Connect with Tech
Connect with Tech
-
Black Diamond Sleeves | Enhancing Portfolio Management
Discover how SS&C Black Diamond is looking to the future with upgraded Sleeve Accounts.
Blog Post
Read more
Adam Anker – November, 14, 2024
-
The Power of a Net Worth Statement
Elevating Your Client Relationships in 2025
Blog Post
Read more
Bryan Klein – October, 31, 2024
-
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
Read more
Shahyan Aly – October, 3, 2024
-
Tech-Enabled Services | Upscaled Operations with Rendezvous Managed Accounts
Simplify complex investments using personalized portfolio management.
Blog Post
Read more
Alexander Hagmeyer – September, 26, 2024
-
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
Read more
Justin Wayne – September, 12, 2024
-
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
Read more
Jen Becher & Katie Terry – September, 5, 2024
-
FIX Trading Efficiency and Risk Mitigation | The Black Diamond Rebalancer Advantage
Empower your investment strategies with seamless FIX trading integration.
Blog Post
Read more
Torri Myles – August, 22, 2024
-
Enhanced Client Conversations | Explore Black Diamond’s Reporting Flexibility Initiative
Unveiling the vision behind Reporting Flexibility for modern-day Wealth Management.
Blog Post
Read more
Lan Ho – July, 23, 2024
-
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
Read more
Jeff Cohen & Michael John Umbrino – May, 2, 2024
-
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
Read more
Ken Hall – April, 11, 2024
-
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
Read more
Jerry Barrs – March, 28, 2024
-
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
Read more
Kyle Fleming – February, 29, 2024
-
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
Read more
Kyle Fleming – January, 4, 2024
-
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
Read more
John Milne – December, 19, 2023
-
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
Read more
Justin Wayne – December, 7, 2023
-
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
Read more
Alex Hagmeyer – October, 12, 2023
-
From Cargo Containers to Code| Unpacking the World of Modern Software
How various components and concepts drive the evolution of software systems.
Blog Post
Read more
Sean McAdams – September, 28, 2023
-
Building a Better Tech Stack | Part II
This blog is the second in a two-part series on blending technology solutions.
Blog Post
Read more
JD Goryl – September, 19, 2023
-
Customization and Innovation: The Black Diamond Advantage for Independent Broker-Dealers
Learn how IBDs leverage Black Diamond for customized client experiences.
Blog Post
Read more
Josh Kestner – August, 31, 2023
-
Building a Better Tech Stack
This blog is the first in a two-part series on blending technology solutions.
Blog Post
Read more
JD Goryl – August, 17, 2023
-
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
Read more
Rob Allen & Joey Marchy – August, 10, 2023
-
Balancing Control and Automation: Black Diamond's Journey to Meet Industry Demands
Introducing firm-facing tools that provide greater control and flexibility.
Blog Post
Read more
Adam Anker & Leslie Martin – June, 8, 2023
-
Balancing Release Cycles and Real-time Feedback
How SS&C’s Black Diamond Wealth Platform maximizes client relationships for optimal product development.
Blog Post
Read more
John Milne – May, 18, 2023
-
Enhance Your Portfolio Construction through the Model Marketplace
Enhance portfolio construction and gain valuable insights.
Blog Post
Read more
Brian Barry – May, 11, 2023
-
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
Read more
Kyle Fleming – April, 27, 2023
-
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
Read more
Lan Ho – April, 13, 2023
-
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
Read more
Mike Persin – March, 30, 2023
-
The Importance of Mobile Technology in Financial Management
Black Diamond continues prioritizing mobile app capabilities for advisors and investors to drive engagement.
Blog Post
Read more
Leslie Martin – March, 16, 2023
-
Optimizing Your Firm’s Service Experience
Black Diamond provides clients with an exceptional service experience from a trusted partner.
Blog Post
Read more
Katie Terry – February, 21, 2023
-
Mapping the Road Ahead in 2023
SS&C Black Diamond’s Core Platform Development Plan
Blog Post
Read more
Kyle Fleming – January, 19, 2023
-
2022 Reflections: A Return to Normal
How the Return to Normality Influenced Change for Our Clients
Blog Post
Read more
John Milne – December, 21, 2022
-
SS&C Black Diamond’s Hack Week Competition
Hack Week’s Top Three Award Winning Ideas
Blog Post
Read more
Ken Hall, Brandon Parks, Lauren Payton, Ty Downs – December, 8, 2022
-
Streamline Results with the Right Self-Service Tool
How SS&C’s black diamond self-service tools provide advisor efficiencies.
Blog Post
Read more
Kevin Ott – November, 17, 2022
-
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
Read more
Carlo Yannuzzi – November, 3, 2022
-
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
Read more
Michael Persin – October, 20, 2022
-
Why an RMD Strategy Matters
The right RMD strategy can drive meaningful change.
Blog Post
Read more
Bryan Klein – October, 6, 2022
-
SS&C Black Diamond’s Platform Reporting: Holistic and Flexible for Each Client’s Need
Creating client connection points via customizable reporting.
