All Insights

  • bussiness
    ‘Tis the Tax Season

    By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.

    Blog Post
    John Milne – April, 1, 2021

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  • bussiness
    Tell Your Story with Client Reporting

    Providing the freedom and flexibility to write it your way.

    Blog Post
    Carlos Quintanilla – March, 11, 2021

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  • bussiness
    Adding Value in a World of Free

    The new paradigm for financial advisors.

    Blog Post
    Steve Leivent – March, 3, 2021

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  • bussiness
    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
    – March, 1, 2021

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  • bussiness
    Seizing the Moment to Motivate Financial Wellness

    Now is the time to turn up financial wellness conversations.

    Blog Post
    John Milne – February, 25, 2021

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  • bussiness
    Adding Value in a World of Free

    A new paradigm for financial advisors.

    Thought Leadership
    – February, 24, 2021

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  • bussiness
    Ready for the Return

    Required minimum distributions are back.

    Blog Post
    Erin Colledge – February, 16, 2021

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  • bussiness
    Building a Technology-Forward, Modern Wealth Management Firm Using Black Diamond

    Founded by a well-recognized veteran advisor with a penchant for fintech investing, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award winning firm on its website home page.

    Blog Post
    Timothy Welsh – February, 11, 2021

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  • bussiness
    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
    Karen Sears – February, 3, 2021

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  • bussiness
    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
    Timothy Welsh – January, 21, 2021

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  • bussiness
    The Top Three Benefits of an Accounts Receivable Tool

    There’s a reason “cash is king.”

    Blog Post
    John Milne – January, 19, 2021

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  • bussiness
    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
    Brian Justice – January, 7, 2021

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  • bussiness
    Finding Opportunities Amid Difficulties

    Change often equals progress.

    Blog Post
    Bjorn Widerstedt – December, 22, 2020

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  • bussiness
    Wealth Management Technology Forecast 2020-2023

    A guide for navigating uncharted waters.

    Thought Leadership
    – December, 3, 2020

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  • bussiness
    Unseating Conventional Wisdom

    Is wealth management destined to become a consolidated industry?

    Blog Post
    Brian Justice – December, 3, 2020

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  • bussiness
    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
    David Lau – November, 23, 2020

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  • bussiness
    This Year’s Innovations for Integrations

    Investment in integration means you get a seamless tech experience.

    Blog Post
    Justin Wayne – November, 19, 2020

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  • bussiness
    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
    Brian Justice – November, 17, 2020

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  • bussiness
    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
    Kyle Fleming – November, 5, 2020

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  • bussiness
    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
    WEST CHESTER, PA – October, 28, 2020

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  • bussiness
    Elevating Client Experience Must Be a Top Advisor Priority

    Think digitally to engage tech-savvy clients efficiently and at scale.

    Thought Leadership
    – October, 26, 2020

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  • bussiness
    Rebalancing: Art or Science?

    Maximizing return and minimizing risk while balancing instinctive client emotions.

    Blog Post
    John Milne – October, 21, 2020

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  • bussiness
    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
    Erin Colledge – October, 8, 2020

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  • bussiness
    The Triple Bottom Line: The Future of Wealth Management is ESG Investing

    Align personal values to portfolio objectives.

    Thought Leadership
    – October, 2, 2020

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  • bussiness
    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
    WINDSOR, CT – September, 29, 2020

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  • bussiness
    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.

    Blog Post
    Bjorn Widerstedt – September, 24, 2020

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  • bussiness
    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
    Leslie Martin – September, 24, 2020

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  • bussiness
    Cloud-Based From the Beginning

    Archvest Wealth Advisors' modern, tech-forward approach to differentiate themselves among prospective clients and advisors.

    Blog Post
    Timothy Welsh – September, 16, 2020

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  • bussiness
    Connect with Tech: Introducing Black Diamond Expressions

    "We exist to make advisors great, and to be an extension of our clients' team." This phrase was coined in the early days of the Black Diamond® Wealth Platform, and it has remained the product's 'why' ever since.

