CLIENT VIDEO

Client Story: Homrich Berg

Learn how Advent's Black Diamond helped one client capitalize on the "holy grail" of wealth management reporting and realize a significant growth in assets.

Client Story: Symmetry Capital

Hear how one client uncovered new layers of scalability by outsourcing their operations with Advent's Black Diamond, developing their expertise without growing headcount.

Client Story: Triad Hybrid Solution

“We want to provide our Advisors access to the best performance reporting available. The most secure data. And that’s what we found with Advent’s Black Diamond.”

Client Story: AdvisorNet

Hear why one RIA Aggregator client calls Advent's Black Diamond an "industry leader" that helps them get ahead of competition, attract top advisor talent, and expand their client base.

FEATURED CLIENT STORIES

"Our assets under management have more than doubled since 2008. That could not have happened so easily without Black Diamond."
Nancy Gire, CPA, CFP®, Senior Financial Advisor, Director of Operations
J. P. King Advisors, Inc.
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"The 'wow' factor for us is the transparency into the system that we now have and our clients have as well."
James Moore, Vice President
DKE, Inc.
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"Black Diamond allows us to grow without straining the system or adding staff."
Mark Weiskind, Fairway co-founder, COO and Managing Director
Fairway Wealth Management
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"I would estimate over $125 million in assets have come to the firm as a direct result of us having Black Diamond."
Ronald Nelson, Chief Operating Officer
Essex Financial Services, Inc.
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"Black Diamond just allows us to tell out story better."
Tim Corley, Senior Vice President
Atlas Brown
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