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Black Diamond also boasts winning 'majority' of larger 'Office' clients with data and discount deals, yet the battle rages for hundreds of other firms.
Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
The owner of Advent and Black Diamond buys tiny two-person Redmond, Wash. firm that also solves Schwab's PortfolioCenter problem with digital add-on
The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer
Calling it multicustody may be a stretch but the firm is determined to compete head-on with its own performance reporting software
The Advent CEO says his firm, under SS&C ownership, will consider buying CRM, financial planning and rebalancing firms
The Windsor, Conn. software roll-up wants blue chip asset managers, opening the door for a spinoff of RIA software
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