Extensive integrations enrich the Black Diamond experience

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Exclusive Platform Partnerships

Our extensive integrations enrich the Black Diamond experience. We do what we do best, then integrate with best-of-breed partner solutions for financial planning, CRM, and proposal generation to provide you with custom solution packages, an ideal user experience and streamlined service and support. Empowering you to deliver value and advice to your clients, our featured partners include:

The Complete Black Diamond Integration Network

Our total integration network is comprised of over 45 partners as well as 900+ custodial integrations. You have the freedom to pick-and-choose the technology solutions that best fit your firm's unique business needs.

Custodial Integrations

Boasting over 900 custodial integrations and data feeds, Black Diamond accesses transactions, positions, and cost basis information to ensure you get accurate and timely data for a rich and meaningful wealth platform experience.

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Fidelity

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Pershing

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Schwab

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TD Ameritrade

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Financial Planning

Strategize and engage clients with digital planning tools that focus conversations to create meaningful financial outlooks.

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Advizr

Advizr, based in New York, NY, is dedicated to creating software that expands consumer and advisor access to high-quality financial planning services. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.

Partnership Overview:
As a Platform Partner, Advizr is firmly committed to providing resources to build deep two-way integrations with Black Diamond.  Financial advisors can purchase Advizr directly from SS&C Advent and will receive Level 1 support from their regular Black Diamond service team. 

Contact Info:
Email: info@advent.com
Phone: (800) 727-0605
Website: www.advizr.com

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Cheshire Wealth Manager

Cheshire has been building financial planning solutions for more than 20 years, with a focus on independent planners who specialize in high-net-worth clients. Cheshire Wealth Manager uses goal-based or cash flowing planning with Monte Carlo probability analysis to create detailed, easy-to-understand retirement and lifetime income plans. With advanced tax capabilities and audit trails, advisors have the tools to engage new clients and strengthen existing relationships. By integrating with the Black Diamond API, advisors can pull in real-time market value holdings, and cost basis details for new financial plans. Part of the goal with this integration was to eliminate the need for advisors to enter client information on separate systems.

Contact Info:

Email: support@cheshire.com
Phone: (617) 527-4000
Website: www.cheshire.com

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eMoney

eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide.

Contact Info:
Email: sales@emoneyadvisor.com
Phone: (888) 362-4612
Website: www.emoneyadvisor.com

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Finance Logix

Finance Logix® provides financial planning software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers.

Since 1998, Finance Logix® has created financial products with the vision that users would be able to easily identify client requirements and needs, quantify future goals, and return the most highly customizable, realistic, achievable plan of action. Finance Logix® is the result of extensive research and insights into what the financial services industry requires to market and deliver consistent, accurate, personalized financial advice.

Partnership Overview:

The wealth management industry is rapidly changing and client centric services and products are defining the new business model. Finance Logix® has created a suite of fully integrated enterprise and advisor products that allows for increased client collaboration.

Our client-facing software products are designed to be highly intuitive and promote interactive client participation in the planning, executing, and tracking cycles of wealth management.

Finance Logix® offers a compelling value proposition for clients to leverage their investment by implementing a client centric wealth management solution thus helping them to acquire client confidence and reduce the costs and complexity of integration.

Contact Info:

Website: www.financelogix.com

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inStream

Black Diamond’s independent advisor and wealth manager clients, who use the InStream Solutions financial planning solution will now have access to customer data within InStream Solutions. The integrated portfolio and account data within InStream Solutions from the Black Diamond will help our mutual clients better communicate with their clients and efficiently run their practice.

Contact Info:
Email: support@instreamwealth.com

Phone: (800) 444-1115
Website: www.instreamwealth.com

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MoneyGuidePro

MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning's RIA survey. That's because we make planning all about the client. Our collaborative online approach motivates clients to become involved, engaged, then invested. MGP's unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you'd expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro.

Contact Info:
Email: support@moneyguidepro.com
Phone: (800) 743-7092

Website: www.moneyguidepro.com/ifa/

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RightCapital

RightCapital is an innovative Fintech firm focused on financial planning technology. Founded by accomplished and successful industry executives in 2012, RightCapital created the goal of developing next generation financial planning software that advisors can use to simplify financial planning and provide unparalleled user experience for their clients. 

RightCapital provides a revolutionary financial planning tool that redefines the planning experience. RightCapital’s modern design and ease of use allows advisors to cut down the time and cost of creating plans and focus on interaction with their clients. RightCapital supports comprehensive financial planning including industry-leading tax planning capabilities such as Roth IRA conversions and tax-efficient retirement distributions.

