All Insights

  • bussiness
    How Technology Analytics Determines Our Success

    The use of technology helps us understand the impact of the Black Diamond Wealth Platform.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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
    Virginia Charleston – July, 21, 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
    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
    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
    – 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
    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
    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
    Brian Justice – June, 9, 2022

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    Defining Data Excellence

    What data excellence means to Black Diamond.

    Blog Post
    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
    Justin Wayne – May, 26, 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
    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
    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
    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
    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
    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
    – 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
    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
    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
    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
    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
    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
    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
    Steve Leivent – February, 10, 2022

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    Shifting Capacity Towards High-value Activities

    The Path Towards Reducing Repetitive Operational Work

    Blog Post
    John Milne – February, 3, 2022

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  • bussiness
    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
    Brian Justice – January, 27, 2022

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  • bussiness
    Looking Ahead Into 2022

    The Journey ahead for advisors & the SS&C Black Diamond Wealth Platform

    Blog Post
    Kyle Fleming – January, 20, 2022

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    Expanding the Family Office Model through the Advent Insurance Marketplace Powered by DPL

    Arrowroot Family Office was designed to provide the family office approach to holistic wealth management—regardless of the size of a client’s net worth.

    Blog Post
    Karen Sears – January, 13, 2022

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    How to Manage Intergenerational Wealth Transfer

    Three critical strategies for advisors

    Thought Leadership
    – 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.

    Blog Post
    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
    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
    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
    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
    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
    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
    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
    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
    Joey Marchy – October, 14, 2021

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    Modernizing the Trust Company Client Experience

    Exploring new solutions to accelerate digital transformation.

    Thought Leadership
    – October, 4, 2021

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    Yes, You Can Still Market Effectively Within the New SEC Rules

    Communicating your value proposition in a compliant manner.

    Blog Post
    Shahyan Aly – September, 30, 2021

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  • bussiness
    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
    BOSTON, MA – September, 9, 2021

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  • bussiness
    A Tailored Approach to Technology Conversions

    Technology implementation designed to help advisory firms succeed.

    Blog Post
    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
    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
    Karen Sears – August, 12, 2021

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  • bussiness
    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
    LOUISVILLE, KY – August, 10, 2021

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    The Universal Wealth Management Platform

    How one operating model serves multiple wealth segments.

    Thought Leadership
    – 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
    WEST PALM BEACH, Fl – August, 3, 2021

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  • bussiness
    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
    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
    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
    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
    – 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
    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
    – June, 1, 2021

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  • bussiness
    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
    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
    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
    Brian Justice – May, 6, 2021

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    Behind the Scenes with Data

    Many data sources, one platform.

    Blog Post
    Brandon Parks – April, 28, 2021

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    Innovative, Flexible, and Cost-Effective Solution Drives Growth

    Triad Advisors was founded in 1998 for hybrid advisors to work under a broker-dealer’s corporate RIA and/or the advisor’s own independent RIA.

    Blog Post
    Timothy Welsh – April, 22, 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
    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
    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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    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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    Adding Value in a World of Free

    A new paradigm for financial advisors.

    Thought Leadership
    – February, 24, 2021

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    Ready for the Return

    Required minimum distributions are back.

    Blog Post
    John Milne – February, 16, 2021

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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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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    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
    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
    – 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
    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.

    Blog Post
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    – 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
    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
    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
    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
    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
    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
    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
    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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