Cloud-based platform Position Black Diamond as a cloud-based portfolio management and data management service provider to advisory firms seeking scalable, outsourced reconciliation and reporting, highlighting cost efficiency and ease of integration with existing tech stacks.

Growth and scale Target mid to large independent advisory firms given headcount range and references from hundreds of advisory firms, emphasizing capabilities for growth, customizable reporting, and automated data management to support expanding client bases.

Tech ecosystem Leverage the company’s tech stack (Grafana, Salesforce, Azure DevOps, Jira, ServiceNow, Adobe Experience Cloud, etc.) to cross-sell complementary modules or integrations, appealing to firms prioritizing modern, integrated workflows and analytics.

Strategic partnerships Explore collaboration opportunities with parent Advent Software and related financial services ecosystems, offering joint solutions, co-marketing, and bundled services to deepen market reach and credibility.

Security and compliance Highlight robust data management and reconciliation outsourcing as a governance-driven value proposition, aligning with advisory firms’ regulatory and fiduciary requirements to reduce operational risk and improve reporting accuracy.