A premier wealth management technology and services suite designed to simplify tech stacks and streamline operations.
SS&C Black Diamond Wealth Solutions is a comprehensive platform designed to consolidate essential wealth management functions into a unified experience. It streamlines operations across portfolio accounting, trust and retirement services, investment management, and advisor-client communications. The platform offers a highly configurable dashboard for key metrics, enabling advisors to present investment strategies and portfolio performance effectively. With strategic third-party partnerships, Black Diamond provides additional flexibility to tailor tech stacks to specific firm needs. Its adaptable architecture supports firms of all sizes, from startups to scaling enterprises, offering tools for confident and sustainable growth. Client Experience enhancements allow for custom-branded, interactive online environments, improving client engagement and satisfaction, ultimately enhancing advisor-client relationships through clear wealth visualization.
SS&C Black Diamond Wealth Solutions is a comprehensive platform designed to consolidate essential wealth management functions into a unified experience.
Explore all tools that specialize in manage investment portfolios. This domain focus ensures SS&C Black Diamond Wealth Solutions delivers optimized results for this specific requirement.
Explore all tools that specialize in client reporting. This domain focus ensures SS&C Black Diamond Wealth Solutions delivers optimized results for this specific requirement.
Custom-branded, interactive online environment for clients to view their complete wealth picture on any device.
Automated processing and accounting for alternative investments, including private equity and hedge funds.
Comprehensive analytics and reporting tools to monitor business performance and manage risk.
Automated rebalancing tools to maintain optimal portfolio allocations and manage trading activity.
Automatic aggregation of financial data from multiple sources, providing a complete view of client assets.
Initial consultation to understand firm-specific needs and workflows.
Data migration and integration with existing systems.
Custom configuration of the Black Diamond platform.
Training sessions for advisors and staff on platform features and functionality.
Ongoing support and optimization to ensure maximum efficiency.
Regular updates and enhancements to the platform based on user feedback and industry trends.
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Advanced financial orchestration for individuals and small businesses with automated bank synchronization.
Connects data, analytics, applications and expertise to power performance and mitigate risk throughout every phase of the CRE investment lifecycle.
The industry's only truly integrated front-to-back investment management platform.
A cutting-edge, unified API for quantitative research, backtesting, and live trading on the world's leading algorithmic trading platform.
An international asset manager offering a mix of investment strategies with a strong focus on sustainability.
The intelligent operating system for the world’s most sophisticated investment portfolios.