Partnership Overview:

  • Allows Black Diamond users to seamlessly import client’s account and holding data to RightCapital and create a comprehensive financial plan in minutes.
  • Automatically imports cost basis of holdings for tax planning capabilities in RightCapital and gives Black Diamond users the ability to illustrate advanced tax planning capabilities, such as Roth IRA conversion and tax efficient retirement distribution strategy.
  • Automatically updates the holding and pricing information daily and creates a real-time update of client’s financial plans.

Contact Info:
Email: sales@rightcapital.com
Phone: (773) 835-2269
Website: www.rightcapital.com 

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CRM

Strengthen client relationships and grow with scale with a customer relationship management (CRM) system that automates workflows and streamlines lead management.

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Advisors Assistant

Advisors Assistant® is the ultimate CRM for increasing productivity and streamlining office efficiency. Advisors Assistant has been designed by listening to advisors for over 25 years to help build stronger and more meaningful client relationships. Ease of use and customer support have always been a central focus of our company.

In addition to Account Position synchronization, and Single Sign On to Black Diamond, Advisors Assistant features include Workflow Automation, Email Archiving with Outlook, Exchange, 365, and Google Apps, Role-based security, Insurance Policy Management, and integrations with the major service providers to advisors.

Advisors Assistant can be installed locally behind your firewall, or set up for cloud access on our Rackspace network, or your own cloud server. Our mobile offering uses HTML5 Responsive Programming so that it is cross-browser compatible, and automatically reformats itself based on screen size without sacrificing features.

Contact Info:

Email: cms@climark.com
Phone: (800) 799-4267
Website: www.advisorsassistant.com

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AppCrown

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The Athene Group

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Force Optimized

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Junxure

Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Founded by an award-winning advisor, Junxure’s advisor-specific CRM solutions - Junxure® and Junxure Cloud™ - support enhanced productivity and stronger client relationships through a broad range of advisor-specific capabilities and powerful workflow automation tools. ClientView Live provides a secure client portal and document vault, enabling firms to extend their services to the web through on-demand reports and two-way online communication. Junxure Mobile provides secure, live web access to Junxure CRM, enabling firms to access information anywhere, anytime on a variety of mobile devices. Junxure focuses on customer experience and results, combined with the service and support of a team of experienced wealth management professionals, technologists and practice management experts. Junxure is committed to delivering industry-leading CRM solutions with both installed software and via the cloud to help advisors improve service while enhancing profitability. 

Contact Info:

Website:  www.junxure.com

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PractiFI

PractiFI is the business management platform for financial advice, retirement and insurance. It provides a single source of truth for client information and allows advisors to run their business in the cloud, automate processes, integrate point solutions and engage more meaningfully with customers.

Partnership Overview:
The integration empowers financial advisors to offer better quality advice to their clients, with easy access to accurate portfolio data in a client context. Advisors will benefit from seamless synchronization of portfolio balances and information between the two platforms and increased visibility, enabling simple portfolio rebalancing and more.

Contact Info:

Website:  www.practifi.com

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Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all these things while simultaneously improving operational efficiency. 


Contact Info:

Email: support@redtailtechnology.com

Phone: (800) 206-5030

Website: www.redtailtechnology.com

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SS&C Salentica

Salentica is a market leader in providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for RIA’s, Broker Dealers, Family Offices, Banks and Trust Companies on a choice of either Microsoft Dynamics CRM or Salesforce platforms. Salentica® CRM provides a 360° view of your clients and prospects and is designed specifically for wealth management firms. As a full service CRM solution provider, Salentica helps clients with project management, data conversion, training, custom development and support. 

Salentica has alliances and partnerships with leading technology providers including real time integration to Schwab OpenView Gateway™ and TD Ameritrade Institutional Veo®, form filling software provider Laser App and a host of other products to provide our wealth advisor clients with an integrated CRM experience. Salentica CRM is also integrated with Microsoft Outlook for easy activity history tracking.

Salentica CRM enables all users within a firm to see one view of the client from Business Development and Marketing, to Client Service, Operations and Compliance teams along with Senior Management – everyone stays on top of client and prospect needs and ensures your firm processes become repeatable, reportable and a differentiator in a competitive landscape.

