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 (+FL +GA)
(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 (+FL +GA)
(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.
[October 2021]
Multiple Average Price Accounts

This feature gives users the ability to route block orders to multiple average price accounts and allocate underlying trades accordingly. Prior to the October release, firms could only have one average price account per custodian. This is a great benefit for larger firms that previously struggled because of different advisor groups who each traded via their own average price account.

[September 2021]
Rebalancer Dashboard Insights

Advisors now have the ability to quickly see why a client account or portfolio triggered a Monitor exception. Whether asset classes are out of tolerance or accounts are short of cash, users can now view more detailed information as they decide whether or not to take action on their client's behalf.

[September 2021]
Reporting Flexibility

We have launched additional benchmarking capabilities, alternative investment reporting flexibility, and more. Advisors should contact their Client Representative to turn on these exciting new features. Areas where Reporting Flexibility features have been introduced or enhanced include Client View (enhanced), Client Experience Portal (new), Advisory Reports: Alternative Investments (enhanced), Client Reports: Performance Reporting (enhanced).

[August 2021]
Session Analysis for Rebalancer

Search and view all the trades for a given session holistically. Within the experience, advisors can also choose to add a trade as well as make any edits to quantity, price, or value for existing trades.

[August 2021]
Business Intelligence Gains Fixed Income and Alternatives Reporting

Review fixed income and alternatives reporting for non-relationship related portfolios within the Advisor Reports area of the Business Intelligence application. With the upcoming retirement of the legacy Portfolio View application, Business Intelligence is the new home for insights into portfolio exceptions not part of a relationship.

[June 2021]
Insurance Dashboard Within Client View

Here advisors can launch straight into exploring commission-free solutions and leverage a range of resources that make it easy to implement insurance as part of their clients' financial plans. The space also displays a relationship-specific account list of selected policies detailing the carrier, current market value, tax status, and more so they can analyze the information in the context of a client’s entire financial life.

[June 2021]
Additional Rebalancer Advancements

Trades can now be added from directly within the Trade Blotter page for increased efficiency. Plus, more robust trade warnings, the option to restrict trading based on classification data, and insights into the last time a client was rebalanced have also been added.

[June 2021]
Upgrade to Client View Portfolio

Highlights include upgraded reporting content with more extensive data options and performance optimization along with settings management customization for Firm Administrators that extends all the way down to the card level. In addition, holistic relationship level visualizations and filtering for custom-defined relationship, portfolio, account, asset, and holding tags/groups will be added later this year.

[April 2021]
DocuSign® Integration

Document-signing workflows are now available. The integration incorporates client reminders through the To-Do-List, automatic envelope and recipient creation, advisor notifications upon completion, Vault storage, and more.

[April 2021]
Rebalancer Advancements

A number of noteworthy advancements to Rebalancer were made. Including:

  • Summary tab editing
  • Cash buffer tolerance bands
  • Price refreshing during the trade review process
  • And more
[April 2021]
eMoney Single-Sign-On

Seamless access between Black Diamond and eMoney is now possible thanks to bi-directional single-sign-on for both advisors and their clients.

[March 2021]
Mutual Fund Trading Expansion

Within Rebalancer, Fidelity is now supported for mutual fund trading.

[March 2021]
Home Space Added to Client View

Home is a dashboard providing a well-rounded relationship snapshot and connection to where firms need to go using their choice of configurable widgets. Along with pertinent insights from across Client View, Home also features Rebalancer and Billing specifics and will launch users directly into client-related workflows.

[March 2021]
Relationship Setup and Maintenance

We’ve streamlined how firms can set up and manage relationships. Clients can now ensure a firm user’s relationship access coincides with their account access using an automated sync. In addition, all firms using the daily feed with the Redtail CRM integration now have access to the relationship and contact sync.

[March 2021]
Integration with the Advent Insurance Marketplace Powered by DPL

From the Connections menu, clients can use single-sign-on to launch directly into the marketplace.  

[December 2020]
Accounts Receivable

The Accounts Receivable system is designed to identify fees billed against those which have been received to provide current and outstanding revenue information. The functionality is also designed to work with the use of Billing Accounts, Pay by Invoice Accounts, as well as with Fee Attribution. This is now available as an optional feature and can be activated upon request.

[November 2020]
Rebalancer Trading Enhancements

Specific tax lots can now be selected during sales transactions. Firms now have the ability to override an account's tax lot disposition method by directly indicating which tax lots should be disposed for a given asset's sale transaction. Firms can quickly identify the lots that are being disposed for a sale transaction on the Trade Tab within the Trade Order of a specific client by selecting the arrow next to each sales transaction.

[November 2020]
Client User Management Improvements

Firms can bulk invite, or re-invite, their clients to the portal and gain visibility into their usage through the improved Client User page within your Client Experience application.

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 Previews & Key Functionality Demos

Watch these short videos for a detailed overview of some of our key pieces of functionality within the Black Diamond Wealth Platform.

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.
1,800+

Total firms
on Black Diamond

$1.9T

Assets under administration
on Black Diamond

2.7M+

Total accounts
on Black Diamond

300K+

Active firm and
client users

618

Fidelity Firms
using Black Diamond

$355B

Assets under administration
from mutual
Fidelity - Black Diamond firms

738K

Fidelity accounts feed daily
into Black Diamond

1,240

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