sync
Contact Information
Email: bd@accelerize360.com
Website: www.accelerize360.com
Act Analytics
Portfolio Analytics
Company Overview
Act Analytics is an ESG ratings provider helping investors and their advisors bring transparency to sustainable investing. The company sources and rates investments according to the ESG criteria that are specific to the individual investor, delivering highly relevant and personalized insights. With full coverage of a global universe of companies and funds and a suite of tools ranging from portfolio construction to practice management, Act Analytics helps advisors deliver portfolios to their clients that truly reflect their values.
Partnership Overview
The Act Analytics ESG Platform is the only integrated service on the Black Diamond® Wealth Platform wholly dedicated to ESG investing. The integration gives advisors easy access to an end-to-end solution that helps them talk to their clients about sustainability, build values-aligned portfolios, and report on the ESG metrics that matter.
Contact Information
For more information, please email elgin@act-analytics.com or visit their website https://www.act-analytics.com/
AdvisorPeak
Trading & Rebalancing
Company Overview
AdvisorPeak, Inc. was founded by former investment advisors with the vision of bringing exceptional software to the financial services industry. Frustrated by the lack of intuitive trading and rebalancing software available to advisors, its founders developed their own solution to the problem. AdvisorPeak was created to focus on institutional-grade portfolio management and trading software.
Designed to meet the real-world needs that advisors and brokers face, AdvisorPeak is the product of years of in-depth research into the logistics of tax-aware portfolio trading and rebalancing, as well as a decade of success in providing innovative software to the financial advisor market. AdvisorPeak offers all investment professionals the opportunity to utilize powerful portfolio management tools at an affordable price.
AdvisorPeak allows you to trade your portfolios with confidence. With over 10 years of development and refinement, our rebalancing software is the most powerful yet simple way to manage your client portfolios.
Contact Information
Email: info@advisorpeak.com
Phone: (801) 679-2646 ext 1
Website: http://advisorpeak.com/
Advizr
Financial Planning
Company Overview
Advizr creates software that expands consumer and advisor access to high-quality financial planning services. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth
AdvisorVue
Portfolio Analytics
Company Overview
AltExchange provides technology-powered solutions that automate Alternative Investment Management and Reporting for Financial Advisors. AltExchange platforms, backed by a team of experts, provide Advisors full visibility and transparency into their clients’ entire portfolio of Alternative Investments, for a holistic view of their clients’ wealth.
With an intuitive interface, easy-to-understand visuals, historical and real-time data, and seamless integrations with existing software, AltExchange is transforming how Financial Advisors manage Alternative Investments.
Partnership Overview
AdvisorVue is AltExchange’s award-winning alternative investment platform for financial advisors that provides a complete picture of clients’ Alternative Investment portfolios. With AdvisorVue, advisors gain full transparency into their clients’ Alternative Investments, with the ability to:
- Gain a holistic understanding of their clients’ wealth picture.
- Access real-time and historical Alternative Investment performance.
- Integrate Alternative Investment data directly into Black Diamond.
- Automate Tax Document (K-1, 1099) collection, storage, and distribution.
- Get instant notifications on Capital Calls and Distribution notices.
- Offer clients full transparency into their Alternative Investments for the ability to make better financial decisions.
Contact Information
To learn more, visit www.altexchange.com or contact kareem@altexchange.com.
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Ancerno
Transaction Cost Analysis
Company Overview
Ancerno, Ltd. is a pioneer and leading provider of Trade Cost Analysis (TCA) software and consulting services. Ancerno products are used by over 500 firms world-wide through a network of resellers, distribution partners and strategic alliances. Ancerno’s product suite includes pre-trade, real-time and post-trade measurement tools enabling clients to measure their trading through the entire trading lifecycle.
Contact Information
For more information please contact: Allison Keane at (646) 884-6456 or akeane@ancerno.com.
Andes Wealth Technologies
Digital Onboarding
Company Overview
Andes Wealth Technologies is the first company to combine behavioral finance with risk visualization to help financial advisors deliver real insights, better-informed advice, and truly personalized services.
Through this integration, Black Diamond clients can access Andes’ advanced portfolio analytics and risk visualization to drive meaningful conversations and deepen the advisor-investor relationship.
A finalist of the WealthManagement.com 2020 Industry Award, Andes Wealth Platform is a Total Onboarding platform that includes risk tolerance, client profiling, portfolio analytics and the Investment Policy Statement (IPS).
It also has a special tool to help better protect baby boomer clients and better manage the generational wealth transfer.
Contact Information
URL: https://andeswealth.com
Email: inquiry@andeswealth.com
Arch
Data Services
Company Overview
Arch manages all document and communications, providing better organization, data, and insights for private investments. Arch leverages software and industry leading insights to automate inefficient work and ultimately save time, eliminate cost, and enhance investors' ability to understand their data.
Arch connects with the back office for each private investment, receiving all documents and communications in a secure, aggregated platform. Arch keeps your account up to date, adding a layer of automation to investment management tasks.
Contact Information
For more information, please visit https://www.archlabs.com/index.html or email hello@archlabs.com.
Ascendant Compliance Manager
Compliance
Company Overview
Ascendant Compliance Management is a leader in the compliance and regulatory services industry, offering personalized comprehensive compliance services for firms in the U.S. and abroad.
Partnership Overview
Black Diamond integrates with Ascendant Compliance Manager’s Trade Compliance Analyzer product, offering post-trade compliance testing and reporting software solutions for Investment Managers. The platform connects directly to client trading systems providing compliance analysts and traders with timely compliance alerts, risk management workflow tools, and post-trade compliance risk reporting.
Contact Information
For more information, please visit www.ascendantcompliancemanager.com or call 860-435-2255.
Asset-Map™
Financial Planning
Company Overview
Asset-Map™ is an interactive visual experience used by thousands of financial professionals to help their clients gain a better understanding of their financial situation and make more informed financial decisions. It focuses on the entire household and how those decisions impact each other, in addition to sharing how funded someone is for their financial priorities in real-time.
Asset-Map™ integrates with the unique Relationship Timeline feature in Black Diamond’s Client Experience portal. Advisors using both systems can share Asset-Maps with clients on the Relationship Timeline web feed.
Contact Information
Website: https://www.asset-map.com/
Phone: 888-664-8850
Email: Support@asset-map.com
Atlas Point - Financial Virtues™
Survey Platform
Company Overview
Atlas Point believes in personalized financial advice that empowers people to express how they think and feel about their money. Their behavioral science and analytics platform focuses on helping advisors have more personal and personalized conversations with clients and prospects alike. With a proven ROI, the platform enriches advisors’ relationships and positions their practice for ongoing growth – all while integrating smoothly with their existing tech stack.
Atlas Point’s innovative platform helps advisors consider each client’s unique way of thinking about financial decision-making. With deeper understanding as a strong foundation, advisors can start better conversations that efficiently address goals, tactfully respond to behavioral tendencies, and set the stage for long-term financial growth.
Partnership Overview
Behavioral Finance is Hard to Apply. Financial Virtues Makes It Easy. Financial Virtues is a research-driven survey that identifies an investor’s strengths, biases, and stress behaviors along with communication preferences and decision-making patterns. The survey also reviews eighteen of the most common behavioral biases that impact an investors decision making – and it does this all in an industry leading, 5-minute survey experience.
Contact Information
For more information, please visit https://theatlaspoint.com or email contact@theatlaspoint.com.
BIDS Trading
Electronic Trading Destinations
Company Overview
BIDS Trading is a block trading dark pool that delivers a unique source of liquidity to the U.S. equity trader, while minimizing market impact. The goal of BIDS Trading is to create an open and level playing field for both buy-side and sell-side firms to trade blocks anonymously and securely. BIDS Trading is a broker-sponsored model, which means that traders can allocate their commission dollars to the broker of their choice. BIDS also offers access to Bats LIS for EU block trading through its front-end called "BIDS Trader." Bats LIS is a partnership with Bats Global markets which allows BIDS to extend its trading and Designated Broker model into the European markets.
BIDS Trading is a joint venture of: Bank of America Merrill Lynch (NYSE: BAC), Citi (NYSE: C), Credit Suisse Group (NYSE: CS), Deutsche Bank (NYSE: DB), The Goldman Sachs Group, Inc. (NYSE: GS), JPMorgan Chase & Co. (NYSE: JPM), Knight Capital Group, Inc. (NASDAQ: NITE), Lehman Brothers (NYSE: LEH), Merrill Lynch (NYSE: MER), Morgan Stanley (NYSE: MS), NYSE Euronext (NYX), and UBS (NYSE: UBS)
Partnership Overview
Moxy-BIDS Trading Integration gives you instant access to BIDS Trading’s alternative trading system. When you enter orders in Moxy, BIDS Trading automatically receives the information to find the best trading opportunities.
Contact Information
For more information, e-mail Ryan Olson at ryan.olson@bidstrading.com
BlackRock Advisor Center
Portfolio Analytics
Company Overview
BlackRock is one of the world's leading providers of investment, advisory and risk management solutions.
Partnership Overview
Black Diamond is integrated into BlackRock’s Advisor Center portfolio analysis tool, 360° Evaluator. Advisors can directly import client portfolios and analyze investments across exposure breakdowns, expenses, risk factors and more.
Contact Information
To learn more, visit https://www.blackrock.com/us/financial-professionals/tools/360-evaluator.
BlazePortfolio
Trading and Rebalancing
Company Overview
ATOM Align is BlazePortfolio's flagship product, delivering web-based portfolio modeling and trade order management to investment advisor, wealth management, trust, broker dealer, and multi-family office clients. ATOM Align streamlines the model rebalancing process and provides real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block trade order management.
Black Diamond clients can start rebalancing and trading quickly with the automated ATOM Align integration.
Contact Information
Craig Stevenson
Email: sales@blazeportfolio.com
Phone: 773-935-2470 X1
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
BlockCross
Electronic Trading Destinations
Company Overview
BlockCross is an equity alternative trading system (ATS) designed to give buy-side traders more control in their search for block-sized liquidity. Integrated with order management systems, including Advent’s Moxy, BlockCross offers a simple workflow that lets the buy-side trader retain control of their order. Traders can interact with BlockCross’s own liquidity, or take advantage of its IOI or outbound routing features to increase their reach. Owned and operated by Pulse Trading, BlockCross offers a deep and diverse pool of liquidity, sophisticated yet easy-to-use technology and a competitive commission rate.
About Pulse Trading
Pulse Trading, Inc. is a full service independent agency brokerage firm that provides top quality stock and portfolio execution services on behalf of institutional investors. In addition to our conflict-free trading desks and BlockCross ATS, we also supply independent research, portfolio consulting and technology support for our buy-side clients.
Partnership Overview
Moxy BlockCross Integration gives you instant access to the BlockCross alternative trading system. When you enter orders in Moxy, BlockCross automatically receives the information to find the best trading opportunities.
Contact Information
For more information, e-mail Ben Grenier at bgrenier@pulsetrading.com.
Box
Cloud Content Management
Company Overview
Box is a leader in cloud content management that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications. With a seamless integration into the Black Diamond Wealth Platform's Document Vault, the frictionless, two-way integration allows all files and folders to be visible and shareable across the two platforms. Thus, enabling an advisory firm to tailor their tech-stack to fit their unique needs, all from one comprehensive platform.
Contact Information
Phone: 1.877.729.4269
Website: https://www.box.com/about-us/contact-us
Broadridge
Electronic Proxy Voting
Company Overview
Broadridge, a global fintech leader with over $4 billion in revenue and part of the S&P 500 Index, provides communications, technology, data and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. Broadridge processes over 95% of all street shareowner communications in North America and is the leading third-party provider of global proxy processing solutions. Broadridge has relationships with over 800 banks and brokerage firms serving over 13,000 public companies, and over 450 mutual fund families.
Partnership Overview
Through Advent’s partnership with Broadridge, Axys and APX users can simplify proxy voting from start to finish with a “next-generation” proxy platform: ProxyEdge®. Broadridge’s enhanced ProxyEdge® platform simplifies and automates the entire process from voting to reporting, including record maintenance and vote disclosure. Combining innovation with expertise, ProxyEdge is the industry’s most widely used electronic voting tool and is utilized by over 7,000 institutional shareholders worldwide. Integration available through our partnership allows users to automatically reconcile share positions between ProxyEdge and Axys or APX, ensuring users have accurate accounts for all ballots and proxy materials.
Contact Information
For a detailed demonstration or more information, please contact us at +1 (855) 252-3822, or visit our website at broadridge.com/votesimple.
Cadis, a Markit Company
Enterprise Data Management
Company Overview
Markit provides a robust Data Management Platform that enables organizations improved efficiency, full audit and control over all their investment operations data. Their solutions build gold copy masters across all data types, deliver tangible data governance, risk management and compliance frameworks & rationalize legacy architectures
Partnership Overview
The Markit EDM partnership offers Geneva clients a central hub for all transactions, securities, prices, rates, counterparty & issuer data. The platform offers users flexibility, allowing those who understand the data to manage the data, no matter the volume or scope of the project. Markit has built integration with Geneva for several mutual clients and has a 100% successful implementation record that is measured in weeks not months, quoted as 7-10 times quicker than their competitors.
Canoe Intelligence
Alternative Investment Data
Company Overview
Canoe Intelligence is a tech-first alts platform developed to empower investors to make smarter investment decisions. From automating document collection to data management workflows, Canoe enables wealth managers and family offices to dramatically improve data accuracy, data access, team efficiency, and client satisfaction.
Canoe leverages machine learning, AI, and cutting edge technology to eliminate manual document collection and data entry, enabling advisors to focus on dedicating capital and human resources on business growth and performance.
Forward-thinking alternative investment professionals rely on Canoe’s award winning platform to reliably ingest, categorize, extract, and validate their alternative investment data before delivering that data to downstream systems, like the Black Diamond Wealth Platform, for additional reporting, analysis, or accounting.
Contact Information
Website: www.canoeintelligence.com
E-mail: sales@canoeintelligence.com
Phone: 646.992.4385 or 904.315.5396
Chaikin Analytics
Portfolio Analytics
Company Overview
Chaikin Analytics is a stock research service. At the heart, is a multi-factor model that provides Bullish to Bearish ratings on stocks and ETFs. The service provides Advisors with tools to quickly evaluate a stock or a portfolio.
This integration between Chaikin Analytics and Black Diamond dramatically improves analyzing portfolios and interacting with clients, allowing advisors to automatically load their client holdings from Black Diamond into Chaikin Analytics so they can identify weaknesses and strengths of a client portfolio, improve client interaction, and simplify analyzing portfolios while targeting held-away accounts.
Contact Information
Chaikin Analytics
Phone: (877) 978-6257
info@chaikinanalytics.com
http://www.chaikinanalytics.com
Cheshire Software, Inc
Financial Planning
Partnership Overview
SS&C Advent’s Black Diamond wealth platform is now integrated with Cheshire Wealth Manager by Cheshire Software, Inc., one of the advisory industry’s leading Financial Planning solutions. Users will now be able to pull in real-time market values holdings, and cost basis detail using the Black Diamond API, allowing advisors to work more efficiently and have more accurate information when creating financial plans.
Contact Information
To learn more, visit www.cheshire.com or contact Gary Hunt at support@cheshire.com or 617-527-4000.
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Chicago Clearing Corporation
Security Class Actions
Company Overview
Chicago Clearing Corporation (CCC) is the claims filing specialist in securities class action settlements. With 21 years in the class action arena, CCC is uniquely qualified to file and manage securities class action claims for an assortment of investors. CCC’s client base includes: bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, family offices, high net worth individuals, market makers, specialists, proprietary trading firms and professional traders.