Contact Info:

Website: www.salentica.com  

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Salesforce

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Sycamore

The Sycamore Company is dedicated to providing a best practices solutions philosophy to the financial services industry. We are committed to the current Web technology environment using “cloud computing” to offer our clients on-demand, integrated, state of the art software applications. With little or no disruption to your business, we can substantially enhance your compensation, compliance, sales and marketing capabilities.

The Sycamore Company is focused on delivering best of class integrated applications. By providing the consultation, implementation and training to our clients we streamline the normally arduous process of selecting and implementing the proper software applications. We provide these software applications and the professional services to insure a successful implementation in the shortest period of time with the least amount of disruption to your business.

Contact Info:

Website: www.sycamorecompany.com/

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XLR8

XLR8 is the application that allows Financial Advisors and Wealth Managers to take full advantage of the Salesforce CRM platform, and now XLR8 and Black Diamond have built a data integration that brings 3 powerful systems together.  

Additionally, the XLR8 team can assist with the complete transition into the XLR8/Salesforce/Black Diamond system (including data migration, integrations, training, etc).

Contact Info:
Phone: (877) 513-3862

Website: www.concenterservices.com

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Portfolio Analytics

Remove subjectivity and make smart investment decisions with tools that help quantify risk and generate a variety of investment analytics.

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Advisory World

AdvisoryWorld's applications enable advisors to review asset allocation and optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by assessing Diversification measures and using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.

AdvisoryWorld maintains a library of reports that is accessible via multiple delivery methods and includes goals and risk based proposals, fund fact sheets, returns based style analysis, Monte Carlo simulation and more.

The company manages a database consisting of Mutual Fund, Stock, Bond, ETF, Variable Annuity, Separate Account Manager and Index Data.

AdvisoryWorld further offers Black Diamond users the ability to import client and position data remotely via Black Diamond web services.

Contact AdvisoryWorld today for more information and a Free Trial. Be sure to mention your Black Diamond affiliation for special benefits and pricing discounts.

Contact Info:

Website: www.advisorsassistant.com

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Everysk

Everysk Dashboards, by Everysk Technologies, is a front-office platform and leading predictive stress testing solutions that performs early diagnostics, what-if analysis and marketing. It provides comprehensive visual reports to securely share with clients. The integration with enables advisors to have their Black Diamond households, accounts, and holdings automatically appear within Everysk to quickly identify and fix portfolio risk concentrations that do not align with client objectives.

Contact Info:

Phone: (718) 710-4634
Website: www.everysk.com

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Factset

FactSet helps the world’s best investment professionals outperform. Stay ahead of global market trends, access extensive company and industry intelligence, and monitor portfolio performance with FactSet’s desktop analytics, mobile applications, and comprehensive data.

Contact Info:

Email: cms@climark.com
Website: www.factset.com

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Hiddenlevers

HiddenLevers provides the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based toolkit includes a macro scenario library, scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output. HiddenLevers is based in New York City.

Black Diamond clients can start stress testing accounts quickly with the automated HiddenLevers integration.

Contact Info:

Email: sales@hiddenlevers.com
Phone: (800) 277-4830
Website: www.hiddenlevers.com

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Kwanti

Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti’s flagship product Portfolio Lab is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.

With Kwanti/Black Diamond® integration, client position data can be imported and updated automatically into Kwanti analytics. The integration is setup in minutes. Be sure to mention the Black Diamond Wealth Platform to benefit from preferred pricing.

Contact Info:

Website: www.kwanti.com

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Telemet Orion

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Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform. It empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly.

Riskalyze is one of four Platform Partners to integrate with the Black Diamond® wealth platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, Riskalyze is firmly committed to providing resources to build deep two-way integrations with Black Diamond. Financial advisors can purchase Riskalyze directly from SS&C Advent and will receive Level 1 support from their regular Black Diamond service team.

Contact Info:

Email: info@advent.com
Phone: (800) 727-0605
Website: www.riskalyze.com

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RiXtrema

RiXtrema builds advisor risk management software that makes complex portfolio risk concepts easy to explain to any client. Enhance your value proposition, become a trusted advisor and grow your business with Portfolio Crash Testing from RiXtrema.

Portfolio Crash Testing is a risk management software used by top RIAs and BDs. Advisors differentiate their offering by showing portfolio risks prospects did not know about. You can then optimize investor’s risk profile using Portfolio Crash Testing optimizer. PCT is the only tool for advisors that is based on top mathematical methodology from the research team who won 2015 Peter L. Bernstein Award for top research study.

