Market Overview

AdvicePeriod Expands Reporting Team with Key Black Diamond Hire


AdvicePeriod Expands Reporting Team with Key Black Diamond Hire

National firm is reinvesting in its business by building essential infrastructure to support network of advisors

PR Newswire

LOS ANGELES, Aug. 10, 2018 /PRNewswire-PRWeb/ -- AdvicePeriod, an advisory firm built for advisors, by advisors, is pleased to announce the addition of Michael Crabtree who will oversee the firm's Black Diamond performance reporting system.

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. The tool is a cloud-based solution that advisors can leverage for expanded flexibility, to grow their business, and to transform client conversations.

"We made the strategic decision to utilize Black Diamond as the central hub for our tech stack," shares Jonathan Straub, Principal at AdvicePeriod. "By bringing on Michael, we are investing significant resources into the platform and showing our dedication to continuing to build out our infrastructure."

While AdvicePeriod has been rapidly adding new advisors, this is an example of the firm also adding to their internal team with crucial hires from its strategic partners. The firm's technological integration has been a foundation of the company since its inception, and they continue to reinvest in the business.

"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. "We are in the process of building out several new integrations, and his addition comes at the perfect time."

AdvicePeriod has been able to attract and retain some of the industry's top talent as its national network of advisors continues to grow. With the increasing sophistication of its technology stack and integrations, the firm is leading the charge as it innovates and drives change in the antiquated industry.

About AdvicePeriod:
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit:


SOURCE AdvicePeriod

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