Shaping the Future

In the world of modern investing, client experience isn’t just a nice-to-have—it’s essential to gain a competitive edge. Today’s investors expect seamless, intuitive digital interactions. Advisors need tools that help them deliver insight that clients can trust. To meet these evolving expectations, we reimagined the SS&C Black Diamond Client Experience Portal from the ground up. The new experience empowers firms to engage clients with clarity, flexibility, and confidence.

Client expectations have shifted dramatically. They no longer compare their advisor's portal experience to that of other financial institutions. Instead, they compare it against the best digital experiences in their lives: retail, travel, and healthcare.  

A digital interaction that feels clunky, outdated, or hard to navigate can create friction in the advisor-client relationship. Even minor digital frustrations can become major obstacles to retention and growth in an industry built on trust.

Introducing a More Personalized, Intuitive Portal

We listened when firms told us they needed better control, a cleaner design, and an experience that felt like an extension of their brand. In response, the new Client Experience Portal introduces key enhancements, including:

• Redesigned, configurable home screen that enables advisors to surface the content that matters most to their clients
• Revamped vault for faster, simpler access to documents
• New balance sheet graphic that paints a clearer picture of net worth and asset allocation

• Consistent desktop and mobile experiences to ensure clients engage in seamless interactions anytime and anywhere

With less time spent navigating complex tools, advisors can focus more on providing personalized guidance and demonstrating long-term value to clients.

Designed to Grow

At its core, we’ve introduced a modular, profile-driven architecture for the homepage—built to deliver personalized experiences at scale. Think of it as a set of customized components allowing each client to receive a tailored experience based on their specific needs. Firms can highlight key data content, incorporate deeper brand integrations, and organize views based on individual client profiles.

What’s Next: Forward Momentum

This release is a significant milestone and it’s only the beginning. Our roadmap includes additional enhancements that deepen customization, simplify workflows, and surface client-relevant metrics.

Upcoming developments will also focus on tighter integrations with other systems and data sources, bringing more efficiency to advisory workflows. We are building toward a future where data flows freely, insights are surfaced proactively, and every user feels supported by a platform that understands their needs.

We know evolving a platform takes time and trust. That’s why every decision is grounded in research and guided by a simple goal: to empower wealth management firms and help their clients thrive.

At Black Diamond, we believe the client’s experience with a firm’s brand should be just as strong as the advice delivered. These platform updates reflect that commitment.

To learn how the SS&C Black Diamond Wealth Platform can support your firm’s unique business needs, request your personal demo, call 1-800-727-0605, or email info@advent.com today.