Wealth Management Partnerships

We take our customer’s satisfaction very seriously and are very proud to work with only the best partners in the business.

Please, click on any icon below to find out more about how each particular provider brings the best service for your needs. Don't worry; we’ll bring it all together to present you with a complete solution.

An award-winning, cloud-based solution, Black Diamond is designed to meet the complex business needs...

Broadridge, a global Fintech leader and S&P 500® company with $4 billion in revenues, provides ...

Serving institutional investors since 1977, CAPIS is a women-owned agency broker that offers ...

Managing today’s complex regulatory requirements can be challenging for any ...

For more than a century, we’ve helped institutional investors grow, manage, and protect their assets by ...

First Rate exists to help wealth management companies grow and thrive as stewards of their ...

ICE Data Services, part of Intercontinental Exchange (NYSE: ICE), is a global leader in ...

Open Finance aggregates financial information from multiple external institutions, located ...

RRD is a global, integrated communications provider enabling organizations to create, ...

Our custody solutions team is committed to understanding your business and customizing our trust, custody and ...

Black Diamond

The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies.

An award-winning, cloud-based solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations, including Innovest’s end-to-end trust-enabled capabilities. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.

Financial management firms of all types and sizes leverage Black Diamond to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.

For more information, visit blackdiamond.advent.com or contact us at (800) 727-0605 or info@advent.com.

Broadridge

Broadridge, a global Fintech leader and S&P 500® company with $4 billion in revenues, provides communications, technology, data and analytics to help drive business transformation.

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Capis

Serving institutional investors since 1977, CAPIS is a women-owned agency broker that offers global execution services and commission management solutions. We pair leading-edge trading technologies with an unparalleled dedication to superior client service.

CAPIS helped pioneer the practice of providing commission management solutions to investment managers. Today, we’re one of the only brokers to offer research credit on global equity trades as well as fixed income and options trading. We’re also one of the few brokers to offer commission recapture services.

As a women-owned broker, we can help institutional investors satisfy minority or women-owned mandates through CAPIS’s 24-hour global trading desk.

Because we don’t engage in proprietary trading, work with subsidiaries, or pursue any outside interests, we’re able to focus solely on the needs of our clients. Everything we do is completely transparent. You know exactly what you’re paying for execution and research, and you know exactly where your orders are executing.

CSI Web

Managing today’s complex regulatory requirements can be challenging for any business, and CSI backs a variety of industries including financial services, import/export, insurance, payments and transportation services. Through innovative technology and personal service, CSI provides a full range of compliance solutions for the requirements of OFAC, BSA/AML, GLBA, USA PATRIOT Act, Reg E and more.

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First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record including more than 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

We design the best technologies and foster superior client relationships, enabling our partners to prosper by providing similar successful – and enduring – relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors

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ICE

ICE Data Services, part of Intercontinental Exchange (NYSE: ICE), is a global leader in market data, analytics and connectivity solutions. We offer proprietary market data from a dozen exchanges worldwide, together with indices, fixed income evaluations and reference data, and we serve the rising demand for more capacity and information with feeds, desktops and connectivity services. Our comprehensive, flexible data solutions provide coverage for global markets across all major asset classes.

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Open Finance

Open Finance aggregates financial information from multiple external institutions, located anywhere in the world. The result is the provision of a data-as-a-service platform, with all data cleansed, reconciled and normalized to a common form.

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RRD

RRD is a global, integrated communications provider enabling organizations to create, manage, deliver and optimize their multi channel marketing and business communications.

We serve large, fragmented markets experiencing tremendous changes in the ways in which organizations communicate with their target audiences utilizing both print and digital channels.

We have an extensive customer base across industries in virtually every private and public sector, an unmatched portfolio of capabilities, a proven management team and the financial flexibility allowing investments in innovative technologies and growth opportunities to meet communications challenges.

Strategically located operations provide local and international service, which affords RRD a substantial advantage in being able to recognize and capitalize on evolving industry dynamics that impact our customers' needs to drive profitable growth.

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US Bank

Our custody solutions team is committed to understanding your business and customizing our trust, custody and investment management services to your short- and long-term financial goals. Our services and support are designed with an inherent flexibility to meet each of your individual specifications, including: asset management, benefit payments, cash solutions portal, custody, master trust accounting, fixed income and deposits trading desk, performance reporting, portfolio analytics, securities lending and trustee services.

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Fifth Third

For more than a century, we’ve helped institutional investors grow, manage, and protect their assets by delivering flexible solutions with a superior level of service and unmatched value. Our clients include financial institutions, mutual funds, insurance companies, mutual fund companies, registered investment advisors, public entities, Taft-Harleys, and non-profits.

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