Essex Financial Services has selected Advent’s Black Diamond Platform for its comprehensive portfolio management and reporting solutions.
Through the alliance with Black Diamond platform, Essex advisors will be able to offer a configurable performance reporting solution that features an improved user environment, more streamlined workflows and billing capabilities.
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The Black Diamond platform will provide Essex advisors access to client reports at anytime, creating significant time savings to develop client relationships.
The platform will also offer advisors with transparency into revenue flows before distributing bills.
Advent said that its platform will offer end-users, both the advisor and their clients, with remote access through a client portal and iPad app.
Furthermore the platform will allow Essex clients to view their complete wealth picture of assets held not only with their advisor, but also with 401(k) or IRA plans.
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By GlobalDataRon Nelson, COO of Essex Financial Services, said: "The Black Diamond team’s expert implementation, responsive service, and in-house expertise provided a smooth and swift implementation process that truly set them apart from other technology providers we considered."
