The Black Diamond Wealth Platform is an award-winning, cloud-based solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients.
Also question is, who owns Black Diamond Financial?
Black Diamond Acquired by Advent Software. Harbor View Advisors, LLC served as exclusive financial advisor to Black Diamond Performance Reporting LLC, a leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors, in its $73 million sale to Advent Software, Inc.
Simply so, how does Black Diamond calculate performance?
Net-of-fee Performance: Net-of-fee performance shown is calculated by Black Diamond (an Advent Company) and reflects the deduction of actual management fees charged by LIM and any applicable trade fees charged by Charles Schwab.
Is a black diamond a real diamond?
Black diamonds are real diamonds, with the same chemical composition as traditional colorless diamonds. The main difference between colorless diamonds and black diamonds is the number of inclusions, which are responsible for giving black diamonds their color.
Does Black Diamond have a CRM?
With the Black Diamond and Retail CRM integration, you can: … Communicate on your client’s Timeline within their Client Experience portal directly from Redtail CRM.
What is Black Diamond Performance Reporting?
Black Diamond Performance Reporting LLC provides an Internet application that allows wealth managers to access performance reporting from remote locations.
What does SS&C advent do?
SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive.
What is Advent finance?
Advent International is an American global private equity firm focused on buyouts of companies in Western and Central Europe, North America, Latin America and Asia. … Advent operates from 14 offices in 12 countries, with affiliates in additional countries, and employs over 190 investment professionals.
What does Advent Software do?
Advent Software, Inc. provides software products and related services that automate and integrate critical operations of investment management organizations. The Company provides a variety of products for the front, middle, and back offices of investment management organizations.