Streamline Results with the Right Self-Service Tool

Kevin Ott – 11/17/2022

Having the right tools is essential to completing a task efficiently. The SS&C Black Diamond® Wealth Platform team knows this and focuses on delivering self-service tools to provide advisors with the smoothest possible results.

The Black Diamond team has provided its clients with over 35 bulk tools that offer advisors timesaving solutions to common obstacles. Additionally, these seamless self-service tools contain intuitive templates and instructions to meet the needs of advisors in an efficient and rewarding way.

A highlight of these developed tools include:

  • Report Builder: Time is our most precious commodity, and delivering results quicker is crucial to the success of an advisor’s business. Knowing the client’s reporting preferences is essential when encountering scenarios where client meetings are imminent. Therefore, Black Diamond offers a Report Builder tool that highlights specific data points in a comprehensive manner that is most important to advisors and their clients.
  • Relationships: The platform provides tools that allow advisors to assign relationships, targets, account and portfolio assignments, contact information, and user and team assignments. In addition to the nearly 30 tasks currently available through the Relationships tool, we are looking to add more soon.
  • Billing: The need to contact customer service when managing billing is a thing of the past. We provide a slew of common functions needed for billing, such as inserting account fee assignments, fee attributions, schedules, and more via a simple upload.
  • Account Merge Tool: The Account Merge tool is launching soon, so when accounts switch from one custodian to the next, firm users can have continuity of data on the platform, streamlining and simplifying the user experience, and virtually eliminating the need for case management.

At Black Diamond, we strive daily to meet advisors’ needs by delivering solutions and tools at the forefront of innovation. This sample of available platform tools continually gives advisors the needed results by putting solutions directly in their hands.

To learn how the SS&C Black Diamond® Wealth Platform and its self-service tools can support your advisory firm, request your personal demo, call 1-800-727-0605, or email