No matter the type of investor, CCC brings to bear its considerable and extraordinary experience to aggressively retrieve every dime owed the harmed investor. To date, CCC has recovered over $130 million for over 1,150 clients representing 2 million individual accounts.
Partnership Overview
Advent's data integration with Chicago Clearing Corp. enables clients to directly link data from ANY Advent portfolio accounting system to the security settlement recovery process.
Contact Information
Brian Blockovich
Email: bblockovich@chicagoclearing.com
Phone: (312) 204-6970
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
eMoney
Financial Planning
Company Overview
eMoney Advisor, LLC ("eMoney") is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations-including its headquarters in Radnor, Pa.-eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com
Contact Information
1-888-362-4612
sales@emoneyadvisor.com
www.emoneyadvisor.com
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Everysk Technologies Inc.
Predictive Stress Testing
Company Overview
Everysk is a financial technology company who specializes in predictive stress testing and risk attribution for multi-asset, multi-currency, long-short portfolios.
Everysk Dashboards is a front office portfolio platform to perform early diagnostics, what-if analysis and marketing, all in one place. It comes standard with comprehensive visual reports that can be securely shared with clients.
Contact Information
To learn more, visit www.everysk.com or contact Allan Brik – +1-718-710-4634.
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
factorE
Portfolio Analytics
Company Overview
factorE empowers users to make decisions quickly. Within seconds, a user can get a picture of the risk of an asset or an entire portfolio. With an enhanced understanding of risks, factorE can help you to better align your portfolios with your clients, enhancing your relationships.
AlphaCore teamed up with global investment banks to bring a simple interface to sophisticated technology, eliminating the steep learning curve, dedicated staff, and cost prohibitive nature of other risk analytic tools. factorE fully integrates with Black Diamond Wealth Platform and allows you to build portfolios, understand risks, compare assets or accounts between each other, and print a report to share with clients.
Contact Information
Website: www.myfactore.com
Email: info@myfactore.com
FactSet
Portfolio Analytics and Real-Time Pricing
Company Overview
FactSet helps the world’s best investment professionals outperform. Stay ahead of global market trends, access extensive company and industry intelligence, and monitor portfolio performance with FactSet’s desktop analytics, mobile applications, and comprehensive data.
Learn more at www.factset.com.
Partnership Overview
Advent has partnered with FactSet to provide our clients with industry-leading Real-Time Pricing integration with Moxy.
Contact Information
Sales at sales@factset.com Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Future Capital
Retirement Savings
Company Overview
Future Capital makes managing and rebalancing 401(k) plans straightforward and efficient, saving Advisors time and reducing complexity. By partnering with Future Capital, firms can enhance service offerings, provide 401(k) management, and enhance advisors’ ability to provide holistic financial planning by bringing retirement accounts into view.
Future Capital is a Platform Partner integrating with the Black Diamond Wealth Platform. By leveraging Black Diamond’s suite of compressive wealth management tools, firms and advisors can now; easily trade clients’ held-away 401(k) accounts, aggregate and report on clients’ held away 401(K) accounts, and bill on clients’ 401K assets all without taking custody of client’s account credentials directly.
Contact Information
Website: https://www.futurecapital.com/partnerships/blackdiamond/overview
FXConnect
Electronic Trading Destinations
Company Overview
As an institutional investment manager, having access to a single automated trading solution that will increase your performance and decrease your costs for complex foreign exchange (FX) trades is critical to your success. FX Connect® is a multi-counterparty trading system that simplifies and automates your trading process, reduces operational risk, optimizes best execution practices and drives efficiency.
FX Connect, part of a suite of integrated electronic trading solutions for institutional investors, allows you to seamlessly net, execute and allocate your trades to your chosen counterparties through an end-to-end FX solution. And with access to more than 60 banks and liquidity providers worldwide, it can help you maintain your trading relationships. With FX Connect, you can transact spot, forward, non-deliverable forward (NDF) and swap trades across multiple accounts and with multiple counterparties, trading in competition or directly with a chosen counterparty after netting orders together through simple or complex portfolio execution
Partnership Overview
FX Connect integrates with Moxy, allowing you to seamlessly manage complex blocks and net across currency pairs. We’ve partnered to provide a complete FX pre-trade, trade, and post trade solution that allows you to choose among several execution styles for your workflow needs.
For more information visit their website: www.fxconnect.com
HiddenLevers
Portfolio Analytics
Company Overview
HiddenLevers provides the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based toolkit includes a macro scenario library, scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output. HiddenLevers is based in New York City.
Black Diamond clients can start stress testing accounts quickly with the automated HiddenLevers integration.
Partnership Overview
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
Raj Udeshi
Email: sales@hiddenlevers.com
Phone: 800-277-4830
ICE Data Services
Security Pricing and Reference Data, Real-time Pricing
Company Overview
ICE Data Services is a global leader in market data, analytics and connectivity solutions. We offer proprietary market data from a dozen exchanges worldwide, together with indices, fixed-income evaluations and reference data, servicing the rising demand for more capacity and information with feeds, desktops and connectivity services. Our comprehensive, flexible data solutions provide coverage for global markets across all major asset classes.
Partnership Overview
Our relationship with ICE Data Services spans four major businesses:
- Pricing and Reference Data - supplying global securities pricing, evaluations, and reference data for more than 10 million securities, including daily evaluations for approximately 2.7 million fixed income and international equity issues
- Fixed Income Analytics – providing fixed income portfolio analytics in North America and Europe
- Desktop Solutions Business: Offering global, real-time market data and decision support tools to active investors and professionals worldwide
- Real-Time Services – providing real-time global market data and managed solutions to financial institutions, redistributors and online financial portals worldwide.
Through these relationships, we have worked together to develop seamless integration across many of SS&C Advent's products including Axys, Advent Portfolio Exchange, Moxy, and Geneva.
Advent Portfolio Exchange (APX) and Axys
APX and Axys leverage tight integration with Advent’s Market Data Manager to connect to ICE Data Services' RemotePlus service. Through Market Data Manager, Advent Portfolio Exchange users receive extensive data coverage and fast, high quality updates of security prices, descriptive data, dividends, splits and other valuable information.
Moxy
Advent’s interface with pricing data from Interactive Data enables Moxy users to automatically retrieve real-time data for US equities for viewing real-time portfolio P&L. For descriptive data, Advent’s Market Data Manager pulls security data directly from ICE Data Services' Remote Plus™ service for fast, high quality data updates. The service is available in an on-demand or end of day batch mode.
Geneva
Advent’s interface with ICE Data Services' RemotePlus™ provides a direct data feed, allowing users to access prices, ex dates, shares-outstanding, corporate actions, splits, dividends, and security master information seamlessly into Geneva. With the Geneva-ICE Data Services integration, users can save time and money because they don’t have to build and maintain a data warehouse.
Contact Information
For more information, contact your Advent representative or Jason Leary at jason.leary@theice.com.
IncomeConductor
Retirement Planning
Company Overview
IncomeConductor was founded to solve many challenges facing financial professionals today in providing retirement income services. With 10,000 people turning 65 every day and over $25 trillion held in retirement assets, financial professionals are tasked with helping their clients spend the money they’ve worked a lifetime to build. With IncomeConductor’s retirement planning software, customized retirement distribution plans can be created with clients’ unique goals in mind and adapted as their priorities change, all in real-time.
Benefits for Financial Professionals
- Redefine your value proposition as a retirement income professional
- Build a scalable, successful practice focused on the decumulation market
- Create customized client plans with a time-tested income distribution strategy
Contact Information
Income Lab
Portfolio Analytics
Company Overview
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency.
