Black Diamond

AdvicePeriod Expands Reporting Team with Key Black Diamond Hire

Retrieved on: 
Friday, August 10, 2018
Black Diamond, Analytics, Diamond, Boscarino, Culture

Crabtree was previously Account Manager at SS&C Advent and worked extensively with one of their product lines, Black Diamond.

Key Points: 
  • Crabtree was previously Account Manager at SS&C Advent and worked extensively with one of their product lines, Black Diamond.
  • Black Diamond is a next-generation wealth platform used by more than 1,100 advisors, wealth managers, and aggregators.
  • "We made the strategic decision to utilize Black Diamond as the central hub for our tech stack," shares Jonathan Straub, Principal at AdvicePeriod.
  • "Having Michael and his Black Diamond experience on the team will get us to the next level," said Phil Boscarino who leads the firm's Reporting and Analytics team.