Blogs

  • bussiness
    How Operational Efficiency Helps Advisors Scale Their Firms

    Technology empowers financial advisors and plays a pivotal role in scaling firms and elevating client satisfaction.

    Blog Post
    James McClenahen III – November, 7, 2024

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    The Power of a Net Worth Statement

    Elevating Your Client Relationships in 2025

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Joellie Mancebo – October, 22, 2024

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    Scaling Your Wealth Management Firm

    The power of personalized support and cutting-edge tools.

    Blog Post
    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!

    Blog Post
    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.

    Blog Post
    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.”

    Blog Post
    Blakely Rowe – October, 1, 2024

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    Tech-Enabled Services | Upscaled Operations with Rendezvous Managed Accounts

    Simplify complex investments using personalized portfolio management.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Justin Wayne – September, 12, 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.

    Blog Post
    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.

    Blog Post
    Torri Myles – August, 22, 2024

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    Jazzing Up Wealth Management

    Deliver 2024 Brings Innovation to the Big Easy

    Blog Post
    Karen Sears – August, 8, 2024

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    Future-Proofing Financial Advice

    This whitepaper explores the secrets to winning over tech-savvy heirs.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Ken Hall – June, 13, 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.

    Blog Post
    Justin Wayne – June, 4, 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.

    Blog Post
    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.

    Blog Post
    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. 

    Blog Post
    Ken Hall – April, 11, 2024

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  • bussiness
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Brian Justice – February, 8, 2024

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  • bussiness
    Delivering Wealth | The Heartbeat of Financial Services

    A glimpse into the future of wealth management with SS&C's Black Diamond Wealth Platform.

    Blog Post
    Kyle Fleming – January, 4, 2024

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  • bussiness
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Jen Becher – November, 2, 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.

    Blog Post
    Alex Hagmeyer – October, 12, 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.

    Blog Post
    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.

    Blog Post
    Sean McAdams – September, 28, 2023

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  • bussiness
    The Digital Oversight Dilemma

    Ensuring Compliance with Communication Regulations in Wealth Management.

    Blog Post
    Martin Orbach – September, 21, 2023

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  • bussiness
    Building a Better Tech Stack | Part II

    This blog is the second in a two-part series on blending technology solutions.

    Blog Post
    JD Goryl – September, 19, 2023

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  • bussiness
    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.

    Blog Post
    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.

    Blog Post
    Josh Kestner – August, 31, 2023

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  • bussiness
    Building a Better Tech Stack

    This blog is the first in a two-part series on blending technology solutions.

    Blog Post
    JD Goryl – August, 17, 2023

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  • bussiness
    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.

    Blog Post
    Rob Allen & Joey Marchy – August, 10, 2023

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  • bussiness
    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.

    Blog Post
    Kyle Fleming – August, 3, 2023

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  • bussiness
    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”.

    Blog Post
    Brian Justice – July, 27, 2023

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  • bussiness
    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.

    Blog Post
    Justin Wayne – June, 22, 2023

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  • bussiness
    Balancing Control and Automation: Black Diamond's Journey to Meet Industry Demands

    Introducing firm-facing tools that provide greater control and flexibility.

    Blog Post
    Adam Anker & Leslie Martin – June, 8, 2023

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  • bussiness
    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.

    Blog Post
    Laton Spahr – June, 1, 2023

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  • bussiness
    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.

    Blog Post
    Karen Sears – May, 18, 2023

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  • bussiness
    Balancing Release Cycles and Real-time Feedback

    How SS&C’s Black Diamond Wealth Platform maximizes client relationships for optimal product development.

    Blog Post
    John Milne – May, 18, 2023

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  • bussiness
    Enhance Your Portfolio Construction through the Model Marketplace

    Enhance portfolio construction and gain valuable insights.

    Blog Post
    Brian Barry – May, 11, 2023

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  • bussiness
    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?

    Blog Post
    Alex Hagmeyer – May, 4, 2023

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  • bussiness
    Mastering the Art of Digital Marketing: Key Strategies for Financial Advisors

    Learn how to market your firm’s advisory services with purpose and impact.

    Blog Post
    Kyle Fleming – April, 27, 2023

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  • bussiness
    SS&C Rendezvous: Personalizing a Model Portfolio Practice

    Implement customization and consistency at scale.

    Blog Post
    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.

    Blog Post
    Lan Ho – April, 13, 2023

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  • bussiness
    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

    Blog Post
    Mike Persin – March, 30, 2023

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  • bussiness
    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.

    Blog Post
    Karen Sears – March, 23, 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.

    Blog Post
    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.

    Blog Post
    Patrick Michaud – February, 23, 2023

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  • bussiness
    Optimizing Your Firm’s Service Experience

    Black Diamond provides clients with an exceptional service experience from a trusted partner.

    Blog Post
    Katie Terry – February, 21, 2023

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  • bussiness
    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.

    Blog Post
    Karen Sears – January, 26, 2023

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  • bussiness
    Mapping the Road Ahead in 2023

    SS&C Black Diamond’s Core Platform Development Plan

    Blog Post
    Kyle Fleming – January, 19, 2023

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  • bussiness
    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?

    Blog Post
    Brian Justice – January, 12, 2023

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  • bussiness
    2022 Reflections: A Return to Normal

    How the Return to Normality Influenced Change for Our Clients

    Blog Post
    John Milne – December, 21, 2022

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  • bussiness
    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.

    Blog Post
    Karen Sears – December, 15, 2022

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  • bussiness
    SS&C Black Diamond’s Hack Week Competition

    Hack Week’s Top Three Award Winning Ideas

    Blog Post
    Ken Hall, Brandon Parks, Lauren Payton, Ty Downs – December, 8, 2022

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  • bussiness
    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.

    Blog Post
    Brian Justice – December, 1, 2022

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  • bussiness
    Streamline Results with the Right Self-Service Tool

    How SS&C’s black diamond self-service tools provide advisor efficiencies.

    Blog Post
    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.

    Blog Post
    Carlo Yannuzzi – November, 3, 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.

    Blog Post
    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.

    Blog Post
    Tim Duffy & Kyle Fleming – October, 13, 2022

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    Why an RMD Strategy Matters

    The right RMD strategy can drive meaningful change.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Courtney Doll – September, 27, 2022

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  • bussiness
    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.

    Blog Post
    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.

    Blog Post
    Lan Ho – September, 8, 2022

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  • bussiness
    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.

    Blog Post
    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.

    Blog Post
    Traci Driggers – August, 25, 2022

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  • 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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  • bussiness
    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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  • bussiness
    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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  • bussiness
    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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  • bussiness
    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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    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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  • bussiness
    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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    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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    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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    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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    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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  • 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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  • bussiness
    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
    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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  • bussiness
    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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  • bussiness
    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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  • bussiness
    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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  • bussiness
    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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  • bussiness
    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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  • bussiness
    Behind the Scenes with Data

    Many data sources, one platform.

    Blog Post
    Brandon Parks – April, 28, 2021

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  • 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
    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
    Ready for the Return

    Required minimum distributions are back.

    Blog Post
    John Milne – February, 16, 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
    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
    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
    Kyle Fleming – October, 8, 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
    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
    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
    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 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
    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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Connecting the Dots of Your Practice so You Can Connect with Your Clients.