Blog Archives

Mobile Technology: Staying Ahead of the Curve

The uptake of mobile devices has been nothing short of astonishing but, until recently, the wealth management industry has lagged behind in adopting this disruptive technology. This comes as no surprise for an industry accustomed to strict regulation and privacy

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Posted in Advisors, Trends, Wealth Management

Looking Forward to the Next 30 Years…

Cell phones had just been invented and weighed about a kilo. Lionel Ritchie and Boy George topped the charts. The Dow was at 1,250. Lotus Notes had just been introduced. And Advent Software announced the release of The Professional Portfolio,

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Posted in Uncategorized

The New Paradigm

Advent Senior VP, Todd Gottula, discusses why financial services firms are adopting new ideas and revisiting the fundamentals of how to present information for a better user experience. Todd has global responsibility for product design, delivery, implementation and support of

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Posted in Uncategorized

Everything New Is Getting Old

Repeat any word a hundred times and it’s reduced to a meaningless sound—right? That might be what’s happening to “innovation,” a term that’s been overused since the 1990s. In the last three months, 250 books with “innovation” in the title

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Posted in Trends

Year One

It’s been one year since Black Diamond’s merger with Advent, and while no merger is easy, we’re very excited with what we’ve accomplished for our clients. It’s clear that bringing these two companies together has been very successful with even

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Posted in Black Diamond Performance Reporting


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