Contact Info:

Email: mail@rixtrema.com
Phone: (800) 799-4267
Website: www.rixtrema.com

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Totum

Totum is the only online risk tolerance solution that helps advisors understand how much risk their clients can take based on their life situation (risk capacity). With Totum, advisors can easily customize how they engage with their clients and have in-depth discussions about their Risk Preferences, Risk Capacity and Portfolio Risk.

Totum’s AI capabilities continuously update the risk capacity score based on a person or household’s life situation… similar to a credit score. Any time the portfolio drifts outside of the two scores the advisor is alerted.

Totum’s frontend is user-friendly and its backend uses AI, block chain technology, and quantitative models based on academic algorithms to score risk capacity, risk preference, and the client’s current portfolio. The information is presented in a format that makes it easy for advisors to review with their clients and make accurate portfolio selections.

Contact Info:

Website: www.totumrisk.com

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Trading & Rebalancing

Optimize portfolios and efficiently manage trades so investment strategies stay on target against a volatile market.

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BlazePortfolio

ATOM Align is BlazePortfolio's flagship product, delivering web-based portfolio modeling and trade order management to investment advisor, wealth management, trust, broker dealer, and multi-family office clients. ATOM Align streamlines the model rebalancing process and provides real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block trade order management.

Black Diamond clients can start rebalancing and trading quickly with the automated ATOM Align integration.

Contact Info:

Email: sales@blazeportfolio.com
Phone: (773) 935-2470
Website: www.blazeportfolio.com

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iRebal

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Redblack

RedBlack Software is the independent market leader in portfolio rebalancing and trading software. Its products are used by asset managementfirms, wealth managers, registered investment advisors, broker dealers, banks and trust companies.

RedBlack enables advisors to continuously monitor accounts and households, proactively rebalance in anticipation of market changes, trade rapidly, and respond to client needs. Automation of the rebalancing and trading workflow results in a scalable and more profitable practice and permits advisors to spend more time with clients and prospects.

RedBlack’s modular rebalancing and trading platform is the most advanced and sophisticated product available in the market today. Customer-driven design, innovative technology and agile delivery are core to the RedBlack vision and ensure that its products continuously evolve to meet the demands of customers and the industry. An intuitive interface, tailored training, and unparalleled support realize a short learning curve and an immediate return on investment.

Scaling and performance are at the forefront of RedBlack products and its open architecture provides integration with all leading custodians, broker dealers, and portfolio management systems.

Similar to the current integration we offer between Advent’s Black Diamond platform and RedBlack, this new integration allows Advent’s APX and Axys® clients to employ RedBlack’s unique and powerful modeling, rebalancing and optimization capabilities through seamless connectivity with Advent’s range of industry leading portfolio management platforms – all with the comfort of knowing Advent and RedBlack are working together to ensure our clients’ success.

Contact Info:

Website: www.redblacksoftware.com

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Tradewarrior

TradeWarrior is intuitive trade rebalancing software designed for financial advisors and asset management firms. TradeWarrior was founded by former investment advisors, and provides a practical real world approach to solving the rebalancing and trading needs that advisors face. The program trades in a tax-efficient manner, and can rebalance efficiently at both the Account and Household level. TradeWarrior helps advisors avoid taxable gains and detects tax loss harvesting opportunities. Additional functionalities include directed trading/swaps, avoidance of wash sale violations and redemption fees, and the ability to select, determine, and minimize long-term taxation using optimization features. TradeWarrior also utilizes a patent pending Alert system to warn users of any potential trade violations in real time.

Black Diamond clients can easily import their data into TradeWarrior with the click of one button to begin trading quickly.

Contact Info:

Phone: (801) 295-9192
Website: www.tradewarriorsoftware.com

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tRx

TRX offers tax sensitive rebalancing and trading tools for advisors to add capacity without adding employees. Our solutions allow advisors to focus their time on strategy , enhancing client relationships, and business growth. With TRX, advisors turn rebalancing and portfolio management into an easy value-add rather than a costly time guzzler.

TRX is loaded with tax efficiencies, quality control measures, and customizable features to match your firm's intricacies and your clients' varied needs. Additionally, automation streamlines compliance and simplifies SEC audits.

Above all, TRX increases profitability by increasing clients' wealth. TRX positions clients to make more money by increasing gross and net returns by reducing taxes permanently through tRx's location optimization and short-term gain avoidance. Advisors can dramatically reduce clients' tax bills instantly with tax loss harvesting and tRx's exclusive capital gain distribution avoidance function. And, it's easy to demonstrate the tax savings to clients with custom benefit reports.

