Connect with Tech
Connect with Tech
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Top 10 Automated Workflows Every Financial Advisor Should Build in Their CRM
How top advisors use CRM automation to save time, delight clients, and scale smart.
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James McClenahen – May, 13, 2025
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Connection Over Commission | Redefining the Advisor’s Edge
In a world chasing "free," the real differentiator is trust, insights, and a genuine human connection.
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Rob Allen – May, 8, 2025
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Shaping the Future
How ongoing platform evolution ensures the best client experience
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Tracy Jennings – May, 6, 2025
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Real Support. Real Training. Real Results.
Discover how SS&C delivers expert-led, flexible learning to help your firm grow confidently.
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Melissa Rodriguez – May, 1, 2025
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From Idea to Release
Building Product at SS&C Black Diamond
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Erin Kendrick & Jeff Brewster – April, 29, 2025
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Sole Decision Makers
The Most Overlooked Client You’re About to Lose
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Matt Bicki – April, 24, 2025
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SS&C Wins IRI Hackathon with Game-Changing Annuity Solution
Setting the Standard for Annuity Reporting
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Elizabeth Lanahan – April, 17, 2025
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Time is of the Essence | How Advisors Can Prepare for the TCJA Sunset
Significant tax law changes are coming, and they could impact how your clients approach charitable giving.
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Gretchen Goode – April, 3, 2025
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Black Diamond’s Rebalancer Enhances Tax Season Efficiency
Learn how to rebalance wisely by managing portfolio risk and minimizing taxes.
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Brian Barry – April, 1, 2025
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Smarter Data, Stronger Firms | Elevating Wealth Advisory with Black Diamond
Flexible tools, real-time insights, and seamless integrations designed for today’s advisors.
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Sarah Hanrahan – March, 20, 2025
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The Great Wealth Transfer & Your CRM System
How advisors can use their CRM to build lasting multi-generational relationships.
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James McClenahen – March, 18, 2025
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Navigating the $84 Trillion Wealth Transfer
Leverage technology to deepen client relationships and preserve family legacies.
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Gretchen Goode – March, 13, 2025
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Holistic Financial Advice: The Key to Meaningful Wealth Management
Leverage automation and holistic planning to strengthen client relationships and streamline advisory processes.
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Bryan Klein – March, 11, 2025
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Winning the Next Generation | How Advisors Can Retain Clients in the Great Wealth Transfer
Using Black Diamond to create lifelong relationships with clients and heirs.
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John Milne – February, 27, 2025
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What’s Next in Wealth Management? A 2025 Roadmap Part 2.
Part 2: Building Relationships That Last
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Kyle Fleming – January, 14, 2025
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What’s Next in Wealth Management? A 2025 Roadmap.
Part 1: Efficiency Meets Wealth Innovation
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Kyle Fleming – January, 9, 2025
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Black Diamond Sleeves | Enhancing Portfolio Management
Discover how SS&C Black Diamond is looking to the future with upgraded Sleeve Accounts.
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Adam Anker – November, 14, 2024
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The Power of a Net Worth Statement
Elevating Your Client Relationships in 2025
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Bryan Klein – October, 31, 2024
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Unlocking the Power of APIs| How Black Diamond Transforms Financial Efficiency
Explore how the Black Diamond API empowers financial firms to eliminate inefficiencies, streamline operations, and focus on building client relationships.
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Shahyan Aly – October, 3, 2024
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Tech-Enabled Services | Upscaled Operations with Rendezvous Managed Accounts
Simplify complex investments using personalized portfolio management.
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Alexander Hagmeyer – September, 26, 2024
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The Future is Integrated | Building Blocks of a Modern Firm
Why integrations are at the heart of the next wave of fintech innovation and customer engagement.
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Justin Wayne – September, 12, 2024
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Personalized Support | How Black Diamond Keeps You Successful
As an extension of your team, we provide unlimited daily support and proactively engage specialized Subject Matter Experts to optimize your use of our robust platform.
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Jen Becher & Katie Terry – September, 5, 2024
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FIX Trading Efficiency and Risk Mitigation | The Black Diamond Rebalancer Advantage
Empower your investment strategies with seamless FIX trading integration.
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Torri Myles – August, 22, 2024
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Enhanced Client Conversations | Explore Black Diamond’s Reporting Flexibility Initiative
Unveiling the vision behind Reporting Flexibility for modern-day Wealth Management.
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Lan Ho – July, 23, 2024
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The Power to Connect Harmoniously | Streamlining and Standardizing Alternative Investment Data
Aggregating, reconciling, and reporting alternative investments made easy with SS&C Accord and Black Diamond.
