Advent Software's Black Diamond platform chosen by H.D. Vest

theflyonthewall.com

Mon, Nov 12, 2012, 9:13 AM

Advent Software recently announced that H.D. Vest Financial Services has transitioned its performance reporting to Advent's Black Diamond platform to enhance their Advisors' ability to communicate portfolio performance during client meetings. Through an implementation of the Black Diamond portfolio management and reporting platform accomplished in less than six months, H.D. Vest now has easy-to-access, robust, online reporting that can be tailored to each client's needs.

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Advent Software's Black Diamond platform chosen by H.D. Vest

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