Homrich Berg has selected Advent's Black Diamond for portfolio management and performance reporting.
Asset management firm Homrich Berg is upgrading from Advent's Axys wealth management platform to its Black Diamond platform for web-based portfolio management, performance reporting and data reconciliation.
"Black Diamond's institutional quality performance and risk metrics allows Homrich Berg to dive deep into investment analysis, while the flexible intuitive graphical interface for clients allows easy usage for even the casual users of technology," says Adam Fuller, principal at Homrich Berg. "The new reports will provide an aggregated view of clients' total assets that we manage including alternative investments and assets held away, which is important for a firm like ours that uses alternative investment strategies and has complex family office clients. The bottom line is Black Diamond gives us cutting edge technology, scalability to support our continued growth, and a better client experience."
While at Sibos Toronto, James shares some interviews covering topics on blockchain, fintechs and cybersecurity.Subscribe to Weekly Wrap emails