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Jeff Cohen & Michael John Umbrino – May, 2, 2024
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Staying Ahead of the Curve with Holistic Compliance Oversight
Introducing Black Diamond Digital Message Surveillance (DMS), where the complexities of managing highly regulated email, text, social media, and corporate communications meets simplified compliance.
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Ken Hall – April, 11, 2024
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From Idea to Investment | Generating Impactful Investment Proposals
Learn how to stand out with a differentiated proposal generation process that captures your client’s attention.
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Jerry Barrs – March, 28, 2024
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Revolutionizing Investor Onboarding for Wealth Management
With the Black Diamond Wealth Platform, wealth managers can make strides toward creating an effective onboarding process.
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Kyle Fleming – February, 29, 2024
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Delivering Wealth | The Heartbeat of Financial Services
A glimpse into the future of wealth management with SS&C's Black Diamond Wealth Platform.
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Kyle Fleming – January, 4, 2024
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Beyond the Numbers | A Year in Review and the Road Ahead for Black Diamond
Strategic enhancements and an unwavering commitment to deliver client-centric solutions marked the Black Diamond team’s 2023 journey.
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John Milne – December, 19, 2023
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Client-Centric Growth | How Black Diamond & Nitrogen Positively Impact Advisory Excellence
Navigate lead generation, prospect engagement, client onboarding, implementation, and ongoing client servicing for a more efficient and scalable advisory practice.
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Justin Wayne – December, 7, 2023
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Pursuing Relationship Alpha with SS&C Rendezvous
Seeking areas of efficiency through proposal generation technology, model portfolios, and process allows advisors to systematize certain client management and acquisition procedures.
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Alex Hagmeyer – October, 12, 2023
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From Cargo Containers to Code| Unpacking the World of Modern Software
How various components and concepts drive the evolution of software systems.
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Sean McAdams – September, 28, 2023
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Building a Better Tech Stack | Part II
This blog is the second in a two-part series on blending technology solutions.
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Justin Wayne – September, 19, 2023
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Customization and Innovation: The Black Diamond Advantage for Independent Broker-Dealers
Learn how IBDs leverage Black Diamond for customized client experiences.
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Josh Kestner – August, 31, 2023
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Building a Better Tech Stack
This blog is the first in a two-part series on blending technology solutions.
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Justin Wayne – August, 17, 2023
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Platform Adoption and Feature Utilization: How Black Diamond Serves the Family Office
Black Diamond has the flexibility to adapt to the nuanced needs of different firm types.
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Rob Allen & Joey Marchy – August, 10, 2023
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Balancing Control and Automation: Black Diamond's Journey to Meet Industry Demands
Introducing firm-facing tools that provide greater control and flexibility.
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Adam Anker & Leslie Martin – June, 8, 2023
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Balancing Release Cycles and Real-time Feedback
How SS&C’s Black Diamond Wealth Platform maximizes client relationships for optimal product development.
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John Milne – May, 18, 2023
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Enhance Your Portfolio Construction through the Model Marketplace
Enhance portfolio construction and gain valuable insights.
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Brian Barry – May, 11, 2023
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Mastering the Art of Digital Marketing: Key Strategies for Financial Advisors
Learn how to market your firm’s advisory services with purpose and impact.
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Kyle Fleming – April, 27, 2023
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Creating Meaningful Conversations: Black Diamond’s Group By Anything Initiative
Empower advisors with the tools they need to present each unique client’s investment story.
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Lan Ho – April, 13, 2023
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Today's Decisions Impact Tomorrow's Finances: Let Data And Reporting Tell The Story
“Planning is bringing the future into the present so that you can do something about it.” -Alan Lakein
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Mike Persin – March, 30, 2023
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The Importance of Mobile Technology in Financial Management
Black Diamond continues prioritizing mobile app capabilities for advisors and investors to drive engagement.
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Leslie Martin – March, 16, 2023
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Optimizing Your Firm’s Service Experience
Black Diamond provides clients with an exceptional service experience from a trusted partner.
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Katie Terry – February, 21, 2023
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Mapping the Road Ahead in 2023
SS&C Black Diamond’s Core Platform Development Plan
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Kyle Fleming – January, 19, 2023
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2022 Reflections: A Return to Normal
How the Return to Normality Influenced Change for Our Clients
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John Milne – December, 21, 2022
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SS&C Black Diamond’s Hack Week Competition
Hack Week’s Top Three Award Winning Ideas
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Ken Hall, Brandon Parks, Lauren Payton, Ty Downs – December, 8, 2022
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Streamline Results with the Right Self-Service Tool
How SS&C’s black diamond self-service tools provide advisor efficiencies.
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Kevin Ott – November, 17, 2022
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Simplify the Client Management Process with SS&C Black Diamond’s Client View Application
Client View’s impact on advisors and their clients.
