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.

- Jenny Schuster
Meet Our Sales Teams
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.

Contact us with any questions you may have about Black Diamond or other SS&C Advent solutions.

info@advent.com
(800) 727-0605

Sales Team

Firm AUA
West
Central
Southeast
Northeast
$0 - 200M
Kaitlin McPhail
(972) 837-0290
Wayne Bettis
904-234-9029
Tom Fish
(321) 917-0565
James Chin
917-519-9602
$201M - 700M
Larry Williams
(904) 655-3956
Heath Altier
(386) 747-7502
Jarred Lawson
(904) 613-6600
Brittany Martinez
954-330-2989
$701M – $2B
David Gunaseelan
(415) 527-9016
Alex Long
(201) 232-8138
Alex Long
(201) 232-8138
Alex Frantz
(402) 639-8330
$2B+
Todd Honderd
(415) 845-9221
Brien Walker
(904) 521-8168
Tracy Thompson
(904) 928-2660
Henry Spalding
(617) 899-8200
Region
AUA $0 - 200M
Western
Kaitlin McPhail
(972) 837-0290
Central
Wayne Bettis
904-234-9029
Southeast
Tom Fish
(321) 917-0565
Northeast
James Chin
917-519-9602

Region
AUA $200M - 700M
Western
Larry Williams
(904) 655-3956
Central
Heath Altier
(386) 747-7502
Southeast
Jarred Lawson
(904) 613-6600
Northeast
Brittany Martinez
954-330-2989

Region
AUA $701M – $2B
Western
David Gunaseelan
(415) 527-9016
Central
Alex Long
(201) 232-8138
Southeast
Alex Long
(201) 232-8138
Northeast
Alex Frantz
(402) 639-8330

Enterprise Sales Team ($2B+ Firm AUA)

West
Central
Southeast
Northeast
Todd Honderd
(415) 845-9221
Brien Walker
(904) 521-8168
Tracy Thompson
(904) 928-2660
Henry Spalding
(617) 899-8200

Region
AUA $2B+
Western
Todd Honderd
(415) 845-9221
Central
Brien Walker
(904) 521-8168
Southeast
Tracy Thompson
(904) 928-2660
Northeast
Henry Spalding
(617) 899-8200
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.
[April 2025]
UMA Sleeves

The Sleeve Reporting Solution brings increased flexibility and control. Advisors can create sleeve accounts from a UMA and apply specific rules to diversify and manage assets more effectively. This functionality includes enhanced diversification, customization at scale, streamlined efficiency, and active management tools.

[April 2025]
Account Compression Enhancements

Continuing with our Reporting Flexibility initiative, we’re introducing Manager Strategies – a powerful new way to deliver a more holistic view of account compression. This enhancement connects the Client Experience, Rebalancer, and Data Mining applications with manager strategies to present a seamless account compression workflow.

[April 2025]
Firm User Access to Partnerships

The new Firm Partnership Management permission grants partnership access to firm users. When enabled, the new role permission allows users to create, edit, view, and delete partnerships based on account access. It’s an update that delivers expanded functionality for firm-level management.

[April 2025]
New Shared Document Visibility

We’ve added a visual indicator for newly shared documents in the document Vault to enhance client collaboration. Client users will begin seeing a clear marker highlighting new uploads. This update helps clients quickly identify what’s new and stay informed with ease.

[March 2025]
Configurable Client Experience Homepage

Enhancements to the Client Experience Homepage across web and mobile views will empower advisors with greater control and customization. With the new drag-and-drop layout configuration, advisors can personalize content per investor, ensuring key information is prioritized. A sleek, modern design enhances the experience, delivering a more intuitive and engaging portal.

[March 2025]
Partnerships of Partnerships

Firm admins can now create Partnerships of Partnerships, allowing a partnership account to be the parent, which can allocate performance data across assigned accounts based on allocation percentages. This added flexibility enhances performance tracking and reporting for complex partnership structures.

