Black Diamond (An independent business group of Advent)

Filed under: Outsourcer, Portfolio Management System, Trading/Rebalancing, Performance Reporting

Company info:

  • Top executive: Dave Welling (SVP & GM, Black Diamond)
  • http://www.advent.com
  • 800-727-0605
  • 10151 Deerwood Park Boulevard, Bdg 400, Ste 300
    Jacksonville, FL 32256

RIA department info:


  • Founded in 2003

Related listings:

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Related articles:

Advent's parent buys Salentica to bolster Black Diamond CRM

SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise

Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec from central casting to run it all

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

In first major act as Black Diamond/Advent owner, SS&C Technologies hires operation chief of $14-billion RIA to fill new role

Chris Whiting left Moneta Group in September after big changes at that RIA to join the software company that did his firm's performance reporting

SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond

Pete Hess will be the asset management czar and David Welling will rule all things RIA in the new framework

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