All Insights
All Insights
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A Transformative Year | SS&C’s Top Blogs of 2024
Exploring the innovation and insights that defined the year.
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Karen Sears – December, 19, 2024
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SS&C Black Diamond Year in Review | Innovations That Matter
From transformative integrations to game-changing features, we’ve made wealth management smarter.
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Karen Sears – December, 17, 2024
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First Merchants Private Wealth Advisors Adopts SS&C Trust Suite
First Merchants Private Wealth Advisors, a unit of First Merchants Bank, has implemented the SS&C Trust Suite to support its private banking and trust businesses. The decision was driven by the high level of integration among the trust platform's components and the team's support.
Press Release
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Windsor, CT – December, 10, 2024
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Elevating Advisor Workflows and Client Experiences
Reporting innovations shaping the advisor-client dialogue for 2025 and beyond.
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Lan Ho – December, 5, 2024
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‘Tis the Season | Evolving Beyond Traditional Tax-Loss Harvesting
It's time for a paradigm shift in how we approach tax-aware portfolio management.
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Alex Hagmeyer – November, 21, 2024
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Beyond the Headlines | Key SEC Compliance Focus Areas for 2025
Get ahead with exam priorities, what’s trending, and what might catch firms by surprise.
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Martin Orbach – November, 19, 2024
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Black Diamond Sleeves | Enhancing Portfolio Management
Discover how SS&C Black Diamond is looking to the future with upgraded Sleeve Accounts.
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Adam Anker – November, 14, 2024
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Future Capital Partners with SS&C's Black Diamond Wealth Platform
Future Capital today announced a strategic partnership and technology integration with SS&C's Black Diamond® Wealth Platform. Through this collaboration, Future Capital's recently launched Construct platform will be integrated into Black Diamond, providing direct access to manage clients' held-away 401(k) assets.
Press Release
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Chattanooga, TN – November, 12, 2024
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How Operational Efficiency Helps Advisors Scale Their Firms
Technology empowers financial advisors and plays a pivotal role in scaling firms and elevating client satisfaction.
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James McClenahen III – November, 7, 2024
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The Power of a Net Worth Statement
Elevating Your Client Relationships in 2025
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Bryan Klein – October, 31, 2024
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Maximize ROI with Smart IT Spending Strategies
Learn how focusing on cloud technology and IT services can drive operational efficiency and long-term growth for wealth management firms.
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Kyle Fleming – October, 24, 2024
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The Superior Experience | Customization, Automation, and Scale
Beaumont Financial Partners enhanced its growth strategy by adopting Black Diamond for customizable client reporting and efficient data management.
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Joellie Mancebo – October, 22, 2024
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Scaling Your Wealth Management Firm
The power of personalized support and cutting-edge tools.
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Brooke Kennard & Julie Edwards – October, 17, 2024
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Hitting All the Right Notes | A Recap of Deliver 2024
We just wrapped up another fantastic session of SS&C Deliver, and it is safe to say this has been one of the best yet!
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Karen Sears – October, 9, 2024
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Unlocking the Power of APIs| How Black Diamond Transforms Financial Efficiency
Explore how the Black Diamond API empowers financial firms to eliminate inefficiencies, streamline operations, and focus on building client relationships.
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Shahyan Aly – October, 3, 2024
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Transitioning to Independence with Advent Insurance Marketplace
With AIM’s technology, BlueStem successfully transitioned over 100 annuity contracts from their previous broker-dealer, describing the process as “very enlightening and very efficient.”
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Blakely Rowe – October, 1, 2024
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SS&C Bolsters Alternatives Data Aggregation for Wealth Managers
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers' alternative investment data.
Press Release
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Windsor, CT – October, 1, 2024
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Tech-Enabled Services | Upscaled Operations with Rendezvous Managed Accounts
Simplify complex investments using personalized portfolio management.
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Alexander Hagmeyer – September, 26, 2024
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Staying Ahead in Wealth Management | The Critical Role of Tech in Serving UHNW Clients
In the fast-paced world of wealth management, providing holistic financial advice is no longer optional—it’s essential.
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Brian Justice – September, 19, 2024
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The Future is Integrated | Building Blocks of a Modern Firm
Why integrations are at the heart of the next wave of fintech innovation and customer engagement.
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Justin Wayne – September, 12, 2024
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Creating Winning Strategies for Ultra-High-Net-Worth Clients
To grow their business and address UNHW clients’ diverse needs, advisors must understand the market forces that are most important to these individuals and their families.
Thought Leadership
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– September, 5, 2024
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Personalized Support | How Black Diamond Keeps You Successful
As an extension of your team, we provide unlimited daily support and proactively engage specialized Subject Matter Experts to optimize your use of our robust platform.
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Jen Becher & Katie Terry – September, 5, 2024
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FIX Trading Efficiency and Risk Mitigation | The Black Diamond Rebalancer Advantage
Empower your investment strategies with seamless FIX trading integration.
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Torri Myles – August, 22, 2024
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Jazzing Up Wealth Management
Deliver 2024 Brings Innovation to the Big Easy
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Karen Sears – August, 8, 2024
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Future-Proofing Financial Advice
This whitepaper explores the secrets to winning over tech-savvy heirs.
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James McClenahen – July, 26, 2024
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Enhanced Client Conversations | Explore Black Diamond’s Reporting Flexibility Initiative
Unveiling the vision behind Reporting Flexibility for modern-day Wealth Management.
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Lan Ho – July, 23, 2024
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Beyond the Inbox | How Technology Can Ease the Burden of Digital Message Monitoring in Wealth Management
Managing digital messages is vital for compliance. SS&C's Black Diamond DMS integrates custodial data, simplifying regulatory requirements.
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Ken Hall – June, 13, 2024
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Bridging the Tech Gap | How CRM Technologies Attract and Retain New Clients
Discover how a robust CRM can connect financial advisors and new generations of potential clients.
Thought Leadership
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– June, 6, 2024
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Solving the Retirement Puzzle: Are Annuities the Missing Piece?
