1. Advent’s Black Diamond Wealth Management Platform
ADVENT SOFTWARE, Inc. March 24, 2015
Advent’s Black Diamond Wealth Management Platform

2. Advent Software
Black Diamond delivers an innovative, dynamic portfolio management, reporting, and rebalancing platform. We also provide outsourced daily reconciliation and data management services so firms can focus their efforts on servicing clients and growing their business rather than managing complex back office functions.

3. The Black Diamond Solution
The Black Diamond Client Experience
Technology
Integration
Data
Service

4. Home Office Experience
Entitlement Based Platform
Data Mining Function
Rebalancing Application
Outsourced Data Reconciliation
Custodian & 3rd Party Integrations
Mobile Experience
Bulk Maintenance Tools
Batch Reporting
Sales Demo Environment
Audit Trails
End Client Reporting
Compliance Reporting
Business Intelligence
Data Warehouse
Retain & Attract Talent
Client Billing

5. Advisor Experience & Reporting
Entitlements and Configuration
“A platform that adapts to
different firms, roles and users”
User Experience
“Simplified and modernized visual and interaction designs”
Reporting
“Take reporting capabilities and related workflows to the next level”
1. Entitlement, roles, teams.

6. Advisor Platform Platform Highlights
Multiple home page “SkyViews” saved based on your personal preferences
Personalized mini applications (SkyBoxes) customizable by each user
Rebalancer
Data Mining
Customized asset classification schema
Benchmark tracking and composite reporting
Cost basis and tax lot tracking
Risk and attribution analysis
Advisor team-level reporting
On demand report generation
A web based, dynamic portfolio management and reporting platform that can be tailored to fit each Advisor and role on team

7. Investor Experience Beyond Reporting Tailored Communications
Access Anywhere
“Provide a unique
experience for different
types of clients”
“A consistent
experience
regardless of
place and time”
“Complete the
entire picture”

8. New BD Investor Experience
Today Black Diamond has over 50,000 End Investor Users on it’s Client Portal application.

9. Thank You