Blog Post
Read more
Lan Ho – September, 8, 2022
-
Automated Testing Speeds Enhanced Technology Delivery to Clients
Quality assurance’s role in SS&C’s Black Diamond Wealth Platform development process.
Blog Post
Read more
Traci Driggers – August, 25, 2022
-
How Technology Analytics Determines Our Success
The use of technology helps us understand the impact of the Black Diamond Wealth Platform.
Blog Post
Read more
Josh Bergen – August, 11, 2022
-
Value Defined: Having the Right Tool for the Task
The importance of advisor’s during current times.
Blog Post
Read more
John Milne – July, 28, 2022
-
SS&C’s Black Diamond Wealth Platform – Product Operations
Gain visibility into how the team leverages internal analytics.
Blog Post
Read more
Ken Hall – June, 30, 2022
-
The Need for APIs in Today’s FinTech Space
APIs: The key element for integration, maintenance, and automation.
Blog Post
Read more
Leah Stoney – June, 16, 2022
-
Defining Data Excellence
What data excellence means to Black Diamond.
Blog Post
Read more
Brandon Parks – June, 2, 2022
-
The CRM Relationship
The value of the CRM and its integration within SS&C’s Black Diamond Wealth Platform.
Blog Post
Read more
John Milne – May, 5, 2022
-
Trusts and the Perception of Accessibility
Why trusts need to be a part of your investors’ portfolio.
Blog Post
Read more
Michelle Greive – April, 7, 2022
-
Compliance and the ESG Tie In
Protecting investors to the best of our ability.
Blog Post
Read more
Shahyan Aly – March, 17, 2022
-
Personalization: The Evolving Path of Wealth Management
Customizing an investor’s portfolio requires the right financial tech solutions.
Blog Post
Read more
John Milne – March, 3, 2022
-
Keeping Service at the Forefront
Examining the Holistic Client Experience to Ensure Service Remains the Focus
Blog Post
Read more
Jen Becher & Katie Terry – February, 17, 2022
-
Shifting Capacity Towards High-value Activities
The Path Towards Reducing Repetitive Operational Work
Blog Post
Read more
John Milne – February, 3, 2022
-
Looking Ahead Into 2022
The Journey ahead for advisors & the SS&C Black Diamond Wealth Platform
Blog Post
Read more
Kyle Fleming – January, 20, 2022
-
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
Read more
Kyle Fleming – December, 16, 2021
-
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
Read more
Kyle Fleming – December, 2, 2021
-
CRM: Powering an Outstanding Service Experience
Always on, always available, and always moving your firm forward.
Blog Post
Read more
Leah Stoney – November, 9, 2021
-
Off to a Great Start with Data Authorization
Establishing a foundation for the future.
Blog Post
Read more
Katie Terry & Kassidy Kinkel – October, 28, 2021
-
Client Relationships: The Heart of Your Advisory Practice
Holistic client relationship encompass the past, present, and future.
Blog Post
Read more
Joey Marchy – October, 14, 2021
-
A Tailored Approach to Technology Conversions
Technology implementation designed to help advisory firms succeed.
Blog Post
Read more
Adam Anker & Bryan Brookman-Jones – August, 31, 2021
-
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
Read more
Karen Sears – August, 12, 2021
-
Advisors, the New Conductors of Tech
Orchestrating workflows with little effort. This is no-code automation, and it is very real.
Blog Post
Read more
Kyle Fleming – July, 21, 2021
-
Insurance, Integrated
A new experience makes it easy for advisors to leverage the first-ever integrated, commission-free insurance marketplace.
Blog Post
Read more
J.D. Goryl – June, 24, 2021
-
Behind the Scenes with Data
Many data sources, one platform.
Blog Post
Read more
Brandon Parks – April, 28, 2021
-
‘Tis the Tax Season
By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.
Blog Post
Read more
John Milne – April, 1, 2021
-
Tell Your Story with Client Reporting
Providing the freedom and flexibility to write it your way.
Blog Post
Read more
Carlos Quintanilla – March, 11, 2021
-
Seizing the Moment to Motivate Financial Wellness
Now is the time to turn up financial wellness conversations.
Blog Post
Read more
John Milne – February, 25, 2021
-
Ready for the Return
Required minimum distributions are back.
Blog Post
Read more
John Milne – February, 16, 2021
-
The Top Three Benefits of an Accounts Receivable Tool
There’s a reason “cash is king.”
Blog Post
Read more
John Milne – January, 19, 2021
-
This Year’s Innovations for Integrations
Investment in integration means you get a seamless tech experience.
Blog Post
Read more
Justin Wayne – November, 19, 2020
-
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
Read more
Kyle Fleming – November, 5, 2020
-
Rebalancing: Art or Science?
Maximizing return and minimizing risk while balancing instinctive client emotions.
Blog Post
Read more
John Milne – October, 21, 2020
-
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
Read more
Kyle Fleming – October, 8, 2020
-
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
Read more
Leslie Martin – September, 24, 2020
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
