Homrich Berg to Use Advent's Black Diamond for 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."

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.

CME: CFTC OKs clearing move to Google Cloud

The CFTC has given the Chicago-based exchange approval to run its clearing and settlement infrastructure on the Google Cloud Platform, while the exchange and vendor have extended their partnership to last until at least 2037.

Most read articles loading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here