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Aite Matrix: RIA Portfolio Management and Reporting Systems

Learn why SS&C’s Black Diamond took the top spot in the vendor and product strength categories.
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Scaling a Holistic Financial Advice Business

The Products, Services, and Technology Needed to Compete
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The Right People.
The Right Technology.

Connecting the dots of your practice so you can connect with your clients.
Digitizing the Client Experience: Keeping Up with a Changing World

Learn how building trust in the digital age is essential for advisors.
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Direct Indexing: A Differentiator for Advisors in a Commoditizing Industry

Discover the benefits and how technology makes it more feasible for advisors.
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Tools for Building Your Independent RIA

You may be breaking away. But you are not alone.
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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

Awards

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.