McGladrey Wealth Management has implemented Advent’s Black Diamond portfolio management, reporting, and rebalancing platform to support its global wealth management teams and to enhance client experience.
The platform will enable McGladrey to offer an enhanced reporting experience to its wealth management clients as well as to improve the productivity of their advisors.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Additionally, Black Diamond’s open integration network will allow McGladrey to choose additional complementary solutions that integrate with the Black Diamond platform.
Dale Phillips, senior director and chief operating officer, McGladrey Wealth Management, said: "We selected Advent’s Black Diamond platform to help us improve our operational efficiencies and add capacity for future growth while enhancing our client experience."
Dave Welling, senior vice president and general manager of Black Diamond, said: "McGladrey is one of the most recognizable and highly esteemed names in the tax and wealth management space and we’re excited to be the platform of choice to enhance their overall client experience and support the firm’s growth."
McGladrey Wealth Management offers investment advisory services, financial planning, and other wealth management services to individuals and businesses, while Advent Software provides software and services for the global investment management industry.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