[March 2025]
Proposal Generation Enhanced Content

We've expanded Proposal Generation with new features, including Proposal Stats and Tax Cost for key portfolio metrics, Gain/Loss and Trades for tax and transition insights, and Holding-Level Detail to track assets across accounts. Users also have more control over PDF proposals, allowing them to customize displayed information at runtime.

[February 2025]
Morningstar Strategic Alliance

SS&C's Black Diamond® Wealth Platform will become the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. With advanced analytics, upgraded features, and an intuitive design, Direct Advisory Suite provides smarter insights, simplifies workflows, and enhances client interactions for better outcomes.

[September 2024]
Advanced Groupings in Client Reporting

We are excited to announce the next phase of the Advanced Groupings beta, which now includes all client reporting applications: Client Reports, Client Portal, Client Mobile app, Client View, and Research.

[September 2024]
Rebalancer Cash Buffer Enhancements

We have addressed feedback to improve the tools for managing advisor client's cash needs within the Rebalancer application. This includes managing cash needs at the program level while giving advisors more control over the details. We are introducing cash buffers at the program level that will apply to any account assigned. In addition, advisors can now exclude specific cash buffers from the allocation value and determine how much of each should be liquid or invested into a money market fund. A dollar cost average schedule can be created to ease into the investment strategy.

[June 2024]
Client Portal Vault Redesign

We are thrilled to release our Vault redesign of the Client Portal. The new experience will entail a dropdown menu on the Vault tab. Instead of clicking Vault and going directly to the Vault, clients will be able to select whether they want to view Documents, Reports, or Statements based on the enabled client profile settings. No features or settings will need to be enabled for client users; existing functionality and visibility will be respected.

[June 2024]
Manage the Balance Sheet More Efficiently

Managing the Balance Sheet with performance data is critical for the advisor workflow. To achieve this, we have made improvements to bucketing custodial account registration types into easier-to-understand groups, allowing for greater automation of the maintenance workflows. We have also expanded what information can be added via Investor Manual Accounts, making managing non-performance accounts for client relationships easier than ever.

[June 2024]
Audience Finder

We have integrated "Audience Finder" into the Black Diamond Client Portal's Relationship Timeline tool. For those unfamiliar, Timeline offers a chronological view of advisor-client interactions, including photos, videos, announcements, and other communications on both desktop and mobile platforms. "Audience Finder" enhances this functionality by allowing advisors to search for specific criteria such as portfolio groups, specific holdings, or net worth thresholds. Selected audiences are notified through alerts on their mobile app or desktop browser.

[June 2024]
Proposal Generation

We are excited to announce that our brand-new Proposal Generation app is now available to all Black Diamond Rebalancer users. Clients can streamline the proposal creation process, saving valuable time. Integrating relationship and Rebalancer data simplifies the task of adding accounts and strategies.

[June 2024]
Batch API V5

Our newest Batch API version comes full of enhancements, including the ability to run batches by specific data formats/custodians, run delta files, and many new parameter options that allow users to get a tailored data extract.

[June 2024]
Mobile Advisor Experience: To-Do’s

To-Do functionality is now included in the Advisor Mobile Experience. With this enhancement, clients can monitor, create, update, and edit tasks from their mobile phone.

[June 2024]
Advent Insurance Marketplace Upgrade

We have enhanced the Advent Insurance Marketplace to make it easier for advisors to engage clients in conversations around insurance solutions and discover opportunities that can help grow their practice. In addition to streamlined access to fiduciary-friendly annuities and insurance, we are introducing several new interactive tools and complimentary educational resources. These enhancements are designed to identify new opportunities with annuities left behind and to keep firms informed and supported in their interactions with their clients.

[June 2024]
Rebalancer: Manage Your Own SMA and Manual Transfers

Clients can now manage and trade an account to a specific Model while having it compressed as a Separately Managed Account within a portfolio. Additionally, users can manually add transfers in and out of an SMA within the Rebalancer. These changes allow firms to have trading control of SMA accounts with optimized reporting and performance tracking.