Contact Information
InfoHedge Technologies
IT Hosting
Company Overview
Hedge Fund Specific, Technology Consultancy & Solutions Firm Formed in 2005. Blue Chip Client List: Elliott Mgmt , Black River, Alexandra Inv Mgmt, Convergent Wealth, Colonial, Asia Alternatives, Latigo Partners, Dellacamera, Quadriserv, Aksia, BAM Capital, OPHedge, Seacrest, Millennium Partners, Horton Point, Connifer, Viteos, Bastide, Modern Capital, ED Capital, Viresco Capital, Covepoint Capital, Newcastle Capital etc. Client base is comprised of of Hedge Funds, fund of funds, Fund Administrators, Investment Advisors, RBDs, Private Equity firms.
Seasoned Management Team:
Alternative Investment Industry Insiders with 60 years of combined experience and proven track record.
Partnership Overview
Advanced SME:
Front, Middle, Back Office Products and Workflows Across Equities, Fixed Income, and OTC Derivatives. Extensive Experience in Front, Middle, Back Office. Established Relationships With Prime Brokerages: Morgan Stanley, Goldman Sachs, JPM Chase, Merrill Lynch, Deutsche Bank, Lehman Brothers, Jefferies, UBS, Bank of America, Citigroup, CSFB, RBC, Merlin Securities, Fidelity, Pershing, Saratoga, BTIG, Lighthouse.
Client Benefits:
- 24/7/365 SLA & Support Infrastructure
- Hosting & Product Implementation via One Vendor
- Dedicated Unix Admin Team w/Geneva Expertise.
- Server Monitoring
- Perimeter Security & Border Routing Infrastructure
- Switching Infrastructure
- RSA Secure ID Infrastructure
- Blended Power & Bandwidth
- Avamar Based Backup Infrastructure
- EMC Based SAN Infrastructure
- Managed Server Infrastructure
Geneva Services:
- InfoHedge Standard GENEVA Hosting Package
- InfoHedge Premium GENEVA Hosting Package
- InfoHedge Standard GENEVA Hosting - DR/BCP Package
- InfoHedge Premium GENEVA Hosting - DR/BCP Package
- InfoHedge Managed GENEVA Service
- Geneva Integration Services – Legacy Data Migration & Integration.
InStream Wealth
Financial Planning
Company Overview
Black Diamond’s independent advisor and wealth manager clients, who use the InStream Solutions financial planning solution will now have access to customer data within InStream Solutions. The integrated portfolio and account data within InStream Solutions from the Black Diamond will help our mutual clients better communicate with their clients and efficiently run their practice.
Partnership Overview
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
InStream Wealth
Phone: (800) 444-1115
Fax: (703) 348-8523
support@instreamwealth.com
http://instreamwealth.com
intelliflo redblack
Portfolio Rebalancing
Company Overview
intelliflo redblack, previously known as RedBlack Software, is an award-winning platform that offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution. It enables advisors to respond quickly to market movements and direct trades across thousands of portfolios. intelliflo redblack is one of the industry’s only remaining standalone rebalancing and trading solutions.
intelliflo redblack is transforming the rebalancing and trading market by allowing advisors to increase efficiencies, serve more clients, and grow. The platform’s steady and consistent innovation ensures that advisors can leverage the latest technologies to future-proof their business and stay ahead of the competition by delivering value-added services. These enhancements are strong examples of how intelliflo redblack enables advisors to navigate market complexities with greater speed, efficiency, and precision.
intelliflo redblack recently introduced wash sales enhancements. intelliflo redblack can now detect wash sales across accounts or households when rebalancing individual accounts and families, which is critical for cash and tax management. This capability ensures firms comply with the IRS wash sale rule while protecting their clients’ access to cash management and tax-loss harvesting advantages by offsetting capital gains.
Leveraging leading technology like intelliflo redblack helps advisors accomplish more with fewer resources and free time for more meaningful interactions with clients – ultimately widening access to financial advice.
Contact Information
For more information, please visit our website.
ITG
Compliance, Transaction Cost Analysis
Company Overview
ITG (NYSE: ITG) is a leading provider of technology-based equity-trading services and transaction research to institutional investors and brokers. ITG’s services help clients to access liquidity, execute trades more efficiently, and make better trading decisions. ITG now offers the industry’s most comprehensive toolkit for lowering transaction costs, managing risks, accessing liquidity, and optimizing trade decisions.
Partnership Overview
Through Advent’s partnership with ITG, Moxy users benefit from integration offered to ITG’s TCA (Transaction Cost Analysis) tool. Trades are uploaded directly from the Moxy database into TCA where users have access to world-class analytics, market data and skilled consulting services that enable them to control transaction costs and get closer to best execution.
Contact Information
For more information please contact: Mike Wilder, mike.wilder@itg.com
Junxure
Customer Relationship Management
Company Overview
Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Founded by an award-winning advisor, Junxure’s advisor-specific CRM solutions - Junxure® and Junxure Cloud™ - support enhanced productivity and stronger client relationships through a broad range of advisor-specific capabilities and powerful workflow automation tools. ClientView Live provides a secure client portal and document vault, enabling firms to extend their services to the web through on-demand reports and two-way online communication. Junxure Mobile provides secure, live web access to Junxure CRM, enabling firms to access information anywhere, anytime on a variety of mobile devices. Junxure focuses on customer experience and results, combined with the service and support of a team of experienced wealth management professionals, technologists and practice management experts. Junxure is committed to delivering industry-leading CRM solutions with both installed software and via the cloud to help advisors improve service while enhancing profitability.
Partnership Overview
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
To learn more, visit www.junxure.com
KlarityRisk
Risk Management
Company Overview
KlarityRisk provides risk management software solutions exclusively focused on the buy-side sector of the Investment Management industry. All KlarityRisk products are fully integrated with Advent Software applications.
Paragon, our risk management application, supports VaR Related Measures (Expected Shortfall, Relative VaR, Tracking Error and Diversification Benefit) and various VaR methodologies including Monte Carlo Simulation, Parametric and Historical Simulation.
Risk Decomposition (Marginal and Component VaR), as well as Stress Testing, What-If scenarios, Moments (Volatility, Skewness, Kurtosis), Back Testing calculations and reports, with data derived directly from your APX or Axys or Geneva environment, are also included in the standard offering.
KlarityRisk offers a full range of professional services to accommodate Advent Software clients’ market risk management and risk reporting needs. Our services are designed to provide turnkey solutions to our clients, in the shortest possible time, aiming to solidify long-term relationships.
Partnership Overview
Integration with Advent Portfolio Exchange and Axys is already available from KlarityRisk.
Contact Information
For more information, e-mail sales@klarityrisk.com .
Kwanti Inc
Portfolio Analytics and Proposal Generation
Company Overview
Analyze portfolios with confidence, make compelling presentations and win new clients. Kwanti analytics are used daily by hundreds of firms to manage model portfolios, analyze existing client portfolios and generate proposals for prospects.
Partnership Overview
With Kwanti/Black Diamond® integration, client position data can be imported and updated automatically into Kwanti analytics. The integration is setup in minutes.
Contact Information
Contact Information:
Website: www.kwanti.com
Libretto
Financial Planning
Company Overview
Libretto delivers a powerful advice platform built to manage wealth ranging from the least to the most complex. The result is a highly tailored solution for each client, enabled by a scalable process that addresses all client assets, liabilities, and objectives.
With a suite of tools spanning financial planning, portfolio construction, and wealth management, Libretto serves as the control panel for managing the client’s full financial structure. Libretto provides professional training, white-label advisor materials, and CIO augmentation to complement the technology. The full delivery empowers advisors with a differentiated narrative that drives more wins, expands wallet share, and opens opportunities to move upmarket.
Contact Information
Website: libretto.io/
Liquidnet
Electronic Trading Destinations
Company Overview
Liquidnet is an electronic marketplace that facilitates institutional equities trading for asset management firms worldwide. By giving buy-side traders a first look at a global natural liquidity pool of more than 7.5 billion shares per day on average daily, as well as access to liquidity from multiple international market sources, Liquidnet consolidates and delivers the institutional equities market directly to the desktops of approximately 500 buy-side trading firms. Institutional investors use the Liquidnet marketplace to enhance the quality and speed of trade execution, gain price improvement for their trades, and, ultimately, lower overall trading costs. Launched in 2001, Liquidnet now trades in 29 equity markets across five continents. Liquidnet is headquartered in New York with offices in London, Toronto, Tokyo, Hong Kong and Sydney.
