Reby Advisors Danbury, CT Description: Fiduciary financial planning firm AUM: $400mm from 600 households Implementation Year: 2016, added Rebalancer in 2019 BACKGROUND: — Founded over 30 years ago as an independent firm with a strong focus on financial planning and investment management — Seeking to find a more efficient, robust, and easier to use rebalancer — Looking to maximize their Black Diamond investment BENEFITS: — Powerful tax efficiencies — Proactive dashboard alerts notifying advisors as to which clients need rebalancing, have excess cash to invest, or have tax loss harvesting opportunities — Time savings through a tightly integrated solution combined with automated workflows, and an easy to use interface blackdiamond.advent.com | info@advent.com Leverag

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