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Carlo Yannuzzi – November, 3, 2022
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SS&C Black Diamond Wealth Platform: Financial Planning at Scale
Financial planning offers a solution that focuses on driving advisor’s planning operations.
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Michael Persin – October, 20, 2022
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Why an RMD Strategy Matters
The right RMD strategy can drive meaningful change.
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Bryan Klein – October, 6, 2022
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SS&C Black Diamond’s Platform Reporting: Holistic and Flexible for Each Client’s Need
Creating client connection points via customizable reporting.
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Lan Ho – September, 8, 2022
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Automated Testing Speeds Enhanced Technology Delivery to Clients
Quality assurance’s role in SS&C’s Black Diamond Wealth Platform development process.
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Traci Driggers – August, 25, 2022
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How Technology Analytics Determines Our Success
The use of technology helps us understand the impact of the Black Diamond Wealth Platform.
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Josh Bergen – August, 11, 2022
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Value Defined: Having the Right Tool for the Task
The importance of advisor’s during current times.
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John Milne – July, 28, 2022
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SS&C’s Black Diamond Wealth Platform – Product Operations
Gain visibility into how the team leverages internal analytics.
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Ken Hall – June, 30, 2022
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The Need for APIs in Today’s FinTech Space
APIs: The key element for integration, maintenance, and automation.
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Leah Stoney – June, 16, 2022
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Defining Data Excellence
What data excellence means to Black Diamond.
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Brandon Parks – June, 2, 2022
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The CRM Relationship
The value of the CRM and its integration within SS&C’s Black Diamond Wealth Platform.
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John Milne – May, 5, 2022
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Trusts and the Perception of Accessibility
Why trusts need to be a part of your investors’ portfolio.
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Michelle Greive – April, 7, 2022
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Compliance and the ESG Tie In
Protecting investors to the best of our ability.
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Shahyan Aly – March, 17, 2022
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Personalization: The Evolving Path of Wealth Management
Customizing an investor’s portfolio requires the right financial tech solutions.
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John Milne – March, 3, 2022
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Keeping Service at the Forefront
Examining the Holistic Client Experience to Ensure Service Remains the Focus
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Jen Becher & Katie Terry – February, 17, 2022
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Shifting Capacity Towards High-value Activities
The Path Towards Reducing Repetitive Operational Work
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John Milne – February, 3, 2022
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Looking Ahead Into 2022
The Journey ahead for advisors & the SS&C Black Diamond Wealth Platform
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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.
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Kyle Fleming – December, 16, 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.
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Kyle Fleming – December, 2, 2021
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CRM: Powering an Outstanding Service Experience
Always on, always available, and always moving your firm forward.
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Leah Stoney – November, 9, 2021
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Off to a Great Start with Data Authorization
Establishing a foundation for the future.
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Katie Terry – October, 28, 2021
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Client Relationships: The Heart of Your Advisory Practice
Holistic client relationship encompass the past, present, and future.
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Joey Marchy – October, 14, 2021
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A Tailored Approach to Technology Conversions
Technology implementation designed to help advisory firms succeed.
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Adam Anker & Bryan Brookman-Jones – August, 31, 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.
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Karen Sears – August, 12, 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.
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Kyle Fleming – July, 21, 2021
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Insurance, Integrated
A new experience makes it easy for advisors to leverage the first-ever integrated, commission-free insurance marketplace.
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Justin Wayne – June, 24, 2021
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Behind the Scenes with Data
Many data sources, one platform.
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Brandon Parks – April, 28, 2021
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‘Tis the Tax Season
By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.
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John Milne – April, 1, 2021
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Tell Your Story with Client Reporting
Providing the freedom and flexibility to write it your way.
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Carlos Quintanilla – March, 11, 2021
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Seizing the Moment to Motivate Financial Wellness
Now is the time to turn up financial wellness conversations.
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John Milne – February, 25, 2021
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Ready for the Return
Required minimum distributions are back.
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John Milne – February, 16, 2021
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The Top Three Benefits of an Accounts Receivable Tool
There’s a reason “cash is king.”
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John Milne – January, 19, 2021
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This Year’s Innovations for Integrations
Investment in integration means you get a seamless tech experience.
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Justin Wayne – November, 19, 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.
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Kyle Fleming – November, 5, 2020
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Rebalancing: Art or Science?
Maximizing return and minimizing risk while balancing instinctive client emotions.
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John Milne – October, 21, 2020
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Maintaining High-Touch Client Communications in a High-Tech World
While there is no replacement for face-to-face interactions, it has become apparent that technology can be effective at maintaining the personal touch that’s required to deliver an exceptional client experience.
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Kyle Fleming – October, 8, 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.
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Leslie Martin – September, 24, 2020
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