For advisors, helping clients understand the annuities puzzle and explaining how changes to these investment products are making them more attractive for those ready to retire is critical.
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Justin Wayne – June, 4, 2024
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Enhancing Regulatory Compliance | Innovations in Email and Social Media Monitoring for Financial Advisors and Clients
Learn how to leverage technology to monitor digital communications and mitigate risk efficiently.
Thought Leadership
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– May, 2, 2024
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The Power to Connect Harmoniously | Streamlining and Standardizing Alternative Investment Data
Aggregating, reconciling, and reporting alternative investments made easy with SS&C Accord and Black Diamond.
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Jeff Cohen & Michael John Umbrino – May, 2, 2024
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Staying Ahead in Wealth Management Part II | Key Takeaways from the SS&C Advisory Executive Forum
Recently, SS&C leaders hosted a gathering of some of the country’s largest and fastest-growing wealth management firms for its annual Advisory Executive Forum.
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Karen Sears – April, 18, 2024
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Staying Ahead of the Curve with Holistic Compliance Oversight
Introducing Black Diamond Digital Message Surveillance (DMS), where the complexities of managing highly regulated email, text, social media, and corporate communications meets simplified compliance.
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Ken Hall – April, 11, 2024
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Staying Ahead in Wealth Management | Key Takeaways from the SS&C Advisory Executive Forum
Recently, SS&C leaders hosted a gathering of some of the country’s largest and fastest-growing wealth management firms for its annual Advisory Executive Forum.
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Karen Sears – April, 4, 2024
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From Idea to Investment | Generating Impactful Investment Proposals
Learn how to stand out with a differentiated proposal generation process that captures your client’s attention.
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Jerry Barrs – March, 28, 2024
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Revolutionizing Investor Onboarding for Wealth Management
With the Black Diamond Wealth Platform, wealth managers can make strides toward creating an effective onboarding process.
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Kyle Fleming – February, 29, 2024
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Navigating the Legal Landscape | Insights from the 10th Annual Oil and Gas Disputes Seminar
The seminar's agenda covered a spectrum of crucial topics, ranging from precedent-setting cases in state and federal courts over the preceding 18 months to nuanced guidance on the interpretation of deed and lease clauses.
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Taylor Franklin, J.D. – February, 22, 2024
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From Dragons to Digital | SS&C Black Diamond's Visionary Approach to Wealth Management
We are excited about this upcoming year, especially as we look at our wealth management business, where the SS&C Black Diamond Wealth Platform sits at the heart of our wealth management offerings.
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Brian Justice – February, 8, 2024
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Delivering Wealth | The Heartbeat of Financial Services
A glimpse into the future of wealth management with SS&C's Black Diamond Wealth Platform.
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Kyle Fleming – January, 4, 2024
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The Year in Blogs | Unpacking the Best of 2023's Must-Reads
See what piqued your peers’ curiosity this past year and, as the saying goes, join the conversation.
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Karen Sears – December, 26, 2023
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Beyond the Numbers | A Year in Review and the Road Ahead for Black Diamond
Strategic enhancements and an unwavering commitment to deliver client-centric solutions marked the Black Diamond team’s 2023 journey.
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John Milne – December, 19, 2023
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Integrating Technology to Incorporate Holistic Financial Advice
The key lies in leveraging the right combination of products, services, and technology to scale a holistic financial advice business.
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Patrick Michaud – December, 14, 2023
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Client-Centric Growth | How Black Diamond & Nitrogen Positively Impact Advisory Excellence
Navigate lead generation, prospect engagement, client onboarding, implementation, and ongoing client servicing for a more efficient and scalable advisory practice.
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Justin Wayne – December, 7, 2023
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A Simpler Solution for CRM | And A Truly Unified Experience for Advisors
Recognizing an emerging need in the market and seizing the opportunity to provide a comprehensive solution, SS&C introduced the Black Diamond CRM module.
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Justin Wayne – November, 16, 2023
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Women and Wealth: How Advisors Can Address a $30 Trillion Opportunity
As women start overseeing more assets, they want better financial advice.
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Jen Becher – November, 2, 2023
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SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the latest advancement in wealth management technology, the Black Diamond CRM module, integrated into the SS&C Black Diamond Wealth Platform.
Press Release
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Windsor, CT – November, 2, 2023
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Scaling a Holistic Financial Advice Business
The Products, Services, and Technology Needed to Compete
Thought Leadership
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– October, 16, 2023
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Pacific Life Teams Up with SS&C’s Black Diamond® to Create the First Joint Advisory Trade Management Platform
Pacific Life today announced its collaboration with the SS&C Black Diamond Wealth Platform to offer Registered Investment Advisors (RIAs) a streamlined experience for managing the investment options in their clients' Pacific Life advisory variable annuities.
Press Release
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Newport Beach, CA – October, 16, 2023
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Pursuing Relationship Alpha with SS&C Rendezvous
Seeking areas of efficiency through proposal generation technology, model portfolios, and process allows advisors to systematize certain client management and acquisition procedures.
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Alex Hagmeyer – October, 12, 2023
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Tolerisk Enhances Integration With SS&C’s Black Diamond Wealth Platform
Tolerisk, a leading analytical risk-tolerance assessment software developer, is enhancing and further strengthening its integration with SS&C’s Black Diamond® Wealth Platform, an award-winning portfolio management platform for wealth management professionals.
Press Release
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Marlton, NJ – October, 10, 2023
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Adapting to Change | The Future of Financial Advice
Successful advisors harness technology to bring personalization to a broader scale while fortifying the foundation of trust.
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Patrick Michaud – October, 5, 2023
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From Cargo Containers to Code| Unpacking the World of Modern Software
How various components and concepts drive the evolution of software systems.
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Sean McAdams – September, 28, 2023
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The Digital Oversight Dilemma
Ensuring Compliance with Communication Regulations in Wealth Management.
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Martin Orbach – September, 21, 2023
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Building a Better Tech Stack | Part II
This blog is the second in a two-part series on blending technology solutions.
