Connect with Tech

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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
    Sarah Hanrahan – 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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Leah Stoney – June, 16, 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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    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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    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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    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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    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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    Shifting Capacity Towards High-value Activities

    The Path Towards Reducing Repetitive Operational Work

    Blog Post
    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

    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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    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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    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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    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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    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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    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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    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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    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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    Behind the Scenes with Data

    Many data sources, one platform.

    Blog Post
    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.

    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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    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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    Ready for the Return

    Required minimum distributions are back.

    Blog Post
    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.”

    Blog Post
    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.

    Blog Post
    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.

    Blog Post
    Kyle Fleming – November, 5, 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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    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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Connecting the Dots of Your Practice so You Can Connect with Your Clients.