Advent Software, Black Diamond and Charles Schwab announce integration agreement

Advent Software (ADVS) and Schwab Intelligent Technologies (SCHW) announced that they entered into an agreement to integrate two of Advent's portfolio management platforms, Black Diamond and Advent Portfolio Exchange via Advent OnDemand, with the Schwab OpenView Gateway. Through this agreement, Advent will be extending the availability of custody information from Charles Schwab to drive high value workflows in these platforms. The ability to access current custodial data throughout the day will help advisors, portfolio managers and operations personnel make more informed decisions and enhance client service.

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