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JD Goryl – September, 19, 2023
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SS&C Deliver 2023 | Featured Sessions for Financial Advisors
From insightful discussions to informative breakout sessions and hands-on labs, SS&C Deliver promises to be an experience like no other.
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Karen Sears – September, 7, 2023
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Customization and Innovation: The Black Diamond Advantage for Independent Broker-Dealers
Learn how IBDs leverage Black Diamond for customized client experiences.
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Josh Kestner – August, 31, 2023
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Building a Better Tech Stack
This blog is the first in a two-part series on blending technology solutions.
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JD Goryl – August, 17, 2023
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Platform Adoption and Feature Utilization: How Black Diamond Serves the Family Office
Black Diamond has the flexibility to adapt to the nuanced needs of different firm types.
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Rob Allen & Joey Marchy – August, 10, 2023
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Digitizing the Client Experience: One Workflow at a Time
To ensure their businesses are sustainable, financial advisors are rethinking their service models, how they communicate with clients, and how they attract and retain them.
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Kyle Fleming – August, 3, 2023
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Capping a Banner Year for Awards, Datos Insights Names Black Diamond “Best-in-Class”
We are thrilled that the financial technology research firm Datos Insights named SS&C’s Black Diamond® Wealth Platform “Best-in-Class”.
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Brian Justice – July, 27, 2023
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Taking the Leap: Must-Have Services for Advisors Starting Their RIA
Starting your own RIA firm requires careful planning, preparation, and the right tools to support your business.
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Justin Wayne – June, 22, 2023
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Digitizing the Client Experience: Keeping Up with a Changing World
Learn how building trust in the digital age is essential for advisors.
Thought Leadership
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– June, 15, 2023
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Aite Matrix: RIA Portfolio Management and Reporting Systems
Explore why SS&C’s Black Diamond takes the top spot in the vendor and product strength categories.
Thought Leadership
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– June, 9, 2023
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Balancing Control and Automation: Black Diamond's Journey to Meet Industry Demands
Introducing firm-facing tools that provide greater control and flexibility.
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Adam Anker & Leslie Martin – June, 8, 2023
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Direct Indexing: Hidden Advantages for Financial Advisors
With direct indexing set to grow at a 12% annualized rate, advisors can use these investments to assist clients with taxes, but tech advances offer other significant advantages.
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Laton Spahr – June, 1, 2023
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The Black Diamond Wealth Platform and Decker Wealth Management: Mathematically Informed Decisions
Black Diamond provides instant feedback on our portfolios as to what is working, what needs addressing, and ways to be more efficient in managing our client portfolios.
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Karen Sears – May, 18, 2023
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Balancing Release Cycles and Real-time Feedback
How SS&C’s Black Diamond Wealth Platform maximizes client relationships for optimal product development.
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John Milne – May, 18, 2023
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Black Diamond Empowers Advisors with Complete Enterprise Solution
Steve Leivent, SVP & Co-General Manager of SS&C Advent, explains the strategy behind the Black Diamond Wealth Platform.
Thought Leadership
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– May, 12, 2023
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Enhance Your Portfolio Construction through the Model Marketplace
Enhance portfolio construction and gain valuable insights.
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Brian Barry – May, 11, 2023
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The Rise of Direct Indexing: Personalizing Portfolios at Scale
How can advisors decommodify investing and reinvent their investment management services to deliver personalization at scale?
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Alex Hagmeyer – May, 4, 2023
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Mastering the Art of Digital Marketing: Key Strategies for Financial Advisors
Learn how to market your firm’s advisory services with purpose and impact.
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Kyle Fleming – April, 27, 2023
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SS&C Rendezvous: Personalizing a Model Portfolio Practice
Implement customization and consistency at scale.
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Alex Hagmeyer – April, 20, 2023
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Creating Meaningful Conversations: Black Diamond’s Group By Anything Initiative
Empower advisors with the tools they need to present each unique client’s investment story.
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Lan Ho – April, 13, 2023
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Direct Indexing: A Differentiator for Advisors in a Commoditizing Industry
Discover the benefits and how technology makes it more feasible for advisors.
Thought Leadership
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– April, 5, 2023
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Today's Decisions Impact Tomorrow's Finances: Let Data And Reporting Tell The Story
“Planning is bringing the future into the present so that you can do something about it.” -Alan Lakein
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Mike Persin – March, 30, 2023
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Growth Story: The 2023 SS&C Advisory Executive Forum
Correct Capital selected the SS&C Black Diamond Wealth Platform as the backbone of their tech stack.
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Karen Sears – March, 23, 2023
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SS&C's Black Diamond Wealth Platform Expands Financial Planning Capabilities with RightCapital Collaboration
SS&C Technologies announced the launch of its new native financial planning experience within the SS&C Black Diamond Wealth Platform to cover the past, present and future of a client's financial life.
Press Release
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WINDSOR, CT – March, 21, 2023
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The Importance of Mobile Technology in Financial Management
Black Diamond continues prioritizing mobile app capabilities for advisors and investors to drive engagement.
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Leslie Martin – March, 16, 2023
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Advent Insurance Marketplace to the Rescue
Correct Capital selected the SS&C Black Diamond Wealth Platform as the backbone of their tech stack.
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Patrick Michaud – February, 23, 2023
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Optimizing Your Firm’s Service Experience
Black Diamond provides clients with an exceptional service experience from a trusted partner.
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Katie Terry – February, 21, 2023
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Outsourcing Investment Models Allows Advisors to Focus on What They Do Best
By Steve Leivent, SVP, Co-General Manager, SS&C Advent
Thought Leadership
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– January, 30, 2023
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The Black Diamond Wealth Platform and the Del Monte Group: Creating Possibilities
Today, The Del Monte Group incorporates all aspects of Black Diamond, including leveraging the platform’s graphical, intuitive visuals.
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Karen Sears – January, 26, 2023
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Mapping the Road Ahead in 2023
SS&C Black Diamond’s Core Platform Development Plan
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Kyle Fleming – January, 19, 2023
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WealthStack Study: Advisors Who View Technology as a Driver of Growth Get Better ROI
What are wealth managers’ top business objectives going into 2023? And how do those objectives shape their technology decisions and investments?