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.
  • Black Diamond Proposal Generation Demo

    Advisors will differentiate their brand with high-quality, personalized proposals, save time, and reduce errors. The intuitive data collection and proposal creation processes allow advisors to focus more on client interactions and strategic planning. This enhanced process helps to minimize the risk of errors that often occur during manual data entry and compilation.

    Watch Now
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • The Right Partner. The Right Technology.

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

    Watch Now
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Product Briefs, Case Studies and Whitepapers

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

    As a managed offering, the Black Diamond CRM offers pre-built integrations, including account opening and email workflows, a Time and Expense Manager, and robust data syncs.

    Learn More blue-arrow
  • 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 + Goldman Sachs Integration Brief
    Black Diamond + Goldman Sachs Integration Brief

    Learn more about the seamless integration and streamlined workflows that our joint users benefit from.

    View Brief 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
  • BD + RCI: Delivering Compliance Confidence Whitepaper
    BD + RCI: Delivering Compliance Confidence Whitepaper

    The award-winning combination of SS&C's Black Diamond and Risk & Compliance Intelligence Platform (RCI) seamlessly connect to provide an accurate and automated oversight experience.

    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
  • 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 and Leadership Testimonial Videos

Hear from Black Diamond leadership and clients on what separates us from the rest.
  • Black Diamond Top 5 Key Differentiators
    1. Dedicated Service Model
    2. Intuitive and Thoughtful Design
    3. Data Network
    4. Relationship-Based Pricing
    5. Seamless Handoff from Sales to Implementation to Service
    Watch Now
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  • Client Story - Symmetry Capital Advisors

    David Stalnaker from Symmetry Capital Advisors discusses how Black Diamond allows his firm to differentiate themselves in a competitive market.

    Watch Now
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  • Client Story - Diversified Trust

    Discover how Diversified Trust uses the Black Diamond Wealth Platform to enhance transparency, streamline reporting, and elevate the client experience.

    Watch Now
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Black Diamond & Morningstar Office | A Strategic Alliance

Learn about the Black Diamond Wealth Platform Research & Analytics Bundle, exclusive for Morningstar Office users.
  • An Almost Effortless Transition to Black Diamond
    An Almost Effortless Transition to Black Diamond

    Morningstar Office users can easily transition to Black Diamond with a customized data conversion process. The proprietary tool and implementation process are designed to make the transition process run smoothly, with most of the work done on behalf of the firm.

    Learn More blue-arrow
  • Black Diamond Brochure for Morningstar Office Users
    Black Diamond Brochure for Morningstar Office Users

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

    Learn More blue-arrow
  • The Black Diamond Transition Advantage
    The Black Diamond Transition Advantage

    Providing a smooth and customized data conversion and implementation process, along with dedicated and unlimited support post go-live.

    Learn More blue-arrow
  • Black Diamond Wealth Platform Research & Analytics Bundle
    Black Diamond Wealth Platform Research & Analytics Bundle

    A comprehensive suite of portfolio management, reporting, and client engagement tools—infused with Morningstar's unparalleled data and analytics —all at competitive, exclusive strategic alliance pricing.

    Learn More blue-arrow
Additional SS&C Solutions
Additional offerings from within the SS&C Ecosystem.
  • SS&C Accord

    Remove the friction from the alternatives aggregation and reporting process by seamlessly accessing the analytics within Black Diamond.

    Learn More
  • 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.
2,700+

Total firms
on Black Diamond

$3.2T+

Assets under administration
on Black Diamond

6M+

Total accounts
on Black Diamond

770K+

Active firm and
client users

132

Goldman Sachs Firms
using Black Diamond

$12B

Assets under administration
from mutual Goldman Sachs -
Black Diamond firms

10K

Goldman Sachs accounts feed daily
into Black Diamond

251

Goldman Sachs and
SS&C Advent firms*

*Data includes Black Diamond, APX, Axys and AOS clients.

Jenny Schuster
Director, Channel Management
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.
jschuste@sscinc.com
(415) 601-3829