Partnership Overview
Moxy Liquidnet Integration gives you instant access to the Liquidnet alternative trading system. When you enter orders in Moxy, Liquidnet automatically receives the information to find the best trading opportunities.
Contact Information
For more information, e-mail John Adam at jadam@liquidnet.com.
Luminary
Estate Planning
Company Overview
Luminary is a data and collaboration platform purpose built for trust & estate services. The cutting-edge software digitizes information otherwise trapped in original documents, and connects it with applications for visualization, what-if analysis, tax value creation tracking, and custom reporting. It also enables third-parties to work seamlessly in service of a shared client. Luminary’s customers are leaders in the delivery of trust & estate outcomes for complex clients, including wealth managers, professional services practices, and family offices. The platform enables advisors to:
- Increase team efficiency and scale efforts across more clients in less time
- Own the value of tax-alpha and elevate how clients appreciate trust & estate services
- Deliver a consistent, ‘family office’ experience
Contact Information
Website: www.withluminary.com
Email: pgordon@withluminary.com
MoneyGuidePro
Financial Planning
Company Overview
MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning's RIA survey. That's because we make planning all about the client. Our collaborative online approach motivates clients to become involved, engaged, then invested. MGP's unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you'd expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro.
Partnership Overview
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
Email: support@moneyguidepro.com
Phone: 800-743-7092
Morningstar
Research and Analytics, Performance Attribution
Company Overview
Morningstar DirectSM for Wealth Management empowers wealth managers to confidently deliver bespoke, professional advice through accessible, customizable reports built on Morningstar’s independent investment data, cutting-edge research, and advanced, holdings-based analytics.
Morningstar Direct covers over 583,000 investments and real-time market data on approximately 22.3 million exchange-traded equities, derivatives, commodities, futures, foreign exchanges, and precious metals.
Contact Information
Email: DTASales@morningstar.com
Phone: +1 877-586-5405
Website: https://www.morningstar.com/products/cloud/wealth-management
Omgeo
Post-Trade Workflow Automation
Company Overview
With 27 combined years of experience, Omgeo is the result of a global joint venture between the Depository Trust & Clearing Corporation (DTCC) and Thomson Financial, a leading provider of financial workflow solutions. Omgeo is one of the largest providers of STP solutions to the securities trading industry, and currently services over 6,000 investment managers, broker/dealers and custodians in more than 40 countries. Through Omgeo’s numerous STP partnerships, they are able to provide technology and services that improve the management of post-trade and pre-settlement operations. Omgeo works closely with service providers, infrastructure suppliers, industry standards organizations, and their clients to provide STP solutions that will increase operational efficiency and reduce risk for the world’s investment management community. Omgeo’s ultimate goal is to provide services and products that will increase their clients’ business value and their clients’ bottom line.
Partnership Overview
Advent’s integration with Omgeo enables clients to streamline and automate their post-trade workflow. This seamless integration allows traders, investment managers and operations personnel to focus on exception processing, thereby improving resolution time and reducing trade failures.
Omgeo OASYS
With the use of the Moxy Two Way OASYS Interface, users can export US domestic equity and fixed income trade allocations electronically to Omgeo’s OASYS 4.0 software. The interface sends trade data to the OASYS host, where participating brokers can retrieve it. Allocation status updates are displayed directly on the Moxy trade screen.
Omgeo Central Trade Manager (Omgeo CTM)
Simplify your post-trade processes for cross-border and non-US based domestic trading by leveraging Moxy's CTM interface. Send broker allocations for central trade matching and receive trade match status directly in Moxy.
Contact Information
For more information about how you can benefit from integration with Omgeo solutions, contact your Advent account manager or Advent Sales Direct Response.
PractiFI
CRM
Company Overview
PractiFI is the business management platform for financial advice, retirement and insurance. It provides a single source of truth for client information and allows advisors to run their business in the cloud, automate processes, integrate point solutions and engage more meaningfully with customers.
The integration empowers financial advisors to offer better quality advice to their clients, with easy access to accurate portfolio data in a client context. Advisors will benefit from seamless synchro
Contact Information
www.practifi.com
Adrian Johnstone
adrian.johnstone@practifi.com
Quovo
Account Aggregation
Company Overview
Quovo (acquired by Plaid in January 2019) is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. With industry-leading APIs, modular applications, and enterprise solutions, Quovo makes it easier than ever to connect with your client’s financial life. Today, hundreds of institutions, thousands of advisors and millions of end-users rely on Quovo’s technology for account aggregation, bank authentication and ongoing insights to build better financial futures.
Partnership Overview
Quovo Aggregation enables financial advisors to integrate all of their client’s accounts across thousands of financial institutions, unlocking the full potential of the Black Diamond® wealth platform. Using cutting edge techniques derived from data science, Quovo provides smarter aggregation that transforms what’s possible – for institutions, advisors, and clients alike. Financial advisors can purchase Quovo directly from SS&C Advent and will receive Level 1 support from their regular Black Diamond service team.
Contact Information
Nina Whelan
Email: nwhelan@quovo.com
Phone: (212) 643-0695
Redtail Technology
Client Relationship Management
Company Overview
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all these things while simultaneously improving operational efficiency.
Partnership Overview
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
For more information, visit www.redtailtechnology.com.
Phone: (800) 206-5030
Fax: (916) 669-1743
Email: support@redtailtechnology.com
Refinitiv
Security pricing and reference data
Company Overview
Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community - driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime. For more information, go to www.refinitiv.com.
Partnership Overview
Integration is currently available to customers on Geneva 8.0 or higher worldwide, and for APX customers in Europe, Middle East and Africa.
RightCapital
Financial Planning
Company Overview
RightCapital is an innovative Fintech firm focused on financial planning technology. Founded by accomplished and successful industry executives in 2012, RightCapital created the goal of developing next generation financial planning software that advisors can use to simplify financial planning and provide unparalleled user experience for their clients.
RightCapital provides a revolutionary financial planning tool that redefines the planning experience. RightCapital’s modern design and ease of use allows advisors to cut down the time and cost of creating plans and focus on interaction with their clients. RightCapital supports comprehensive financial planning including industry-leading tax planning capabilities such as Roth IRA conversions and tax-efficient retirement distributions.
Partnership Overview
Benefits of integration with the Black Diamond wealth platform:
- Allows Black Diamond users to seamlessly import client’s account and holding data to RightCapital and create a comprehensive financial plan in minutes.
- Automatically imports cost basis of holdings for tax planning capabilities in RightCapital and gives Black Diamond users the ability to illustrate advanced tax planning capabilities, such as Roth IRA conversion and tax efficient retirement distribution strategy.
- Automatically updates the holding and pricing information daily and creates a real-time update of client’s financial plans.
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
Shuang Chen
Email: sales@rightcapital.com
Phone: 773-835-2269
Website: www.RightCapital.com
Risclarity
Portfolio Analytics
Company Overview
Risclarity is a financial technology company that provides personalized technology platforms for family wealth firms to digitally manage their business, including data collection, display, and reporting across disparate data streams, as well as customization of software to the operation modules and workflows of each firm. Our bespoke technology solutions include access to the technology platform, its integration via our consulting services, and operational support for the firms that use our technology.
Contact Information
Riskalyze
Risk Alignment
Company Overview
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform. It empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly.
Partnership Overview
Riskalyze is one of four Platform Partners to integrate with the Black Diamond® Wealth Platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, Riskalyze is firmly committed to providing resources to build deep two-way integrations with Black Diamond. Financial advisors can purchase Riskalyze directly from SS&C Advent and will receive Level 1 support from their regular Black Diamond service team. Learn More.