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Brian Justice – January, 12, 2023
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2022 Reflections: A Return to Normal
How the Return to Normality Influenced Change for Our Clients
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John Milne – December, 21, 2022
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A Stroll Down Memory Lane: The Most-Read Advisory Blogs of 2022
The most-read blogs, authored by both business and product leaders, provide a good gauge of the issues on advisors’ minds this past year.
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Karen Sears – December, 15, 2022
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SS&C Black Diamond’s Hack Week Competition
Hack Week’s Top Three Award Winning Ideas
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Ken Hall, Brandon Parks, Lauren Payton, Ty Downs – December, 8, 2022
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How Advisors Can Leverage Technology to Control Costs and Reduce Inflation Long-term
Financial advisors need to spend more on tech to help reduce costs and streamline their firms during trying times.
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Brian Justice – December, 1, 2022
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Streamline Results with the Right Self-Service Tool
How SS&C’s black diamond self-service tools provide advisor efficiencies.
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Kevin Ott – November, 17, 2022
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Simplify the Client Management Process with SS&C Black Diamond’s Client View Application
Client View’s impact on advisors and their clients.
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Carlo Yannuzzi – November, 3, 2022
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Concurrent Chooses Fidelity as Its First Custodian in Transition to RIA Channel
Moving swiftly on the transition path to a multi-custodial, hybrid RIA, Concurrent Advisors has selected Fidelity Institutional® as its first new custodian. This grants Concurrent a solid foundation upon which to reimagine its platform for independent advisors.
Press Release
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TAMPA, FL – November, 1, 2022
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MT Newswires and SS&C Technologies Partner to Create Solution for Comprehensive Insider Trading Compliance and Monitoring
The integration provides an accessible, customizable, and cost-effective way for compliance officers to leverage news data provided by MT Newswires to monitor investors and employees for possible insider trading activity.
Press Release
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BETHESDA, MD – October, 26, 2022
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SS&C Black Diamond Wealth Platform: Financial Planning at Scale
Financial planning offers a solution that focuses on driving advisor’s planning operations.
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Michael Persin – October, 20, 2022
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Data: The Great ESG Equalizer
Investors have been discussing how to incorporate ESG into their investment process while simultaneously helping shape the evolving landscape.
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Tim Duffy & Kyle Fleming – October, 13, 2022
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Why an RMD Strategy Matters
The right RMD strategy can drive meaningful change.
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Bryan Klein – October, 6, 2022
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Future-Proof Your Business By Turning Heirs Into Clients
Innovative technology ensures that firms have a flexible, sustainable business that can support current client relationships and provide an outstanding digital experience for next-generation client aspirations.
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Patrick Michaud – September, 29, 2022
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SS&C’s Black Diamond Link: Combining the Best of Both Worlds
The BD Link ecosystem includes the best of multiple solutions.
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Courtney Doll – September, 27, 2022
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Lack of Integration is a Pain Point for Advisors. We Have the Antidote.
57% of advisors surveyed cite the lack of integration between their core applications as their biggest pain point with technology.
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Justin Wayne – September, 15, 2022
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SS&C Black Diamond’s Platform Reporting: Holistic and Flexible for Each Client’s Need
Creating client connection points via customizable reporting.
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Lan Ho – September, 8, 2022
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Delivering the Future: Thought Leadership for Financial Advisors
SS&C Deliver is right around the corner. We have a superb lineup of informational sessions and special events so advisors can learn, collaborate and grow.
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Karen Sears – September, 1, 2022
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Automated Testing Speeds Enhanced Technology Delivery to Clients
Quality assurance’s role in SS&C’s Black Diamond Wealth Platform development process.
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Traci Driggers – August, 25, 2022
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How Technology Analytics Determines Our Success
The use of technology helps us understand the impact of the Black Diamond Wealth Platform.
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Josh Bergen – August, 11, 2022
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Why We Come to Work
At SS&C, we often reflect on what motivates our team to do their best at work each day.
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Kyle Fleming – August, 4, 2022
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Value Defined: Having the Right Tool for the Task
The importance of advisor’s during current times.
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John Milne – July, 28, 2022
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Klaas Financial – Bringing Investment Operations Back In-house with the Black Diamond Wealth Platform
Learn more about how Black Diamond helps Klaas Financial bringing investment operations back in-house.
Blog Post
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Virginia Charleston – July, 21, 2022
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YourStake Launches New Integration with SS&C's Black Diamond® Wealth Platform
YourStake is pleased to announce a new integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration connects YourStakes' deep data insights and values alignment to SS&C's powerful wealth management platform.
Press Release
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NEW YORK, NY – July, 19, 2022
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Will Rising Interest Rates Stall the RIA M&A Tsunami?
Rising interest rates may put a significant damper on the economics for both buyers and sellers as the cost of capital increases.
Blog Post
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Kyle Fleming – July, 14, 2022
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SS&C’s Black Diamond Wealth Platform – Product Operations
Gain visibility into how the team leverages internal analytics.
Blog Post
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Ken Hall – June, 30, 2022
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How Rising Interest Rates Call for Fresh Approaches to Wealth Management M&A Strategies
The evolving nature of acquisitions.
Thought Leadership
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– June, 27, 2022
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Are You Prepared for the SEC’s New Marketing Rule?
For the first time in more than 40 years, the SEC has updated its marketing rule to allow RIAs to use testimonials, endorsements, and third-party reviews in their marketing.
Blog Post
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Brian Justice – June, 23, 2022
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The Need for APIs in Today’s FinTech Space
APIs: The key element for integration, maintenance, and automation.
Blog Post
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Leah Stoney – June, 16, 2022
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Guiding Clients Through the Great Resignation
Throughout 2021, nearly four million people in the United States quit their jobs each month, the highest average on record.
Blog Post
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Brian Justice – June, 9, 2022
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Defining Data Excellence
What data excellence means to Black Diamond.