Contact Info:

Website: www.trxpert.com

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Additional Integrations

From compliance, cloud document management, data services and more. These integrations offer a full breadth of options to enhance your tech-stack.

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ACA Compliance Group

ACA Performance Services, a division of ACA Compliance Group offers GIPS verification and other investment performance services to investment managers globally. ACA Performance Services acquired the GIPS verification and performance practice of Ashland partners in July 2017. With over 75 consultants, ACA Performance Services is the largest team of professionals solely dedicated to GIPS verification and investment performance services globally.

Our relationship with ACA Performance Services spans over three types of GIPS compliance and verification services.

  • • Pre-Verification and Compliance Consulting
  • • GIPS Verification
  • • Performance Examinations

Through this relationship, we have developed seamless integration across Advent Portfolio Exchange and Axys. Required data is delivered directly to ACA Performance Services saving time, improving accounting accuracy, and promoting better client service.

Contact Info:

Website: www.acacompliancegroup.com

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ACM

Ascendant Compliance Management is a leader in the compliance and regulatory services industry, offering personalized comprehensive compliance services for firms in the U.S. and abroad.

Black Diamond integrates with Ascendant Compliance Manager’s Trade Compliance Analyzer product, offering post-trade compliance testing and reporting software solutions for Investment Managers. The platform connects directly to client trading systems providing compliance analysts and traders with timely compliance alerts, risk management workflow tools, and post-trade compliance risk reporting.

Contact Info:

Phone: (860) 435-2255
Website: www.ascendantcompliancemanager.com

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Box

Box is a leader in cloud content management. It enables entire enterprises to store their business critical content securely and centrally manage it in the cloud – making it easier than ever for everyone on a team to access, edit, comment and share any of the files in real time from any device. With a seamless integration into the Black Diamond Wealth Platform’s Document Vault, the frictionless, two-way integration allows all files and folders to be visible and shareable across the two platforms. Thus, enabling an advisory firm to tailor their tech-stack to fit their unique needs, all from one comprehensive platform.

Contact Info:

Phone: (877) 729-4269
Website: www.box.com/about-us/contact-us

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Chicago Clearing

Chicago Clearing Corporation (CCC) is the claims filing specialist in securities class action settlements. With 21 years in the class action arena, CCC is uniquely qualified to file and manage securities class action claims for an assortment of investors. CCC’s client base includes: bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, family offices, high net worth individuals, market makers, specialists, proprietary trading firms and professional traders.

No matter the type of investor, CCC brings to bear its considerable and extraordinary experience to aggressively retrieve every dime owed the harmed investor. To date, CCC has recovered over $130 million for over 1,150 clients representing 2 million individual accounts.

Advent's data integration with Chicago Clearing Corp. enables clients to directly link data from ANY Advent portfolio accounting system to the security settlement recovery process.

Contact Info:

Phone: (312) 204-6970
Website: www.chicagoclearing.com

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Interactive Data

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Moodys

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Morningstar

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Quovo

Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. With industry-leading APIs, modular applications, and enterprise solutions, Quovo makes it easier than ever to connect with your client’s financial life. Today, hundreds of institutions, thousands of advisors and millions of end-users rely on Quovo’s technology for account aggregation, bank authentication and ongoing insights to build better financial futures.

Quovo Aggregation enables financial advisors to integrate all of their client’s accounts across thousands of financial institutions, unlocking the full potential of the Black Diamond® wealth platform. Using cutting edge techniques derived from data science, Quovo provides smarter aggregation that transforms what’s possible – for institutions, advisors, and clients alike. Financial advisors can purchase Quovo directly from SS&C Advent and will receive Level 1 support from their regular Black Diamond service team.

Contact Info:

Phone: (212) 643-0695
Website: www.quovo.com

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SMArtX

SMArtX Advisory Solutions is the next generation turnkey asset management platform using proprietary trading and managed accounts technology to power SMArtX, SS&C Advent’s integrated unified managed account solution. It is the only platform to offer traditional, alternative, and passive index investment strategies in a unified managed account structure.

SMArtX is one of four preferred Platform Partners to integrate with the Black Diamond® Wealth Platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, SMArtX is firmly committed to providing resources to build deep two-way integrations with Black Diamond. As part of the partnership, all Black Diamond reporting fees are waived for assets managed on the SMArtX platform.

Contact Info:

Email: info@advent.com
Phone: (800) 727-0605
Website: www.smartx.us

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Standard and Poors

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