Articles tagged "Black Diamond"
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Black Diamond partners with MoneyGuidePro to create a turnkey product
David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration
June 15, 2015 at 3:30 PM
How SS&C muscle might be just what the Black Diamond and Advent Software doctor ordered
The portfolio accounting provider to giants like Voya, Barclays and New York Life may finally get Advent into the cloud and crack the alternatives challenge
February 3, 2015 at 8:16 PM
SS&C buys Advent for the Geneva crown jewels so what happens to Black Diamond and Advent Axys?
The Windsor, Conn. software roll-up wants blue chip asset managers, opening the door for a spinoff of RIA software
February 3, 2015 at 12:33 AM
Peter Hess delivers Advent Direct specifics at AdventConnect as Dave Welling wows with Black Diamond's cloud advance
RIAs on a market high absorbed Advent Software's efforts to press skyward under rainy Las Vegas skies
September 11, 2014 at 3:40 PM
Addepar has two new 'grown-up' leaders but the same mantra: double down, triple down then quadruple down on engineering
The almost unfathomable Silicon Valley investment being poured into creating wealth management software a catch-up move after decades of falling behind
July 21, 2014 at 7:59 PM
Two years in, Advent Software gives itself a Sept. 30 deadline to release the middleware that will draw Axys users into the Cloud
Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives
May 29, 2014 at 2:34 AM
Advent Software hits the local news in Jacksonville
Florida Gov. Rick Scott comes calling as the software maker's East Coast hub hits 145 employees with plans for a quick doubling
April 28, 2014 at 11:56 PM
PCR singles out Advent/Black Diamond for reverse predatory pricing in bid to move further downmarket
The Wilton, Conn. white-shoe software firm wants to underscore its ultra-coddling that won private banks
March 3, 2014 at 9:21 PM
Black Diamond blows the lid off asset growth in Dave Welling's first year in charge
Assets jumped about 65% and the former Schwabbie says that growth is accelerating
February 26, 2014 at 8:00 AM
How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica
The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing
January 21, 2014 at 6:40 AM
Salesforce rolls out giant product, pricing changes -- a virtual doubling for the direct-sold version that could price out some mainstream RIA practices
As part of a big revamping, Salesforce founder and CEO Marc Benioff will make CRM work on mobile but it may now cost twice as much for the comparable direct-sold product
November 21, 2013 at 3:38 AM
Why a disconnect between reporting software and advisors to UHNW assets persists -- and what makes the problem so thorny
Many big-time wealth managers are plagued by their own foibles, their clients' peculiar challenges and third-parties who haven't quite gotten a handle on the challenges
November 19, 2013 at 8:05 PM
Reed Colley steps down from executive-level duties after selling Black Diamond
With bucks in the bank and his Advent mission largely accomplished, the 36-year-old entrepreneur is eyeing ventures, offering his two cents at Advent when asked
September 26, 2013 at 3:55 AM
Peter Hess throws a Black Diamond lifeline to stubborn Advent Axys users, but will the price be right?
The Advent CEO shows his respect for 1,400 change-averse Axys loyalists -- who hold hundreds of billions in assets -- by paving the way for delivery of Black Diamond's coveted reports
September 25, 2013 at 5:46 PM
Black Diamond divulges 'unbelievable' data about how Advent is doing, two years after its $73-million buy
The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking
