Staying Connected with You

The goal of this page is to keep you connected with the work that we are doing at SS&C Advent and Black Diamond.
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
Upper Central
Lower Central
Northeast
$0 - 150M
Heath Altier
(386) 747-7502
Heath Altier
(386) 747-7502
Jarred Lawson
(904) 928-2695
Jarred Lawson
(904) 928-2695
$150M - 1.25B
Rhonda Spence
(619) 573-0389
Noah Strunk, CFP
(904) 565-5867
David Gunaseelan
(415) 527-9016
Steven Bloom
(386)-451-9128
$1.25B+
Chris Nelson
(904) 928-2642
Tracy Thompson
(904) 928-2660
Tracy Thompson
(904) 928-2660
Alex Frantz
(402) 639-8330
Region
AUA $0 - 150M
Western
Heath Altier
(386) 747-7502
Upper Central
Heath Altier
(386) 747-7502
Lower Central
Jarred Lawson
(904) 928-2695
Northeast
Jarred Lawson
(904) 928-2695

Region
AUA $150M - 1.25B
Western
Rhonda Spence
(619) 573-0389
Upper Central
Noah Strunk, CFP
(904) 565-5867
Lower Central
David Gunaseelan
(415) 527-9016
Northeast
Steven Bloom
(386)-451-9128

Region
AUA $1.25B+
Western
Chris Nelson
(904) 928-2642
Upper Central
Tracy Thompson
(904) 928-2660
Lower Central
Tracy Thompson
(904) 928-2660
Northeast
Alex Frantz
(402) 639-8330
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.
[COMING SOON]
Financial Future Focus

Client View is the advisor’s window to their client’s past, present, and future financial life. Therefore, accurate and complete planning data is paramount to achieving their client's financial goals. Starting with Right Capital, we will immerse planning data into our platform holistically, which will connect the advisor’s client's financial life to Client View, their Client Portal, and communication capabilities like the Relationship Timeline, and the Client To-Do List.

[Aug 2022]
Environmental, Social, and Governance Reporting

We are currently capturing and storing the primary metrics for Environmental, Social, and Governance (ESG) reporting provided by Sustainalytics. In addition, we are working to make these metrics available in Data Mining and Security Master. These capabilities will be available towards the end of 2022.

[Aug 2022]
Planning Space Powered by RightCapital Data

We are working to create a holistic experience for how clients interact with their plans, goals, and dreams, ensuring they remain on track for success. As a result, we are excited to launch a new Financial Planning space with RightCapital as our initial integrated partner.

[Aug 2022]
InnoTrust Principal and Income Reporting

We look forward to offering a new reporting topic to our InnoTrust clients. The offering for Principal and Income (P&I) reporting will be within the Allocation reporting areas. Additionally, we are introducing five new data points within the Client View, Client Portal, and Client Reporting apps.

[Aug 2022]
Rebalancer Enhancement: Rebalancer Strategies & Reporting Targets

We are currently creating a data sync between Rebalancer Strategies and Reporting Targets. This enhancement will alleviate duplicate entries for our Rebalancer clients and create consistency between the two applications.

[June 2022]
Rebalancer Enhancement: Allow Cash to be a Model Component

Previously, users were only able to add cash as a component at the strategy level. We received feedback on an option to manage a cash allocation at the model level. Moving forward, users will have the ability to add cash as a model component at both the strategy and model levels.

[June 2022]
Rebalancer Enhancement: Alternative Security Sets

With this new enhancement, we’ve made it easier for users to accommodate unique model requirements while not having to manage multiple strategies. Formerly, if a client required a model that deviated from its assigned strategy, a new strategy was created to support it. Users can now assign alternative models at the program or client level that will override what’s in the strategy.

[April 2022]
ESG Insights

Clients look to advisors to understand their values and help them make decisions about their future. In addition, investors are increasingly interested in understanding if their investments align with their values. Incorporating ESG data into the platform allows advisors to provide transparency and insights that demonstrate the deep knowledge of their client's interests and values that drive their financial life. We’re collaborating with Morningstar Sustainalytics to deliver turnkey access to powerful, comprehensive ESG and analytics reporting.

[April 2022]
Tradable Assets Now Considerable as Cash Equivalents Within Rebalancer

Previously, only sweep money markets were able to act as cash in the Rebalancer. We’ve added an option to consider tradeable assets as cash equivalents for cash buffers and generating trades.

[March 2022]
Rebalancer: Enhanced Functionality for Raising Cash

We are updating how we handle accounts that are short of the cash buffer, and the option to select Ensure Cash Buffers Are Fulfilled. Based on client feedback, before reverting to the current methodology, we will sell overweight positions to target weighting if the buffer is not met.

[December 2021]
Fix Connection

Goldman Sachs is available as a FIX connection. FIX®-eligible trades are sent directly from our Rebalancer to the executing party.

[December 2021]
A New Tax Lot Methodology

We are adding a new tax lot methodology that focuses on maximizing losses. This tax lot methodology will be available for all Black Diamond clients and is available to leverage within the Rebalancer.

[December 2021]
Streamlined Client Setup Workflows

Setting up Client Relationships allows users to see a more robust, holistic view of client details. To help streamline the contact and client user creation workflow, we have added a modal prompting advisors to create a client user when clicking “save” at contact creation.

[December 2021]
Load Client View's Portfolio & Reporting Spaces Without Relationship Association

Firm users are now able to use Client View whether or not a portfolio or account is associated with a relationship.

[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.

View Previous Enhancements ▼
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.
  • Client View Demo

    Black Diamond's Client View application consolidates all client-centric details, workflows, and third-party integrations already found within Black Diamond into a single, interconnected command center. Client View enables advisors to consolidate and access their client's entire financial lives. 

    Watch Now
    play-icon
  • Business Intelligence Demo

    Advisors can take the pulse of their business, identify trends and outliers, and examine the finer details of advisor performance and their client relationships. Granular permission controls, compliance-ready formats, report automation, and more make oversight manageable while providing a 360-degree view into your practice.

    Watch Now
    play-icon
  • Rebalancer Demo

    Black Diamond's Rebalancer provides daily reconciliation allowing advisors to see what accounts or households need attention from a trading perspective. The robust modeling framework, proactive monitoring, straight-through trade processing, and tax-efficient capabilities keep even the most complex portfolios aligned with a client’s goals.

    Watch Now
    play-icon
  • Client Experience Demo

    Through a custom-branded, interactive client portal, advisors can document advisor-client communications, showcase dynamic portfolio metrics, post to a secure document vault, incorporate outside account aggregation, balance sheet reporting, and more.

    Watch Now
    play-icon
  • Billing Demo

    Advisors can itemize their value by structuring fees in a way that makes sense to both the advisor and their clients. The countless configuration settings and built in workflows allow a streamlined process, eliminating the need to run billing more than once per period.

    Watch Now
    play-icon
  • Client View Overview Video

    This video shows how Client View works as an advisor’s one-stop-shop and data command center that supports a more personalized approach to managing their client's financial life - past, present, and future.

    Watch Now
    play-icon
  • The Right Partner. The Right Technology.

    This detailed 7 minute demo video reviews key features of the Black Diamond Wealth Platform.

    Watch Now
    play-icon

Product Briefs, Case Studies and Whitepapers

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

    Our platform provides firms with tools to operate efficiently and deliver a sophisticated, modern client experience.

    Learn More blue-arrow
  • Black Diamond’s Top 5 Key Differentiators
    Black Diamond’s Top 5 Key Differentiators

    Learn more about Black Diamond’s unique distinguishing characteristics.

    Learn More blue-arrow
  • Rebalancer Product Brief
    Rebalancer Product Brief

    Robust functionality from Black Diamond’s Rebalancer gives firms the upper hand they need to be competitive in this tech-forward industry.

    Learn More blue-arrow
  • Client Experience Product Brief
    Client Experience Product Brief

    Through the Black Diamond Client Experience portal, you can offer a customizable, firm-branded, and interactive online environment that your clients can access anytime, anywhere.

    Learn More blue-arrow
  • Client View Product Brief
    Client View Product Brief

    The latest intuitive application within Black Diamond that is home to all of an advisor’s client communication and financial management needs.