Blog Post
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Brandon Parks – June, 2, 2022
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Insurance Products Can Open a New Avenue of Growth
The fee-based advisory marketplace has become increasingly competitive. As a result, new challenges confront advisors seemingly every week. So, how do you continue to grow in this environment?
Blog Post
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Justin Wayne – May, 26, 2022
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SS&C's Black Diamond Wealth Platform Reaches $2 Trillion AUM
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that assets under management on the Black Diamond® Wealth Platform have reached a collective USD$2 trillion. This milestone represents an increase of 35% in aggregate assets managed on the Black Diamond platform since 2021.
Press Release
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WINDSOR, CT – May, 18, 2022
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SS&C Acquires MineralWare
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has acquired 5 M's Minerals Management, LLC, a Texas limited liability company doing business as "MineralWare" for $18 million in cash.
Press Release
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WINDSOR, CT – May, 16, 2022
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WealthTech Trends for 2022 and Beyond
Many wealth management firms are now spending more on technology than most other areas of their businesses, making tech the most important aspect of managing and growing a wealth management firm.
Blog Post
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Kyle Fleming – May, 12, 2022
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The CRM Relationship
The value of the CRM and its integration within SS&C’s Black Diamond Wealth Platform.
Blog Post
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John Milne – May, 5, 2022
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Embracing RegTech to Support FINRA and SEC Compliance and Oversight
There are now more RegTech options than ever before, creating opportunities for advisory firms to elevate and enhance how they are managing the changing regulatory requirements.
Blog Post
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Brian Justice – April, 28, 2022
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Pontera Announces Integration with SS&C’s Advent Custodial Data® Network to Help Advisors Manage Clients’ Retirement Assets
Pontera, the fintech company that enables financial advisors to trade and manage retirement assets in a secure and compliant manner, today announced an integration with SS&C’s Advent Custodial Data® network.
Press Release
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NEW YORK, NY – April, 28, 2022
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SS&C Announces Collaboration with Morningstar Sustainalytics to Expand Access to ESG Research, Data, and Analytics
SS&C announced it will integrate Sustainalytics' ESG data into SS&C Advent platforms to power portfolio management and analytics workflows for its global client base. Morningstar Sustainalytics is a leading global provider of ESG research, ratings and data.
Press Release
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WINDSOR, CT – April, 27, 2022
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Understanding RegTech: How to Manage the Increasing Complexity of Compliance
Six key compliance issues to address today.
Thought Leadership
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– April, 18, 2022
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Trusts and the Perception of Accessibility
Why trusts need to be a part of your investors’ portfolio.
Blog Post
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Michelle Greive – April, 7, 2022
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The SS&C Black Diamond 2022 Executive Forum
In a very positive sign for in-person industry events, the recently held 2022 SS&C Black Diamond Executive Forum was a well-attended gathering. Over 60 executives from 40 firms representing $390 billion in AUM came together in Atlantic Beach, FL, for two days of technology presentations, industry trend discussions, and networking.
Blog Post
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Patrick Michaud – March, 24, 2022
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Compliance and the ESG Tie In
Protecting investors to the best of our ability.
Blog Post
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Shahyan Aly – March, 17, 2022
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Personalization: The Evolving Path of Wealth Management
Customizing an investor’s portfolio requires the right financial tech solutions.
Blog Post
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John Milne – March, 3, 2022
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Top Three Ways Advisors Are Using Insurance to Elevate the Client Experience
At SS&C, we empower advisors to deliver a better client experience and help their clients succeed. One of the exciting new ways we are doing this is through the award-winning Advent Insurance Marketplace Powered By DPL.
Blog Post
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Justin Wayne – February, 24, 2022
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Keeping Service at the Forefront
Examining the Holistic Client Experience to Ensure Service Remains the Focus
Blog Post
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Jen Becher & Katie Terry – February, 17, 2022
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The Looming Talent Shortage and How to Prepare
As the industry moves forward, advisory firm owners are now finding that attracting and retaining the best and brightest has emerged as a top management issue.
Blog Post
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Steve Leivent – February, 10, 2022
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Shifting Capacity Towards High-value Activities
The Path Towards Reducing Repetitive Operational Work
Blog Post
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John Milne – February, 3, 2022
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The Wealth Transfer Opportunity
Are you ready for the estimated $70 trillion transfer from baby boomers? Around 20,000 baby boomers are retiring each day, and this staggering number is the latest estimate of the assets that will be handed down through inheritance to their heirs over the next 20 years.
Blog Post
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Brian Justice – January, 27, 2022
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Looking Ahead Into 2022
The Journey ahead for advisors & the SS&C Black Diamond Wealth Platform
Blog Post
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Kyle Fleming – January, 20, 2022
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How to Manage Intergenerational Wealth Transfer
Three critical strategies for advisors
Thought Leadership
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– December, 22, 2021
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Platform Progress: A Recap of New Innovation Launched in 2021
A year-in-review of product enhancements released within SS&C’s Black Diamond Wealth Platform to improve the advisor and client relationship.
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Kyle Fleming – December, 16, 2021
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Driving Business and Client Services with a Core Technology Platform
The past six to 12 months brought significant changes to the wealth-management industry as the effects of the pandemic linger.
Blog Post
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Brian Justice – December, 9, 2021
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YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations
YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Orion Advisor Technology, Redtail and SS&C Black Diamond® Wealth Platform.
Press Release
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CHICAGO, IL – December, 9, 2021
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Monitoring and Rebalancing: Key maintenance tasks for end-of-year review
Position clients for more successful outcomes by performing this year-end checklist.
Blog Post
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Kyle Fleming – December, 2, 2021
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CRM: Powering an Outstanding Service Experience
Always on, always available, and always moving your firm forward.
Blog Post
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Leah Stoney – November, 9, 2021
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Understanding CFA Institute’s New ESG Disclosure Standard for Investment Products
With all of the insights on ESG topics in the investment industry today, there are still many questions unaddressed.
Blog Post
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Holly Washington & Crista DesRochers – November, 4, 2021
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Off to a Great Start with Data Authorization
Establishing a foundation for the future.
