Advisors using both SS&C Advent’s Black Diamond portfolio management and reporting system and the personal finance visualization software Asset-Map now have a tighter data integration. As a result, Asset-Map graphics will be available on the Black Diamond “Relationship Timeline,” on its client portal, according to an announcement.
The primary benefit to advisors using both features will be time saved, said H. Adam Holt, CEO and founder of Asset-Map. “Advisors have an arsenal of tools and platforms to enhance their practices, but we know taking full advantage of each can be time consuming,” he said in a statement. Advisors can pull information from Black Diamond into Asset-Map, eliminating duplicate data entry.
Black Diamond has been steadily adding integrations to its portal, with a decumulation financial planning software provider and custodial integrations added last year.
