Staying Connected with You

Not finding what you are looking for? No problem, simply email me as I’d be happy to help.

- Tony Emma
Meet the Sales Team
To serve the unique needs of your clients and prospects, our sales team serve territories based on a firm’s location and asset size. Feel free to reach out to anyone on the team as they are ready to help.
Firm AUA
Western
Central
Eastern
$0 - 250M
Noah Strunk, CFP®
(904) 565-5867
Heath Altier
(904) 565-5563
Jarred Lawson
(904) 928-2695
$251M - 1B
David Gunaseelan
(415) 527-9016
Steven Bloom
(386)-451-9128
Alex Frantz
(415) 728-3435
$1B+
Chris Nelson, CIPM
(904) 928-2642
Chris Nelson, CIPM
(904) 928-2642
Tracy Thompson
(904) 928-2660
Region
AUA $0 - 250M
Western
Noah Strunk, CFP®
(904) 565-5867
Central
Heath Altier
(904) 565-5563
Eastern
Jarred Lawson
(904) 928-2695

Region
AUA $251M - 1B
Western
David Gunaseelan
(415) 527-9016
Central
Steven Bloom
(386)-451-9128
Eastern
Alex Frantz
(415) 728-3435

Region
AUA $1B+
Western
Chris Nelson, CIPM
(904) 928-2642
Central
Chris Nelson, CIPM
(904) 928-2642
Eastern
Tracy Thompson
(904) 928-2660
Fidelity Integrations
Our integrations with WealthscapeSM have allowed us to take the Black Diamond user experience to the next level. Simplification is key, and with the addition of features such as Straight Through Trade Processing with FIX and bi-directional Single Sign On, our mutual firms can now enjoy an intuitive workflow, easily moving between platforms.

Alerts

Positions

Balances

Cashiering

Digital Account Opening

Bi-Directional Single Sign-On

Statements & Tax Documents

Straight Through Trade Processing via FIX

Cost Basis Sync

Service Center

Client Profile

Alerts

Positions

Balances

Cashiering

Digital Account Opening

Bi-Directional Single Sign-On

Statements & Tax Documents

Straight Through Trade Processing via FIX

Cost Basis Sync

Service Center

Client Profile

Recent Enhancements
Every six weeks, the Black Diamond team releases platform enhancements that ensure your advisors are compliant and have access to the latest, innovative functionality. Learn more about some of our most recent enhancements.
[September 2020]
Shared To-Do List

Advisors are able to create tasks for clients to view within their Client Experience portal, eliminating the need to send extra communications for tasks like document signing.

To-Do List Features:

  • Create, Assign, Update and Monitor for Advisors in Client View
  • Monitor and complete tasks for Client Users in Client Experience in web and mobile
  • Notifications
  • Reminders
  • Attachments
  • Comments
[September 2020]
Redtail CRM Data Sync into Black Diamond

Our latest enhancement to the Redtail integration is a contact sync where contacts and relationships in Redtail can be automatically created in Black Diamond using Redtail data.

[September 2020]
Client View Debut Released in September

Client View is the primary hub for advisors to house client information, client reports, documents, and  communications. Client View houses all important information related to each of the clients that advisors manage. Advisors can configure a default experience for all users and more granularly setup purposeful experiences for specific roles.

[June 2020]
Trade Recon is Now Generally Available

Trade Reconciliation compares “trades” and “transactions” to auto-reconcile activity that can be matched, while also indicating any discrepancies that may have occurred. These discrepancies can be reviewed and cleared or reconciled.

[June 2020]
Alternative Data Sync for Tracking and Reporting

Clients using SS&C as a fund administrator, have the benefit that alternative investments will sync automatically in Black Diamond including a statement import.

[June 2020]
Content Management Improvements for Client Reporting

A new content management dashboard within the Reports application is coming soon. It will simplify how clients update market commentary, investment philosophy statements, team bios, and other content referenced within client reporting.

[April 2020]
Automatic Rebalancer Trade Reconciliation

To provide clients with transparency into any potential trade breaks, functionality will automatically reconcile Rebalancer trades against executed custodial transactions falling within a client’s defined tolerance next-day.

[April 2020]
Improved Document Vault Advisor Experience

To help streamline the Document Vault experience, we’ve built a consolidated Client Files page for quick setup and document sharing. We’ve also added the option to create and apply folder templates.

[March 2020]
Firm-Wide Allocation Report Updates

Within the Business Intelligence tool, new firm reporting settings are now available to support super class targets and mutual fund look-through.

Black Diamond Resources & Collateral
To help you learn more about the Black Diamond® Wealth Platform, please reference some of our most commonly requested marketing materials below.

Product Briefs, Case Studies and Whitepapers

Learn even more about Black Diamond with these product briefs, case studies and whitepapers.

Product Overviews & Leadership Testimonial Videos

Watch some of our Black Diamond product overview videos or hear from leadership on what separates us from the rest.
Additional SS&C Advent Solutions
Additional offerings from within the SS&C Advent Ecosystem.
By The Numbers
Check out the depths of our powerful relationship below.
1,600+

Total firms
on Black Diamond

$1.4T

Assets under administration
on Black Diamond

2M+

Total accounts
on Black Diamond

4,700+

Investors log into the
Black Diamond Portal daily

569

Fidelity Firms
using Black Diamond

$289B

Assets under administration from
mutual Fidelity - Black Diamond firms

644K

Fidelity accounts feed daily
into Black Diamond

1,215

Mutual Fidelity and
SS&C Advent firms

Tony Emma
Channel Manager
Please let me know if you have any questions at all about the Black Diamond Wealth Platform or any of SS&C Advent’s other best-in-class solutions. I am available and ready to help, no matter how big or small the request.
(630) 346-8096