![]() Designed to meet the real-world needs that advisors and brokers face, AdvisorPeak is the product of years of in-depth research into the logistics of tax-aware portfolio trading and rebalancing, as well as a decade of success in providing innovative software to the financial advisor market. AdvisorPeak was created to focus on institutional-grade portfolio management and trading software. Frustrated by the lack of intuitive trading and rebalancing software available to advisors, its founders developed their own solution to the problem. was founded by former investment advisors with the vision of bringing exceptional software to the financial services industry. A dedicated insurance dashboard within the Client View application that launches advisors into AIM and displays a relationship-specific account list of selected policies, detailing the carrier, current market value, tax status, and more.ĪdvisorPeak, Inc.An automatic data feed of selected insurance holdings so the values can be included in client reporting and billed AUM.Seamless, single-sign-on access to AIM’s products, tools, education, and DPL’s team of licensed insurance consultants.Specifically, Black Diamond advisors enjoy benefits such as: This end-to-end experience empowers fiduciary advisors to discover, evaluate, transact, and report on insurance policies alongside other investments, enhancing the financial planning process and the advisor-client relationship. Through AIM, advisors have direct, no-cost access to a range of best-in-class annuity, life insurance, disability, and long-term care solutions. This is why SS&C has partnered with DPL Financial Partners to build the Advent Insurance Marketplace Powered by DPL (AIM). Required data is delivered directly to ACA saving time, improving accounting accuracy, and promoting better client service.Īdvent Insurance Marketplace Powered by DPL Partnership OverviewĬlients today expect holistic financial planning and wealth management services from their advisors, making insurance a critical tool in the fiduciary advisor’s toolkit. This integration provides firms with access to resources working collaboratively to synchronize third-party GIPS standards expertise with Advent’s software.Īdvent's data integration with ACA’s compliance tool enables clients to directly link Axys and APX reporting to the GIPS standards verification process. Through this relationship, we have developed seamless integration across Advent Portfolio Exchange and Axys. Pre-verification and compliance consulting.For more information, please visit Our relationship with ACA spans over three types of GIPS compliance and verification services. ACA is the largest team of professionals solely dedicated to GIPS standards verification and related services globally. Salentica CRM enables all users within a firm to see one view of the client from Business Development and Marketing, to Client Service, Operations and Compliance teams along with Senior Management – everyone stays on top of client and prospect needs and ensures your firm processes become repeatable, reportable and a differentiator in a competitive landscape.ĪCA Group (“ACA”) offers Global Investment Performance Standards (GIPS ®) verification and consulting services to investment managers around the world. Salentica CRM is also integrated with Microsoft Outlook for easy activity history tracking. Salentica has alliances and partnerships with leading technology providers including real time integration to Schwab OpenView Gateway™ and TD Ameritrade Institutional Veo®, form filling software provider Laser App and a host of other products to provide our wealth advisor clients with an integrated CRM experience. ![]() As a full service CRM solution provider, Salentica helps clients with project management, data conversion, training, custom development and support. Salentica® CRM provides a 360° view of your clients and prospects and is designed specifically for wealth management firms. Salentica is a market leader in providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for RIA’s, Broker Dealers, Family Offices, Banks and Trust Companies on a choice of either Microsoft Dynamics CRM or Salesforce platforms. Black Diamond offers a vast integration network, giving you the freedom to select and connect the technology solutions that best fit your firm’s unique business needs. ![]()
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