Essex Financial Services, Inc. Essex, CT Description: RIA/Broker-dealer AUM: $2.9 billion Implementation: 2013 BACKGROUND: — Reporting technology was outdated and put the firm at a competitive disadvantage — Needed a reporting solution that reflected more favorably on the firm — Sought a more streamlined, efficient, and accurate client billing solution BENEFITS: — Quality of reporting helps win substantial new business and retain existing clients — Client portal strengthens relationships and drives efficiency — Technology is an effective recruiting tool for new advisors — Integration capabilities help streamline operations — Billing cycle reduced from days to hours, resulting in labor cost savings blackdiamond.advent.com | info@advent.com High-quality client repor

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