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The Black Diamond Wealth Platform Research & Analytics Bundle | Exclusively for Morningstar Office Users

Black Diamond's award-winning, next-generation platform—Infused with Morningstar's unparalleled data and analytics —all at competitive, exclusive strategic alliance pricing.
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The Great Wealth Transfer Is Here

Over $84 trillion is set to pass between generations. Ensure your firm is prepared to retain and grow client relationships.
Download the Whitepaper
Creating Winning Strategies for Ultra-High-Net-Worth Clients

Learn how to meet and exceed client expectations, and grow your business with innovative strategies.
Read the Whitepaper
Enhancing Regulatory Compliance | Innovations in Email and Social Media Monitoring for Financial Advisors and Clients

Learn how to leverage technology to monitor digital communications and mitigate risk efficiently.
READ THE WHITEPAPER
5 Considerations When Choosing a CRM for Your Advisory Firm

Ensure you have the right tools to build stronger relationships with your clients.
READ THE EBOOK
The Right People.
The Right Technology.

Connecting the dots of your practice so you can connect with your clients.
Be Bold.
Be Ambitious.
Be You.

People are the heart of SS&C Advent and we believe we can do great and unexpected things on behalf of our clients.
View all SS&C Advent Openings

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.

EXPLORE THE PLATFORM

Centralized client management

Key Features

The Heart of
Your Business

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
Discover the power
Home to Your Client’s
Financial Journey

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
Strengthen your client relationships
Your Ultimate
Business Partner

We combine high tech with high touch – an elite combination that ensures you maximize use of the platform.
- Collaborative implementation
- Dedicated service team
- Ongoing training & education
See how we can support you
All the Right
Connections

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
Explore the network

Upcoming Events

2025 Pershing INSITE

INSITE is the paramount event for the wealth intermediary community. It offers exclusive content and networking that enriches advisors and wealth management firms while fostering strong connections with BNY and the industry.

Gaylord National Resort & Convention Center | National Harbor, MD
6-3-2025 to 6-5-2025
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2025 Schwab EXPLORE

EXPLORE is an annual event where approximately 125 RIAs have the opportunity to think on a personal and a strategic level about how to best guide their firms. It is exclusively for Schwab’s most valued firm leaders whose firms manage $1B+ in AUM. This provides RIAs with the environment to exchange experiences and expertise with peers, gain the perspective of innovative thinkers, and interact with Schwab executives in an intimate setting.

Montage Deer Valley | Park City, UT
6-4-2025 to 6-6-2025
Hightower Pinnacle 2025

Hightower Pinnacle 2025 is dedicated to connecting advisory practice field professionals with thought leadership on operations, business development, technology, finance, human resources and marketing.

Radisson Blu | Chicago, IL
9-9-2025 to 9-11-2025

Awards

WealthTech Americas Awards 2025

Client/Consolidated Reporting - Black Diamond Wealth Platform
WINNER
Family Wealth Report Awards 2024

Portfolio Management - Black Diamond Wealth Platform
WINNER
WealthTech Americas Awards 2024

Best Client / Consolidated Reporting (US) - Black Diamond Wealth Platform
WINNER
2023 Family Wealth Report Awards

Women in Wealth Technology - Jen Becher
WINNER
Family Wealth Report Awards 2023

Compliance - Black Diamond Wealth Platform
WINNER
WealthTech Americas Award 2023

Data Management & Analysis
WINNER
WealthManagement.com 2022

Portfolio Management, Accounting & Performance Reporting
WINNER
WealthManagement.com 2022

Compliance
WINNER
Family Wealth Report 2022

Best Client Communications
WINNER
WealthTech Americas 2022

Overall US Wealthtech Provider
WINNER
WealthManagement.com 2021

Best Client Portal
WINNER
WealthManagement.com 2020

Best Rebalancing
WINNER
Family Wealth Report 2020

Best Portfolio Management
WINNER
WealthManagement.com 2019

Best Client Portal
WINNER
WealthManagement.com 2019

Best Portfolio Management, Accounting and Performance Reporting
WINNER
Family Wealth Report 2019

Best Client Reporting
WINNER
WealthManagement.com 2016

Best Account Aggregation
WINNER
Family Wealth Report 2016

Best Client Communications
WINNER
FTF News

Best Client Reporting Solution
WINNER
WealthManagement.com 2015

Best Client Portal
WINNER
WealthManagement 2015

Best Portfolio Management
WINNER
FTF News

Best Client Reporting Solution
WINNER

Connecting the Dots of Your Practice so You Can Connect with Your Clients.