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.
Black Diamond Performance Reporting Launched
Pioneered the delivery of daily reconciliation and performance reporting services through a dynamic, user-friendly, and customizable platform.
Introduced the Client Portal
Modernized the advisor-client connection within a digital space, sparking the online client portal movement.
Launched Mobile App
Developed a robust mobile app to address the growing reliance of accessing advisor technology on the go, from anywhere.
Acquired by Advent Software
Acquired to expand footprint in the US advisory market.
Acquired by SS&C Technologies
Advent Software acquired by SS&C Technologies, a leading global technology firm spanning the health and financial services industries.
Launched the Third Generation Black Diamond Wealth Platform
Upgraded the platform’s foundation to support the future of the wealth management industry.
Surpassed the 1000 Client Milestone
Expanded market share and solidified position as an industry leader.
Launched New Client Experience and Next-gen Rebalancer
Introduced dynamic technology including a personalized and interactive online financial hub and a sophisticated rebalancing solution.
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.