The Black Diamond Evolution

The Black Diamond Evolution

Since launching in 2005, the Black Diamond® Wealth Platform has been at the forefront of cloud-based financial technology.
Today, financial management firms of all sizes leverage the platform to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.
  • 2005

    Black Diamond Performance Reporting Launched

    Pioneered the delivery of daily reconciliation and performance reporting services through a dynamic, user-friendly, and customizable platform.

  • 2009

    Introduced the Client Portal

    Modernized the advisor-client connection within a digital space, sparking the online client portal movement.

  • 2010

    Launched Mobile App

    Developed a robust mobile app to address the growing reliance of accessing advisor technology on the go, from anywhere.

  • 2011

    Acquired by Advent Software

    Acquired to expand footprint in the US advisory market.

  • 2015

    Acquired by SS&C Technologies

    Advent Software acquired by SS&C Technologies, a leading global technology firm spanning the health and financial services industries.

  • 2016

    Launched the Third Generation Black Diamond Wealth Platform

    Upgraded the platform’s foundation to support the future of the wealth management industry.

  • 2017

    Surpassed the 1000 Client Milestone

    Expanded market share and solidified position as an industry leader.

  • 2018

    Launched New Client Experience and Next-gen Rebalancer

    Introduced dynamic technology including a personalized and interactive online financial hub and a sophisticated rebalancing solution.

  • 2019

    Celebrated Firms Managing Over $1 Trillion AUM on the Platform

    More than 1,500 firms use Black Diamond to improve their client experience, drive operational efficiencies, and grow with scale. 

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