Blog Post
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Katie Terry & Kassidy Kinkel – October, 28, 2021
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Exceed Client Expectations with Trust and Technology
Advances in technology have been a great boon to today’s modern trust experience.
Blog Post
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Steve Leivent – October, 21, 2021
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Client Relationships: The Heart of Your Advisory Practice
Holistic client relationship encompass the past, present, and future.
Blog Post
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Joey Marchy – October, 14, 2021
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Modernizing the Trust Company Client Experience
Exploring new solutions to accelerate digital transformation.
Thought Leadership
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– October, 4, 2021
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Smartleaf Inc. Announces Integration with SS&C Technologies’ Black Diamond Wealth Platform
Smartleaf, Inc. today announced an integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration enables advisors to efficiently and compliantly provide investors with unified managed accounts (UMAs) and unified managed households (UMHs) with market-leading portfolio customization and tax management.
Press Release
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BOSTON, MA – September, 9, 2021
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A Tailored Approach to Technology Conversions
Technology implementation designed to help advisory firms succeed.
Blog Post
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Adam Anker & Bryan Brookman-Jones – August, 31, 2021
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Scalability for Multi-Family Offices
Forbes Family Trust (FFT) is a multi-family office that provides thoughtful investment management and family office services to preserve and grow wealth, while making life easier for their HNW clients.
Blog Post
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Patrick Michaud – August, 19, 2021
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Realizing ESG’s Full Potential in Wealth Management
Environmental, social, and governance investing has proven to attract, retain, and serve the needs of today’s investors.
Blog Post
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Karen Sears – August, 12, 2021
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DPL Financial Partners and SS&C Go Live With Insurance Marketplace for Advisors
DPL Financial Partners ("DPL"), the leading turnkey insurance platform for registered investment advisors ("RIAs"), and SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) announced the official launch of the SS&C Advent Insurance Marketplace Powered by DPL.
Press Release
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LOUISVILLE, KY – August, 10, 2021
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The Universal Wealth Management Platform
How one operating model serves multiple wealth segments.
Thought Leadership
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– August, 3, 2021
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SMArtX Advisory Solutions Expands Partnership with SS&C's Black Diamond Wealth Platform
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), today announced further expansion of its partnership with SS&C's Black Diamond® Wealth Platform.
Press Release
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WEST PALM BEACH, Fl – August, 3, 2021
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Organic vs. Inorganic Growth: Can You Have the Best of Both?
As the wealth management industry continues to set record volumes of M&A deals, many advisors are asking themselves, “Should I get in on the action?”
Blog Post
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Steve Leivent – July, 22, 2021
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Advisors, the New Conductors of Tech
Orchestrating workflows with little effort. This is no-code automation, and it is very real.
Blog Post
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Kyle Fleming – July, 21, 2021
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Insurance, Integrated
A new experience makes it easy for advisors to leverage the first-ever integrated, commission-free insurance marketplace.
Blog Post
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J.D. Goryl – June, 24, 2021
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Striking the Right Balance Between M&As and Organic Growth
A guide for wealth managers.
Thought Leadership
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– June, 17, 2021
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Why All RIAs Are on a Digital Transformation Journey
Through the renaissance of the advisor technology industry, firms have made tremendous strides in driving operational efficiencies while helping advisors deploy a winning client experience, however there is still work to be done. Where to start is key.
Blog Post
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Brian Justice – June, 10, 2021
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Digital Transformation: What Does It Mean for RIAs?
It's not just a buzz phrase anymore, but an urgent imperative for success.
Thought Leadership
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– June, 1, 2021
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Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Diversified Trust, a leading wealth management firm with $7.5 billion in assets under management, has selected SS&C as fund administrator for its private equity fund of funds platform.
Press Release
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WINDSOR, CT – May, 24, 2021
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Wealth Management M&A Frenzy Continues: What are the Technology Implications?
In spite of a sharp but brief slowdown because of the pandemic, 2020 was a record year for mergers and acquisitions in the wealth management space.
Blog Post
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Steve Leivent – May, 20, 2021
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The New Ad Rule: Opportunities and Challenges
Beginning May 4, the Securities and Exchange Commission allows financial advisors to proactively use client testimonials, and non-client endorsements, as well as the capability to display third-party review site ratings of their respective businesses.
Blog Post
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Brian Justice – May, 6, 2021
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Behind the Scenes with Data
Many data sources, one platform.
Blog Post
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Brandon Parks – April, 28, 2021
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‘Tis the Tax Season
By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.
Blog Post
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John Milne – April, 1, 2021
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Tell Your Story with Client Reporting
Providing the freedom and flexibility to write it your way.
Blog Post
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Carlos Quintanilla – March, 11, 2021
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Adding Value in a World of Free
The new paradigm for financial advisors.
Blog Post
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Steve Leivent – March, 3, 2021
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Andes Wealth Technologies Announces Integration with SS&C’s Black Diamond Wealth Platform
Through this integration, Black Diamond clients can seamlessly connect Black Diamond to the Andes Total Onboarding platform data, including risk tolerance, client profiling, portfolio visualization and Investment Policy Statement (IPS).
Press Release
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– March, 1, 2021
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Seizing the Moment to Motivate Financial Wellness
Now is the time to turn up financial wellness conversations.
Blog Post
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John Milne – February, 25, 2021
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Adding Value in a World of Free
A new paradigm for financial advisors.
Thought Leadership
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– February, 24, 2021
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Ready for the Return
Required minimum distributions are back.
Blog Post
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John Milne – February, 16, 2021
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Embracing Digital in 2021
As we continue to work through the impact of the pandemic on our industry and our work lives, the New Year brings renewed optimism and the opportunity to start planning.
Blog Post
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Karen Sears – February, 3, 2021
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Reinventing the Business with Black Diamond
To maintain this pace of success in today’s more complex and competitive environment, CEO James S. Gladney knew Portfolio Solutions® needed to make a strategic pivot from focusing on specialized investment management to offering a full suite of wealth management services.
Blog Post
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Timothy Welsh – January, 21, 2021
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The Top Three Benefits of an Accounts Receivable Tool
There’s a reason “cash is king.”
