Smarter Tools. Stronger Relationships.

Advisors share more insights than ever. Yet, Reports go unread by clients and the analysis is buried. When clients aren’t engaged, trust starts to erode.

SS&C's Black Diamond Wealth Platform^® helps advisors cut through the noise. With simple, intuitive communication tools, the platform helps turn static updates into two-way conversations that keep clients connected to what matters most.

Three standout features—Timeline, Tasks, and Vault—uniquely enhance communications, drive actions, and centralize key information. Together, they help advisors deliver a more engaging and responsive client experience.

Timeline: Turn Passive Clients into Active Participants

The Timeline feature within the Black Diamond Client Portal is a dynamic feed where advisors can share timely content—from quarterly reports to webinar invites—and clients can comment, react, and engage. It is a familiar, social-style experience that fosters connection, and its engagement is built with compliance in mind.

Instead of waiting for clients to dig through emails, Timeline surfaces insights right where clients can easily see them. The result? More interaction, better follow-up, and stronger relationships.

The benefits go both ways. Clients who engage more frequently through Timeline often come to meetings better informed and more confident in their financial plan, making advisory conversations more strategic and efficient. Timeline builds a rhythm of communication that strengthens trust over time.

Tasks: Move Things Forward Faster

Whether signing documents, scheduling reviews, or gathering forms, the Tasks information keeps everyone aligned. Advisors can assign next steps to clients or internal teams via Tasks to ensure nothing slips through the cracks.

Even better? With built-in DocuSign integration, Tasks eliminates the back-and-forth. Advisors can send, track, and complete action items from a single platform—saving time and reducing friction for everyone.

Firms with multiple advisors or operational teams benefit, too. Tasks streamline internal collaboration and make handoffs seamless. Everyone stays on the same page, even when managing high volumes of client activity.

Vault: Centralize Everything

Vault gives advisors and clients a centralized, organized space to manage key documents. It’s built-in, so files and folders can be uploaded and shared and clients can get notified when updates happen.

It also supports real-life collaboration, such as a parent uploading college financial aid paperwork or a family sharing tax documents across generations. Advisors can see the full picture and offer more relevant, timely advice.

Vault also integrates with custodians such as Goldman Sachs and Pershing, pulling in third-party statements providing a centralized location for all documents. With Vault, firms can reduce dependency on email and improve security. Sensitive information is stored and shared in one encrypted location, giving clients and advisors peace of mind.

Engagement That Extends Beyond the Desktop

The Black Diamond mobile app brings Timeline, Tasks, and Vault together in one intuitive experience. Clients stay engaged on the go, with real-time push notifications that keep them in the loop, and advisors can manage updates from the companion app.

For firms looking to elevate their brand, a custom-labeled version of the app keeps your name and logo front and center at every touchpoint.

Whether running a solo practice or managing a national firm, keeping clients informed and engaged has never been more essential or achievable. With tools that adapt to how advisors and clients work, Black Diamond is redefining client communication.

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