    Blog Post
    Bjorn Widerstedt – September, 9, 2020

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  • bussiness
    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
    Cleveland, OH – August, 28, 2020

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  • bussiness
    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
    Windsor, CT – August, 10, 2020

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  • bussiness
    The Next Evolution of Wealthtech Integrations

    Financial advisor technology has come a long way since the early days of portfolio accounting software.

    Blog Post
    Justin Wayne – August, 6, 2020

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  • bussiness
    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
    New York, NY – July, 7, 2020

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  • bussiness
    SS&C Promotes Two Executives

    Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent.

    Press Release
    Windsor, CT – July, 1, 2020

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  • bussiness
    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
    Timothy Welsh – June, 24, 2020

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  • bussiness
    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
    Toronto, CA – June, 9, 2020

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  • bussiness
    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
    Steve Leivent – June, 2, 2020

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  • bussiness
    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
    Shahyan Aly – May, 20, 2020

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  • bussiness
    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
    Steve Leivent – May, 5, 2020

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  • bussiness
    The Rise of Direct Indexing in a Zero Commission World

    Rebalancing technology ushers in new era of risk-adjusted performance.

    Thought Leadership
    – May, 1, 2020

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  • bussiness
    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
    John Milne – April, 22, 2020

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  • bussiness
    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
    Brian Justice – April, 8, 2020

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  • bussiness
    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
    Timothy Welsh – April, 1, 2020

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  • bussiness
    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
    Ryan Alexis – March, 24, 2020

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  • bussiness
    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
    Justin Wayne – March, 3, 2020

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  • bussiness
    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
    Timothy Welsh – February, 7, 2020

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  • bussiness
    Five Trends for RIAs to Watch in 2020

    Two things you can always count on in January: resolutions and predictions.

    Blog Post
    Steve Leivent – January, 22, 2020

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  • bussiness
    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
    Philadelphia, PA – January, 8, 2020

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  • bussiness
    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
    Brian Justice – January, 7, 2020

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  • bussiness
    Flying High Again

    Surmounting barriers to advisor productivity.

    Thought Leadership
    – January, 1, 2020

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  • bussiness
    Allianz Life Partners With SS&C’s Black Diamond Wealth Platform

    Real-time allianz life annuity information now appears in the portfolio management system.

    Press Release
    Minneapolis, MN – November, 18, 2019

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  • bussiness
    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
    San Francisco, CA – November, 5, 2019

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  • bussiness
    Digitizing the Client Experience to Compete and Grow

    Driving your business for the long run.

    Thought Leadership
    – November, 1, 2019

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  • bussiness
    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
    San Francisco, CA – October, 22, 2019

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  • bussiness
    Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform

    Risk tolerance provider offers real-time analytics and allocation recommendations.

    Press Release
    Marlton, NJ – October, 15, 2019

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  • bussiness
    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
    Shelton, CT – October, 1, 2019

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  • bussiness
    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
    Atlanta, GA – September, 17, 2019

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  • bussiness
    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
    Windsor, CT – September, 7, 2019

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  • bussiness
    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
    Cleveland, OH – August, 13, 2019

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  • bussiness
    Turn Heirs Into Clients

    Advice for Real Life.

    Thought Leadership
    – July, 1, 2019

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  • bussiness
    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
    Windsor, CT – June, 11, 2019

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  • bussiness
    Fure Financial Selects SS&C Salentica for Secure Data Integration

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that Fure Financial, selected Salentica Data Broker to securely integrate data across platforms.

    Press Release
    Windsor, CT – June, 4, 2019

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  • bussiness
    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
    New York, NY – May, 13, 2019

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  • bussiness
    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
    Windsor, CT – May, 7, 2019

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  • bussiness
    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
    Windsor, CT – March, 12, 2019

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  • bussiness
    The Technology Impact on Business Valuation

    Optimizing and monetizing your life's work.

    Thought Leadership
    – January, 1, 2019

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  • bussiness
    Merger and Acquisition Activity for Investment Advisors

    Why the right technology stack matters.

    Thought Leadership
    – September, 1, 2018

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