You don’t need another product. You need a partner.
From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding.
The Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.
The Heart of
Transform your business with a comprehensive wealth management platform built for your success today, tomorrow, and beyond.
- Intuitive dashboards
- Cloud-based platform
- Automated daily data reconciliation
- Enhancements every six weeks
Home to Your Client’s
Through an immersive portal, your clients have on-demand insight into their complete wealth picture.
- Fully customizable
- Compelling visualizations
- Secure document storage
- Anytime, anywhere mobile access
We combine high tech with high touch – an elite combination that ensures you maximize use of the platform.
- Collaborative implementation
- Dedicated Client Advocate
- Ongoing training & education
All the Right
A vast ecosystem of integrated solutions empowers you to build a tech stack that saves time and enriches your firm’s overall experience.
- Network of over 45 solutions
- Direct custodial feeds
- Select platform partners
SS&C Advent Engage
Join us for SS&C Advent Engage. An immersive virtual experience hosted by SS&C Advent! Our first fully virtual conference, Engage, will offer immersive product sessions, panel discussions, Q&A opportunities and interactive educational sessions specific to the products you use.
14-Oct-2020 to 15-Oct-2020
SS&C Deliver 2021
Join us in 2021 for the industry’s premier event for executives and decision-makers across all SS&C solutions seeking hands-on learning, industry insights, and networking.
New Orleans, LouisianaLearn More
25-Oct-2021 to 27-Oct-2021
Deals & Dealmakers Webcast Series: Build or Buy - or Both
An exclusive webcast series for influencers and decision-makers in wealth management and M&A. This event is intended for Financial Advisors and Strategic Partners of Echelon.
10-NOV-2020 | 4:00-5:00pm EST
Family Wealth Report 2020
Best Portfolio ManagementWinnner
Best Client PortalWinnner
Best Portfolio Management, Accounting and Performance ReportingWinner
Family Wealth Report 2019
Best Client ReportingWinner
Best Account AggregationWINNER
Family Wealth Report 2016
Best Client CommunicationsWINNER
Best Client Reporting SolutionWINNER
Best Client PortalWINNER
Best Portfolio ManagementWINNER