Blog Post
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John Milne – January, 19, 2021
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Where Wealth Tech Is Headed
At SS&C Advent, we are constantly evaluating current trends, issues and developments, particularly as it relates to helping our clients continue to grow, compete, and succeed in an increasingly more complex, and competitive business environment.
Blog Post
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Brian Justice – January, 7, 2021
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Wealth Management Technology Forecast 2020-2023
A guide for navigating uncharted waters.
Thought Leadership
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– December, 3, 2020
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Unseating Conventional Wisdom
Is wealth management destined to become a consolidated industry?
Blog Post
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Brian Justice – December, 3, 2020
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Welcome to the Future of Holistic Fiduciary Advice
Over the past decade, as advisors in all channels have been driven by client demand to expand financial advice from investment management to holistic wealth planning, fee-only fiduciary advisors have been handicapped in their inability to deliver services in one very important area: insurance.
Blog Post
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David Lau – November, 23, 2020
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This Year’s Innovations for Integrations
Investment in integration means you get a seamless tech experience.
Blog Post
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Justin Wayne – November, 19, 2020
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Five Big Trends to Watch
Trends along with a few thoughts on how SS&C Advent’s Black Diamond® Wealth Platform is connecting the dots.
Blog Post
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Brian Justice – November, 17, 2020
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Task Complete: How a Client “To-Do” List Gets it Done
The “to-do” list is not a new concept. But, placing one in the client portal is.
Blog Post
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Kyle Fleming – November, 5, 2020
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Wealthcare Announces Integration with SS&C's Black Diamond Wealth Platform
New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution.
Press Release
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WEST CHESTER, PA – October, 28, 2020
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Elevating Client Experience Must Be a Top Advisor Priority
Think digitally to engage tech-savvy clients efficiently and at scale.
Thought Leadership
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– October, 26, 2020
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Rebalancing: Art or Science?
Maximizing return and minimizing risk while balancing instinctive client emotions.
Blog Post
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John Milne – October, 21, 2020
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Maintaining High-Touch Client Communications in a High-Tech World
While there is no replacement for face-to-face interactions, it has become apparent that technology can be effective at maintaining the personal touch that’s required to deliver an exceptional client experience.
Blog Post
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Kyle Fleming – October, 8, 2020
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The Triple Bottom Line: The Future of Wealth Management is ESG Investing
Align personal values to portfolio objectives.
Thought Leadership
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– October, 2, 2020
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SS&C Announces SS&C Advent Insurance Marketplace
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide range of fee-only insurance solutions.
Press Release
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WINDSOR, CT – September, 29, 2020
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Reinventing the Advisor Experience with Client View
All too often, the typical advisor experience consists of scattered data and workflows across various online and offline products. Recognizing this problem and working to solve for it is how the Black Diamond® Wealth Platform has blossomed over the years.
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Bjorn Widerstedt – September, 24, 2020
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Client View Takes the Stage
“Where advisors and clients connect.” That’s how many have come to know the Black Diamond® Wealth Platform. A solution that provides an award-winning client portal along with a comprehensive set of tools for you to streamline operations, manage financial lives, document communications, connect third-party products, and so much more.
Blog Post
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Leslie Martin – September, 24, 2020
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Cloud-Based From the Beginning
Archvest Wealth Advisors' modern, tech-forward approach to differentiate themselves among prospective clients and advisors.
Blog Post
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Timothy Welsh – September, 16, 2020
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Yourefolio™ Announces Integration with SS&C's Black Diamond® Wealth Platform
Yourefolio™, a leader in estate and legacy planning software, today announced an integration with SS&C Advent's Black Diamond® Wealth Platform to enhance an advisor's estate and legacy planning experience.
Press Release
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Cleveland, OH – August, 28, 2020
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SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced new integrations for SS&C Advent's Black Diamond Wealth Platform with Schwab (NYSE: SCHW) Advisor Center®. These integrations provide users of Schwab's custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.
Press Release
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Windsor, CT – August, 10, 2020
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The Next Evolution of Wealthtech Integrations
Financial advisor technology has come a long way since the early days of portfolio accounting software.
Blog Post
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Justin Wayne – August, 6, 2020
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Canoe Intelligence and SS&C Integrate to Streamline Alternative Investment Workflows
Canoe Intelligence (""Canoe""), a financial technology company focused on improving alternative investment operations for wealth managers, institutional investors, capital allocators and asset servicing firms, today announced a new integration with SS&C Technologies.
Press Release
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New York, NY – July, 7, 2020
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SS&C Promotes Two Executives
Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent.
Press Release
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Windsor, CT – July, 1, 2020
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Building a Technology-Forward, Modern Wealth Management Firm
Founded by veteran advisors with an unparalleled record of accomplishment, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award-winning firm on its website home page.
Blog Post
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Timothy Welsh – June, 24, 2020
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Act Analytics and Black Diamond Announce ESG Technology Integration
Act Analytics, an innovative ESG-based investment analytics technology platform, today announced a new technology integration with SS&C Advent’s Black Diamond® Wealth Platform to help advisors better manage Environmental, Social and Governance (ESG) portfolios for their clients.
Press Release
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Toronto, CA – June, 9, 2020
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Powerful Rebalancing Technology Fuels New Era of Advisory Services
It’s the perfect storm…but in a good way. A combination of three powerful forces—zero commission trading, direct indexing and advanced rebalancing technology—is unlocking a slew of advisory opportunities.
Blog Post
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Steve Leivent – June, 2, 2020
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Get Ready for Reg BI: How Black Diamond Can Help
While much of the country eases into reopening, we all have an eye on how the markets will respond. Concurrently, financial advisors are watching the shifting regulatory landscape.
Blog Post
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Shahyan Aly – May, 20, 2020
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In Times like These, What is Working?
The last couple of months in the wealth management space, and the world in general, have definitely been one for the books. When else in history has so much changed in so short a time?
Blog Post
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Steve Leivent – May, 5, 2020
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The Rise of Direct Indexing in a Zero Commission World
Rebalancing technology ushers in new era of risk-adjusted performance.
