blackdiamond.advent.com | info@advent.com The Universal Wealth Management Platform: How One Operating Model Serves Multiple Wealth Segments Technology evolution and innovation is having a transformative impact across all facets and segments of wealth management. Indeed, the advisor technology industry is becoming more and more nuanced, with specialized solutions and purpose-built functionality that may not apply to all market segments. In fact, according to advisor, consultant, and blogger Michael Kitces, there are now more than 300 separate wealth management advisor technology applications—an astronomical growth rate for what was once just a tiny sliver in the technology universe. 1 While abundant choice is widely thought of as a good thing, it is now showing some drawbacks

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