    Learn More blue-arrow
  • 6-step Data Conversion Process Brief
    6-step Data Conversion Process Brief

    From day one, a firm’s past data is ready to use. They will not need to toggle back and forth between disparate systems to manage their client’s portfolio.

    Learn More blue-arrow
  • Black Diamond for Breakaway Advisors
    Black Diamond for Breakaway Advisors

    Designed with Breakaway Advisors in mind. From our specialized and confidential implementation process to the turn-key cloud-based solution, you will be implemented, ready to service clients and get paid from day-one.

    Learn More blue-arrow
  • Black Diamond for Family Offices
    Black Diamond for Family Offices

    A fully-integrated cloud-native solution complete with customizable and robust household performance reporting, alternatives data aggregation, an immersive client portal, and seamless connections to a vast ecosystem of smart integrations.

    Learn More blue-arrow
  • Black Diamond for Broker Dealers
    Black Diamond for Broker Dealers

    A scalable, cloud-native platform that provides compliance confidence through pre-approved reporting templates and user-permission controls. In addition, our advanced technology's intuitive design is an added value for IBDs looking to recruit new and younger advisors.

    Learn More blue-arrow
  • Case Study: Portfolio Solutions
    Case Study: Portfolio Solutions

    To maintain their successful growth rate in today’s more complex and competitive environment, Portfolio Solutions® needed to make a strategic pivot from focusing on specialized investment management to offering a full suite of wealth management services.

    Learn More blue-arrow
  • Mr. and Mrs. Rogers Investment Overview
    Mr. and Mrs. Rogers Investment Overview

    Here is a sample of the robust and customizable reporting that is available to advisors. This report will help to provide the complete wealth picture of an advisor’s investors.

    Learn More blue-arrow

Client & Leadership Testimonial Videos

Hear from existing clients and some of our leadership on what separates us from the rest.
  • High Tech Combined with High Touch

    With Black Diamond’s industry proactive, personalized service model, advisors experience an elite combination of technology and service.

    Watch Now
    play-icon
  • Collaborative Implementation from Day One

    From day one, an expert implementation team works hand-in-hand with advisors to make their platform migration as smooth as possible.

    Watch Now
    play-icon
  • Moving the Industry Forward

    Listen as Steve Leivent, SVP, Co-General Manager SS&C Advent, discusses new innovations that have expanded the breath of our offering and the scope of our core capabilities.

    Watch Now
    play-icon
  • Amy Rehn, COO, Triad Hybrid Solutions

    Hear from Amy as she discusses how Black Diamond’s commitment to innovation and service helps her firm deliver for their growth-oriented advisors.

    Watch Now
    play-icon
Additional SS&C Advent Solutions
Additional offerings from within the SS&C Advent Ecosystem.
  • Advent Genesis Product Brief

    Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution and is part of the Advent Investment Suite, it is designed to work in concert with SS&C Advent’s
    Moxy® OMS.

    Learn More
  • Salentica Elements Product Brief

    Easy to use and quick to deploy in the cloud, Elements instantly upgrades a firm’s relationship management and customer experience without having to replace their entire tech stack.

    Learn More
  • Black Diamond Link for APX Product Brief

    Black Diamond® Link allows a firm to take advantage of key features of our award-winning, cloud-based Black Diamond platform without undergoing a system migration.

    Learn More
  • Advent Insurance Marketplace Powered by DPL Product Brief

    Advisors can access commission-free insurance and annuities to grow their practice and delivers greater client benefits-right from their desktop.

    Learn More
By The Numbers
Check out the depths of our powerful relationship below.
1,900+

Total firms
on Black Diamond

$2T+

Assets under administration
on Black Diamond

3.2M+

Total accounts
on Black Diamond

350K+

Active firm and
client users

100

Goldman Sachs Firms
using Black Diamond

$6B+

Assets under administration
from mutual Goldman Sachs -
Black Diamond firms

4K

Goldman Sachs accounts feed daily
into Black Diamond

252

Goldman Sachs 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.
temma@sscinc.com
(630) 346-8096