Contact Information
Email: info@advent.com
Phone: (800) 727-0605
Website: https://www.riskalyze.com/
RiXtrema
Portfolio Crash Testing
Company Overview
RiXtrema builds advisor risk management software that makes complex portfolio risk concepts easy to explain to any client. Enhance your value proposition, become a trusted advisor and grow your business with Portfolio Crash Testing from RiXtrema.
Portfolio Crash Testing is a risk management software used by top RIAs and BDs. Advisors differentiate their offering by showing portfolio risks prospects did not know about. You can then optimize investor’s risk profile using Portfolio Crash Testing optimizer. PCT is the only tool for advisors that is based on top mathematical methodology from the research team who won 2015 Peter L. Bernstein Award for top research study.
Partnership Overview
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
To learn more, visit www.rixtrema.com.
Email: mail@rixtrema.com
Phone: (212) 513 7070
Salentica
Customer Relationship Management
Company Overview
Salentica is a market leader in providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for RIA’s, Broker Dealers, Family Offices, Banks and Trust Companies on a choice of either Microsoft Dynamics CRM or Salesforce platforms. Salentica® CRM provides a 360° view of your clients and prospects and is designed specifically for wealth management firms. As a full service CRM solution provider, Salentica helps clients with project management, data conversion, training, custom development and support.
Salentica has alliances and partnerships with leading technology providers including real time integration to Schwab OpenView Gateway™ and TD Ameritrade Institutional Veo®, form filling software provider Laser App and a host of other products to provide our wealth advisor clients with an integrated CRM experience. Salentica CRM is also integrated with Microsoft Outlook for easy activity history tracking.
Salentica CRM enables all users within a firm to see one view of the client from Business Development and Marketing, to Client Service, Operations and Compliance teams along with Senior Management – everyone stays on top of client and prospect needs and ensures your firm processes become repeatable, reportable and a differentiator in a competitive landscape..
Partnership Overview
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
To learn more, visit www.salentica.com
Skience
CRM
Company Overview
Skience® is an industry-leading digital transformation platform for broker-dealers and RIAs that provides wealth managers an efficient way to unify their technology, increase back-office and advisor productivity, and deliver a great client experience. Leveraging deep integrations with the industry’s leading custodians and technology providers, Skience streamlines and automates critical business processes: client onboarding; new account opening; straight-through processing; data aggregation; compliance; and analytics.
Partnership Overview
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
Slack
Compliance
Company Overview
Slack is your company's home for everyone and everything—a productivity platform that helps companies achieve more. Slack Enterprise Grid is the ultimate collaboration solution for large organizations, offering unmatched scalability and security. It connects multiple workspaces, providing a unified platform for effortless communication. Channels organize conversations by topic, project, or team, enhancing collaboration. Advanced security features and robust admin tools ensure sensitive information is protected. Plus, Slack Enterprise Grid integrates seamlessly with Black Diamond’s Digital Message Surveillance solution (DMS).
Slack Compliance Archiving with DMS
- Collaborate with Confidence: Enterprise collaboration tools like Slack are essential for effective communication and workflow management but pose challenges in meeting strict regulations like those from the SEC and FINRA. DMS provides a compliance solution tailored to address these challenges in the wealth management industry.
- Seamless Integration and Archiving: DMS integrates seamlessly with Slack through a custom API, capturing every type of communication within your organization's workspaces, ensuring comprehensive oversight. It archives these communications in their original format, including all files, emojis, mentions, and timestamps in immutable storage. This process preserves data integrity and provides transparent, unchanged evidence vital for e-discovery. Additionally, DMS's advanced search capabilities deliver accurate, tailored results for specific discussions, keywords, or compliance issues, significantly reducing false positives and saving time.
- Holistic Compliance Overview: DMS enhances compliance oversight by integrating with additional RCI compliance modules, linking Slack conversations with critical data like positions, trades, and CRM entries. This provides a unified view of activities, allowing compliance professionals to manage data within a single system, streamlining operations, and ensuring seamless data correlation.
To learn more, visit http://slack.com/apps/A06AFGHSZK6-digital-message-surveillance-dms and https://www.ssctech.com/about/privacy.
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
SmartRIA
Compliance
Company Overview
Smart RIA simplifies compliance for financial advisors. Our cloud based, responsive (works beautifully on mobile, tablet and desktop-sized screens) software is highly secure, surprisingly easy to use, and is used by firms ranging in size from one-person shops to national firms with over 100 professionals.
Smart RIA's award-winning software is used by over 1,000 firms across the US to simplify their compliance responsibilities. Features include compliance surveillance for large firms, alerts for trade inactivity, portfolio variance, high cash balance, personal trade monitoring, and more. Smart RIA integrates with Black Diamond to import your custodial data for compliance-related client account alerts and personal trade monitoring.
Contact Information
Website: http://www.smart-ria.com
Email: sales@smart-ria.com
Smartleaf
Automated Rebalancing
Company Overview
Smartleaf allows advisory firms easy management of personalized portfolios by providing clients of any size with the highest level of customization and tax management. Additionally, direct indexes, customization, and tax-management options are simple selections within pull-down menus that are automatically implemented. Smartleaf manages the entire portfolio holistically in a single account to achieve the optimum balance between tax and risk within every asset class and any combination of mutual funds, ETFs, individual equities, and ADRs. Client-facing advisors spend zero time rebalancing and trading portfolios, freeing them to focus on clients. At the same time, a centralized team of one to two employees conducts the rebalancing daily.
Contact Information
Please contact Bob Leaper
SMArtX Advisory Solutions
SMA/UMA Model Marketplace
Company Overview
SMArtX Advisory Solutions is the next generation turnkey asset management platform using proprietary trading and managed accounts technology to power SMArtX, SS&C Advent’s integrated unified managed account solution. It is the only platform to offer traditional, alternative, and passive index investment strategies in a unified managed account structure.
Partnership Overview
SMArtX is one of four Platform Partners to integrate with the Black Diamond® wealth platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, SMArtX is firmly committed to providing resources to build deep two-way integrations with Black Diamond. As part of the partnership, all Black Diamond reporting fees are waived for assets managed on the SMArtX platform. Learn more.
Contact Information
Email: info@advent.com
Phone: (800) 727-0605
Website: https://www.smartx.us/
SS&C Accord
Alternative Investment Data | Portfolio Analytics
Company Overview
SS&C Accord, an offering of SS&C Technologies, helps to aggregate siloed data, deliver analytics needed to help investors and helps you make data-based decisions on alternative asset classes. Staying true to its SS&C roots, Accord combines proprietary AI and machine learning technologies with an industry leading professional service team to proactively find operational efficiencies, cut costs, and create scale. Together, they streamline the alternative asset management and reporting process and enable users to make data-driven decisions on alternative asset classes.
SS&C Accord harmoniously connects with the Black Diamond Wealth Platform to deliver accurate near-time reporting on alternative investments. The streamlined process saves valuable time for Black Diamond users and enables advisors to make data-based decisions on alternative asset classes from within Black Diamond.
SS&C Accord will help firms to:
- Control costs: A single data source eliminates the needs for multiple systems.
- Scale effectively: Manage end-to-end data requirements across financial systems.
- Automate manual tasks: Technology-driven solutions powered by machine learning to maintain and transmit data.
Learn more about our extensive industry expertise and AI-powered technology.
Contact Information
Website: https://www.ssctech.com/products/ssc-accord
Email: info@advent.com
SS&C Risk & Compliance Intelligence Platform (RCI)
Regulation Technology
Company Overview
SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably. Through a combination of organic innovation and strategic acquisitions, we have assembled a comprehensive selection of technology and service capabilities, backed by industry-leading expertise. From this menu, we can build and support an operational platform customized to your needs, with deployment options based on your business objectives. Headquartered in Windsor, Connecticut, SS&C serves a worldwide clientele through a global network of offices. We are publicly listed on the NASDAQ (SSNC) and remain exclusively focused on the investment management and financial services industries.
