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Advent Software and Schwab to integrate two platforms

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Advent Software and Schwab Intelligent Technologies are to integrate two of Advent’s portfolio management platforms – Black Diamond and Advent Portfolio Exchange (APX) via Advent OnDemand – with the Schwab OpenView Gateway.



The move will extend 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.

Dave Welling, vice president at Advent Software and general manager of Black Diamond, says: “We are looking forward to deepening our relationship with Schwab and continuing to collaborate to provide great service and technology to our shared clients. Deeper integration of custody information and workflows across the Advent, Black Diamond and Schwab platforms will help our clients realise significant productivity gains while also giving them better tools to serve their clients – and we are proud to be a part of a solution that helps to support advisor greatness.”

“This is an extension of our more than 20 year relationship with Advent, during which we have worked together to serve more than 1,400 shared clients,” says Neesha Hathi, senior vice president of advisor technology solutions for Schwab Advisor Services. “We are thrilled to be working with Advent on our continuing goal of creating access to Schwab through leading technology platforms like Black Diamond and Advent APX.”

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