Blog Archives

Not all reconciliation is created equal

Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well.

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Posted in Technology, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

Transforming an Industry: A Shrimping Tale

Three years ago, I moved my family from the San Francisco Bay Area to Jacksonville to join Black Diamond. My friends in Silicon Valley were baffled by (OK, scoffed at) my decision to join a technology start-up on the other

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Posted in Black Diamond Performance Reporting

Reconciliation and Data Management: What You Can Expect in 2013

What key trends do Advent clients and industry experts expect to see dominating the reconciliation and data management arena in 2013? After the financial crisis of 2008, many firms adopted a “do more with less” approach. What they learned is

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Posted in Advisors, Asset Managers, Hedge Funds, Trends


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