RCI is a web-based, account, portfolio and transaction surveillance and monitoring platform designed for Compliance Officers. Introduced to the market in 2008, RCI has Broker-Dealers, RIA's and Asset Management clients internationally as well as in the USA and Canada. RCI aggregates and analyzes any data to support the regulatory requirements of our user firms. At the core of RCI are comprehensive user firm defined, customized and pre-configured compliance test libraries that provide out of the box surveillance capability along with extensive workflow and archiving features. RCI's Broker-Dealer/ RIA, Anti-Money Laundering, Investment Suitability, Senior and Elder Abuse and Employee Trading Activity Monitoring modules provide specific features, functionality and compliance tests to support the regulatory requirements of its users. As a SaaS offering, RCI and our user firm data is fully hosted in SS&C's secure data centers.
Contact Information
Website: https://www.ssctech.com/solutions/products-a-to-z/risk-compliance-intelligence-platform
Martin Orbach – Head of Product – morbach@dstsystems.com
Pete Dickson – RCI Sales – pdickson@dstsystems.com or 415-548-0339
StratiFi Technologies Inc
Portfolio Analytics
Company Overview
StratiFi is a one-stop shop risk-analysis and compliance solution for wealth management firms.
StratiFi helps wealth management firms and their financial advisors:
1) Implement a simple and repeatable process to close more prospects
2) Standardize risk and proactively monitor it to lower investment stress
3) Enhance surveillance of an advisor's business to improve compliance efficiency
4) Scientifically assess investment suitability to reduce business risk
Partnership Overview
Our technology platform empowers investment advisors to use sophisticated institutional risk metrics to analyze and visualize risk on a simple 1 to 10 scale and see if the portfolio's risk truly aligns with the client's risk tolerance. Our award-winning platform has been voted as the industry's best risk-tolerance, client-profiling and compliance technology for financial advisors.
Contact Information
Website: www.stratifi.com
Email us at sales@stratifi.com
SunGard Global Network
Electronic Trading Destinations
Company Overview
SunGard Global Network (SGN) connects institutional asset managers, hedge funds and broker-dealers to trading venues worldwide. The network supports multi-asset order routing in FIX and proprietary formats, trade execution, post-trade communication, analytics and reconciliation. SGN Securities also links to major third-party order-routing networks and delivers low-latency global market data.
Partnership Overview
Advent’s partnership with SGN enables your to achieve a complete straight through processing (STP) environment. Together, Advent Software and SGN’s connectivity help streamline the key trade lifecycle components including, electronic order routing, broker allocations, confirm/affirm, and custodian bank notifications. More than 550 firms rely on this integration to help to minimize the risk and cost associated with trading.
Trade Execution
Using the Moxy® integrated Financial Information eXchange (FIX) engine, SGN provides you with real-time connectivity to more than 500 global trading broker destinations. Users benefit from a robust testing and certification process between Moxy and SGN. In addition, Advent and SGN work together to provide users with end-to-end support for critical trade communications.
Broker Allocations
By using the industry standard FIX protocol, SGN is rapidly expanding the post-trade process of notifying brokers of trade allocation details. It leverages existing Moxy FIX allocation support, allowing you to deliver allocations and receive acknowledgements directly from your Moxy trade screen. SGN also offers a critical tool that enables users to monitor FIX connections and allow the redirect of trades if a connection drops.
Confirm/Affirm
Using SGN’s web-based download, you can retrieve DTCC confirmations and deliver back affirmations. To further streamline this workflow, the Advent DTCC interface provides you with tolerance-based local matching to reconcile confirmations against information in Axys®, Moxy, and Advent Portfolio Exchange® (APX).
Custodian Bank Notifications
SGN leverages its network to connect managers with their custodians for trade notifications. Trade details are uploaded from Moxy and delivered to SGN for translation (SWIFT and non-SWIFT format) and delivery. In addition, the service includes a web-based dashboard to give you oversight and control over the process.
Contact Information
For more information about how you can benefit from the Advent/SGN partnership, contact your Advent account manager or direct sales representative.
SunGard’s Fox River Execution Solutions and SGN brokerage services offered within the United States and Canada are provided by SunGard Brokerage & Securities Services LLC, Member NYSE, FINRA, SIPC.
Telemet America
Real-time Pricing for Moxy
Company Overview
Telemet America, Inc. has served the investment professional for over a quarter of a century. The Telemet Orion system is a world class market data, portfolio analytics and research platform. Telemet Orion is a “single solution” providing investment research, corporate financial data, market data, news, charts and portfolio analysis, including true transaction based performance attribution. With Telemet Orion you’re assured of a tightly integrated, fast, accurate platform with stable, mature software and advanced features.
Partnership Overview
With the ever-quickening pace of today’s investment industry, traders and portfolio managers know that their performance relies not only on their abilities but on state of the art, automated solutions.
Contact Information
To learn more about this integration contact Walker Hunter at walker@taquote.com.
Timelineapp Tech Limited
Retirement Planning
Company Overview
Timeline is the next-gen retirement income software used by financial planners to illustrate, create and manage sustainable withdrawal strategy for their clients. It’s used by advisers in the UK, US and other developed countries across the world. Timeline’s extensive empirical asset class and longevity data help financial advisers bring a client’s retirement journey to life and answer their big retirement income questions.
The next-gen retirement income software used by financial advisers and institutions to create and manage sustainable withdrawal strategies for clients. With users in seven countries - including the US, UK, Canada, Australia and Ireland - Timelineapp’s vision is to help 10 million baby boomers face retirement with confidence.
Contact Information
Website: timelineapp.co
Email: info@timelineapp.co
Phone: +44 01268 502 454
Tolerisk
Risk Tolerance Assessment
Company Overview
Tolerisk is leader in Fiduciary Caliber Risk Tolerance Assessment technology for Financial Advisors. Tolerisk is used by RIAs and Broker/Dealers in wealth management, financial planning, and employer sponsored retirement plans. Tolerisk provides a simple and flexible user interface, allowing advisors cloud-based access to a variety of solutions to fit each unique client, prospect, or plan participant’s needs and goals. Harnessing traditional fixed income mathematics, Tolerisk provides a deep analytical output expressed in an extremely simple and easy to understand format.
Partnership Overview
Unlike traditional risk tolerance assessment tools which focus primarily on the client's personality, Tolerisk® measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. A finalist in the 2017 XYPN Fintech Competition, Tolerisk was also lauded by Wealthmanagement.com as 1 of 6 technologies advisors needed to see following Finovate Fall 2018.
Contact Information
Phone: 856-306-8873 Option 1
Email: Sales@Tolerisk.com
Website: www.Tolerisk.com
Totum Risk
Risk Tolerance, Portfolio Analytics, & Proposal Generation
Company Overview
Totum is the only online risk tolerance solution that helps advisors understand how much risk their clients can take based on their life situation (risk capacity). With Totum, advisors can easily customize how they engage with their clients and have in-depth discussions about their Risk Preferences, Risk Capacity and Portfolio Risk.
Totum’s AI capabilities continuously update the risk capacity score based on a person or household’s life situation… similar to a credit score. Any time the portfolio drifts outside of the two scores the advisor is alerted.
Totum’s frontend is user-friendly and its backend uses AI, block chain technology, and quantitative models based on academic algorithms to score risk capacity, risk preference, and the client’s current portfolio. The information is presented in a format that makes it easy for advisors to review with their clients and make accurate portfolio selections.
Contact Information
To learn more, visit www.totumrisk.com, or email Geoff Wall at geoff@totumrisk.com.
Vanilla
Estate Planning
Company Overview
Vanilla is an estate advisory platform purpose-built to enable financial advisors to form deeper relationships with their clients by empowering them to grow and protect their legacy. From robust and easy-to-understand visualizations of complex estates, detailed diagrams of how assets transfer to future generations, and ongoing estate monitoring, Vanilla is reinventing the estate planning experience end-to-end.
