From Complexity to Clarity | Tailored Client Reporting with Black Diamond

Every advisor today faces one reality: complexity is the new normal. Families span generations, trusts, operating businesses, and philanthropic arms, each with distinct communication and reporting needs. The SS&C Black Diamond® Wealth Platform is built to meet that challenge, delivering clarity, customization, and control for advisors managing sophisticated client relationships.

Understanding the Needs of Modern Households

High-net-worth families manage a mosaic of financial relationships, often spanning multiple account types, ownership structures, and financial goals. Advisors must deliver a consolidated view and detailed insights on individual accounts to serve them effectively. Traditional systems fall short, slowing down workflows and increasing the risk of confusion.

Instead of manually stitching together multiple reports, advisors can deliver a clean, customized view for each household and entity. Black Diamond eliminates inefficiencies and empowers advisors to deliver personalized, accurate reporting, all while enhancing transparency and trust. Advisors have found this reporting so helpful that the platform has won WealthTech America’s Best Consolidated Reporting award two years in a row and the 2025 Family Wealth Report award.

Dual-Level Reporting: Household and Entity Views

Whether clients want a holistic snapshot or a deep dive into a specific account, Black Diamond provides seamless transitions between household-level and entity-specific reporting, allowing advisors the flexibility to adapt to their clients’ needs.

Advisors used to bounce between multiple systems, manually assembling reports, and fielding last-minute questions from confused clients. With Black Diamond, a single, unified dashboard gives each stakeholder access to precisely what they need when they need it, reducing friction and deepening trust.

Granular Access and Personalized Portals for Every Stakeholder

Black Diamond’s permission-based access ensures that trustees, family members, and outside professionals only see what they need to. Whether it’s a family office managing multiple trusts or a business leader overseeing a company portfolio, the platform keeps information relevant, secure, and aligned to each role.

Each client sees what matters most to them. Advisors can tailor dashboards to highlight goals, key performance indicators, or entity-specific details, delivering a streamlined, intuitive experience. For example, when a grandfather uses his client portal to show his granddaughter how her college fund is growing, that bonding moment was made possible by clear, accessible reporting.

Consolidated Statements for Family Offices

Black Diamond simplifies complexity across the board for family offices managing dozens of accounts and entities. Rather than juggling multiple tools or merging reports manually, firms can generate comprehensive, consolidated statements that bring together trusts, businesses, and investment accounts in one seamless view.

These holistic insights make it easier for family offices to assess risk, evaluate performance, and support strategic decision-making. Advisors can also automate recurring reports and deliver them at a cadence that meets each stakeholder's expectations, freeing up valuable time, and minimizing the risk of errors. With Black Diamond advisors can spend more time on interpreting data and guiding clients forward.

Stronger Communication, Stronger Relationships

Think of Black Diamond as the "universal remote" for your advisory operations: one place to control all the moving parts. Beyond reporting, Black Diamond supports proactive, high-impact client engagement. Advisors can log key decisions, assign tasks, and track progress directly within the platform. That level of visibility fosters collaboration, strengthens relationships, and reduces back-and-forth communication.

Discover how the SS&C Black Diamond Wealth Platform can transform your client relationships. Call us at 1-800-727-0605, email info@advent.com, or request your personal demo.