Thought Leadership
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– May, 1, 2020
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The Rebalancer Advantage: Agility During Market Uncertainty
Now more than ever, tools that once seemed like luxuries can quickly become necessities. This is especially true for advisory firms using rebalancing and trading technology. Thanks to the quick ability to react to market fluctuations, these firms have the upper hand in maintaining client allocation targets.
Blog Post
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John Milne – April, 22, 2020
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Overcoming Fear of Change: The Black Diamond Conversion Process
During these unprecedented economic times upgrading your financial technology stack might be inconceivable. The process of data conversion, system setup, and adoption of a new platform can be daunting.
Blog Post
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Brian Justice – April, 8, 2020
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Leveraging a Proactive and Robust Rebalancer
Founded in 1985, Reby Advisors is an independent, fiduciary-based financial planning and investment management firm based in Danbury, CT. Providing clients everything they need to enjoy sustainable financial independence, Reby Advisors sees wealth as more than money.
Blog Post
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Timothy Welsh – April, 1, 2020
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Digital Communication and How Advisors are Striking the Right Balance
With markets zigging and zagging, the historic massive volatility we are experiencing inevitably creates anxiety in clients’ minds as to the health and welfare of their portfolios and financial plans.
Blog Post
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Ryan Alexis – March, 24, 2020
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Webinar: What the SECURE Act Means for Advisors and Their Clients
It’s no secret that enough Americans aren’t saving for retirement, and those that are, aren’t always saving enough. The SECURE Act aims to address this issue through a number of changes to retirement account rules and regulations.
Blog Post
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Justin Wayne – March, 3, 2020
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The 2020 T3 Advisor Technology Conference
The 16th annual Technology Tools for Today (T3) Advisor conference was hosted in sunny San Diego over the President’s Day holiday weekend. During the event, over 700 attendees gathered to see the nearly 100 technology firms display, demo and discuss all things advisor tech.
Blog Post
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Timothy Welsh – February, 7, 2020
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Five Trends for RIAs to Watch in 2020
Two things you can always count on in January: resolutions and predictions.
Blog Post
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Steve Leivent – January, 22, 2020
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Asset-Map Announces Integration with Black Diamond
Asset-Map, a Philadelphia-based financial technology company, today announced a new integration with SS&C Advent’s Black Diamond® Wealth Platform to streamline productivity for advisors using each platform and simplify the transfer of data to Asset-Map.
Press Release
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Philadelphia, PA – January, 8, 2020
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Staying Ahead of Change: Our Year-End Perspective
What is the most important attribute a wealth management firm needs in its core technology platform? Is it a particular feature or capability? Ease of navigation? Third-party integration? Around-the-clock support? Ask a dozen advisors that question and you will likely get a dozen answers.
Blog Post
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Brian Justice – January, 7, 2020
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Flying High Again
Surmounting barriers to advisor productivity.
Thought Leadership
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– January, 1, 2020
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SS&C's Black Diamond Wealth Platform® Integrates with StratiFi to Boost Compliance Capabilities
iFi Technologies has announced an integration with SS&C's Black Diamond® Wealth Platform to boost risk analysis and compliance capabilities for RIA firms.
Press Release
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San Francisco, CA – November, 5, 2019
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Digitizing the Client Experience to Compete and Grow
Driving your business for the long run.
Thought Leadership
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– November, 1, 2019
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Timeline Retirement Income Software Integrates With SS&C's Black Diamond® Wealth Platform to Power Robust Retirement Plans
Integration gives advisors seamless access to critical data.
Press Release
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San Francisco, CA – October, 22, 2019
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Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform
Risk tolerance provider offers real-time analytics and allocation recommendations.
Press Release
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Marlton, NJ – October, 15, 2019
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SS&C’s Black Diamond® Wealth Platform and RightCapital Announce Partnership to Enhance Financial Planning Experience
The partnership provides easy-to-use and comprehensive financial planning abilities to Black Diamond clients.
Press Release
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Shelton, CT – October, 1, 2019
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SS&C’s Black Diamond Wealth Platform Expands Integration with HiddenLevers to Include Advisor KPI
Expanded integration will provide business intelligence to Black Diamond clients.
Press Release
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Atlanta, GA – September, 17, 2019
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SS&C Announces Upcoming Integrations for Black Diamond Client Experience Portal
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that several wealth management technology providers will integrate with the Relationship Timeline feature in Black Diamond’s Client Experience (CX) portal. The CX portal is a cloud-based platform that allows advisors to maintain a collaborative dialogue with clients.
Press Release
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Windsor, CT – September, 7, 2019
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SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates
The integration allows joint clients to automate the compliance and registration process, helping to ensure accurate registration and Form ADV information is filed.
Press Release
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Cleveland, OH – August, 13, 2019
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SS&C Announces New Black Diamond Integrations with TD Ameritrade, Schwab, Fidelity and Pershing
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the Black Diamond Wealth Platform now offers more integration options with the advisory platforms of leading custodians, TD Ameritrade, Schwab, Fidelity and Pershing.
Press Release
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Windsor, CT – June, 11, 2019
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SS&C’s Black Diamond Wealth Platform and Wealthbox Announce Integration Partnership
This direct connection between the systems allows RIAs to leverage Black Diamond data within Wealthbox CRM.
Press Release
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New York, NY – May, 13, 2019
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SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone
Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets.
Press Release
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Windsor, CT – May, 7, 2019
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Portfolio Solutions and SS&C Expand Partnership with Salentica Data Broker
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that Portfolio Solutions®, an RIA firm with $1.5 billion in assets under management, has expanded its relationship with SS&C adding Salentica Data Broker along with their instance of the Black Diamond Wealth Platform.
Press Release
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Windsor, CT – March, 12, 2019
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The Technology Impact on Business Valuation
Optimizing and monetizing your life's work.
Thought Leadership
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– January, 1, 2019
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Merger and Acquisition Activity for Investment Advisors
Why the right technology stack matters.
Thought Leadership
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– September, 1, 2018
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
