Advent Software, a provider of software and services for the global investment management industry, has officially rolled out the latest version of its Black Diamond platform, which it previewed in September.

Advent Software, a provider of software and services for the global investment management industry, has officially rolled out the latest version of its Black Diamond platform, which it previewed in September.

The update has been trialed for three months by advisors including Homrich Berg, Intrepid Capital, LourdMurray, Moneta Group and RMB Capital, after details of the revamp were unveiled at AdventConnect 2014.

Improvements include a redesigned of Black Diamond’s online investor experience through a revamped investor portal that can be tailored to individual clients and delivered through a web browser, tablets, phones or other mobile devices.

Additionally, through a “bi-directional document vault,” advisors will now be able to post reports, financial planning documents, market commentary, and forms for clients to sign and return. A communication and notification system will also tailor messages to each client by custodian, investment model, specific investment or any other data element in the system or criteria established by the advisor.

“Black Diamond’s new platform and latest enhancements leverage new cloud, mobile, and social technology as well as expand platform functionality well beyond its roots in advisory reporting,” Advent said.

More than 565 advisory firms use Black Diamond to help manage more than $266 billion in assets.