Partnership Overview
In addition, Vanilla is an award-winning estate planning platform that provides advisors with a complete picture of their client’s entire estate and a deeper understanding of their ultimate goals so they can:
- Easily onboard their client’s family information, financial data, and planning documents
- Dynamically visualize and analyze the estate
- Create proactive, ongoing communication
Contact Information
For more information, please visit www.justvanilla.com
Virtus
Bank Debt Security and Reference Data
Company Overview
Virtus Partners, LLC provides fixed-income collateral administrative services and data on structured and non-structured transactions across a broad spectrum of investment vehicles, including Hedge and Private Equity funds, separate accounts, Collateralized Loan Obligations (CLOs), and Total Returns Swaps (TRS).
Virtus also provides solutions for fixed-income asset managers looking to outsource their Middle Office requirements. For administrative services requiring a Trustee function, such as CLOs, Virtus has partnered with Citibank Agency & Trust to offer a seamless and holistic administrative package.
Partnership Overview
The following services are made available to our customers. Resulting data is available via our Geneva WFM accelerator:
- Asset administration
- Portfolio Administration
- Compliance modeling and monitoring
- Waterfall modeling and monitoring
- Cash reconciliation
- Loan settlement services
- Global and Position Loan Data Services
- Agent Bank and Document Management
- Full middle office outsourcing
- Custom development and integration
Contact Information
For more information, e-mail Robert Tomicic at Robert.tomicic@virtusllc.com.
Wealthbox® CRM
Customer Relationship Management
Company Overview
Wealthbox is a web-and-mobile CRM product for financial advisors to manage client relationships.
Wealthbox is an easy-to-use, full-featured CRM product tailored for financial advisors. Features include contact management, email, tasks, calendars, automated workflows, industry integrations, and more.
Contact Information
Email: sales@wealthbox.com
Website: wealthbox.com
Wealthcare Capital Management
Financial Planning
Company Overview
Wealthcare Capital Management LLC (Wealthcare) has been transforming theoretical plans into life-changing realities using our patented goals-driven process in conjunction with our GDX360® software since 1999. Wealthcare’s turnkey solution for independent financial advisors, WealthcareGDX®, takes our goals-driven planning and investment management process complete with a robust digital advisor and client experience and incorporates Wealthcare’s human capital of professionals who provide operations, planning, trading and re-balancing, compliance, marketing, and billing support.
With our proprietary financial planning process model and patented Comfort Zone® technology, our approach integrates and elevates the wealth experience to higher levels for financial advisors and their investors.
GDX360 is a goals-driven wealth management software for financial advisors, firms, and investors that connects the key parts of goals-driven advice: financial planning, investments, trading, rebalancing, and monitoring.
Contact Information
Website: Wealthcaregdx.com
Email: salesteam@wealthcarecapital.com
Wolters Kluwer Financial Services - GainsKeeper® FundTax™
Automated tax calculations & reporting
Company Overview
GainsKeeper® FundTaxPro, from Wolters Kluwer Financial Services, delivers automated tax calculations & reporting solutions for more than 3,000 U.S. mutual and hedge funds. By helping funds avoid wash sales, manage capital gains distributions & increase after-tax performance, GainsKeeper® FundTaxPro can reduce the time spent on tax compliance and minimize the risk of tax reporting errors.
Automated Wash Sales
GainsKeeper® FundTaxPro provides complete tracking of wash sale deferrals and reversals, holding period carry-overs, and basis adjustments. Wash sale algorithms are fully integrated with corporate action functionality — relieving the arduous task of manual tracking across reorganizations. GainsKeeper® FundTaxPro’s customized reports provide detailed audit trails of all wash sale adjustments.
Automated Straddles
Complex tax rules make manual tracking of straddles and their deferred losses tedious & time consuming. With its automated straddle tracking functionality, GainsKeeper® FundTaxPro automates and simplifies this task, applying both of the two distinct loss deferral rules and then tracking positions in future periods.
Automated REIT Basis Adjustments
GainsKeeper® FundTaxPro tracks, calculates and reports on all relevant tax adjustments related to REIT securities and their distributions. It automates the calculation of Return of Capital, Long term Capital Gain and §1250 amounts paid on REIT securities. GainsKeeper® FundTaxPro also tracks basis adjustments on securities sold and calculates the appropriate gain or loss.
The Flexibility You Need
Compatible with many industry-standard portfolio accounting systems — including Advent Geneva®, GainsKeeper® FundTaxPro is delivered as an ASP solution. This helps minimize technical hurdles you may face in your enterprise and ensures you are using the latest software.
Contact Information
For more information, please visit www.gainskeeper.com.
XLR8
Customer Relationship Management
Partnership Overview
XLR8 is the application that allows Financial Advisors and Wealth Managers to take full advantage of the Salesforce CRM platform, and now XLR8 and Black Diamond have built a data integration that brings 3 powerful systems together.
Additionally, the XLR8 team can assist with the complete transition into the XLR8/Salesforce/Black Diamond system (including data migration, integrations, training, etc).
Click here for a comprehensive view of all integrations in the Black Diamond® Integration Network.
Contact Information
David Ferguson
877-513-3862 ext 703
dferguson@ConcenterServices.com
www.ConcenterServices.com
Yourefolio
Financial Planning
Company Overview
YourefolioTM is the leader in estate and legacy planning software. Created in 2016 by Financial Advisors, Estate Planning Attorneys, CFP®'s and Insurance Professionals, Yourefolio has become the go-to estate and legacy planning software for those that provide estate planning in their suite of services.
Partnership Overview
Yourefolio's platform provides everything need to provide an enhanced estate and legacy planning experience for advisors clients and prospects. Some of the highlights include, a tool to stress test current estate plans, visual illustrations to provide better understanding and a connection to estate planning attorneys for document delivery. Yourefolio is used by hundreds of advisors all over the world for their estate planning needs.
Contact Information
Website: yourefolio.com
Email: info@yourefolio.com
Phone: (800) 206-5030
Zacks Professional Services
Research and Analytics
Company Overview
Zacks is a privately owned 550 person Chicago-based firm with 30 years of experience providing U.S. equity investors with the investment information required to operate their investment processes. Since its founding in 1978 as a provider of consensus EPS forecasts, Zacks has expanded its services to US equity investors to encompass the full range of investment information, research and tools required to effectively manage individual and institutional US equity investment processes. Zacks now provides investment data, market data systems, proprietary quantitative models and analyst written research to institutional investors, brokerage firms, individual investors and corporations.
Partnership Overview
Zacks Portfolio Monitor provides portfolio managers with a single workflow that unites the powerful Zacks Research System (ZRS) framework for equity valuation together with the portfolio valuation and fundamental characteristic reporting present in Zacks Portfolio Monitor (ZPM). ZPM has been designed specifically for users of Advent Software’s (NASDAQ: ADVS), Axys® and Advent Portfolio Exchange® (APX) portfolio accounting and reporting systems as part of the Advent Global Alliances Program. The integration of Zacks Portfolio Monitor with third party portfolio accounting vendors delivers presentation quality portfolio reports in an easy to use, flexible Zacks Research System environment.
Advent Portfolio Exchange (APX) & Axys
Zacks Portfolio Monitor (ZPM) is a database application that combines third party portfolio attributes together with the Zacks proprietary database of clean and consistently stated data. With a single mouse click, users of ZPM can navigate any/all client accounts through any number of user defined portfolio reports featuring the Zacks proprietary database of fundamental, estimate and valuation content. ZPM is designed to work with the core Zacks Research System (ZRS). A single workflow unites both ZPM and ZRS; users can navigate between portfolio reports in ZPM and advanced individual equity analysis routines in ZRS without losing context in either capability.
Contact Information
For more information, email Tim Nyland, CFA at TNyland@Zacks.com.