Unifying the Advisor Experience

Advisors today are overwhelmed by disjointed systems:

• CRMs that don’t sync with planning tools
• Billing platforms that require manual workarounds
• Reporting engines that operate in isolation

This lack of continuity is inefficient and unsustainable. As client expectations climb, advisory firms can’t afford to patch together their operations. They need purpose-built technology that works together by design.

A Core Philosophy: Integration by Design

The SS&C Black Diamond^® Wealth Platform goes beyond performance reporting. It serves as the operational core of an advisor’s business, uniting front-, middle-, and back-office functions through a purpose-built, open architecture. Its deep network of integration partners ensures firms can build with flexibility while maintaining a cohesive advisor and client experience.

Some solutions like Future Capital, which enables seamless workflows, a single point of contact, and unified billing, are deeply embedded. Others connect via APIs, allowing advisors to easily extend platform capabilities by bringing in their preferred tools. No matter the configuration, the outcome is the same: more choice, less complexity.

Plus, because Black Diamond is part of the broader SS&C ecosystem, firms also benefit from internal solutions that are natively bridged. These solutions extend value through deep connections across SS&C technologies and external integrations. It’s an ecosystem approach that reinforces integration by design.

Integration in Action: Tools That Work Together

This connected approach shows up across five strategic areas:

• Financial Planning: Connect tools like Right Capital to synchronize financial plans and portfolios without manual data entry.
• CRM Systems: Integrate your chosen CRM to maintain continuity in client engagement, automate workflows, and eliminate redundant steps.
• Held-Away Assets: Incorporate 401(k) and retirement plan data directly into portfolio views via our embedded relationship with Future Capital.
• Risk & Analytics: Access A, B, and other analytics solutions natively to run risk models and stress tests without leaving the platform.
• Alternatives & Custom Reporting: Aggregate private equity, hedge funds, and real estate holdings into client-facing dashboards and reports with minimal lift. Advisors have found this reporting feature so helpful that it has won WealthTech America’s Best Consolidated Reporting award two years in a row and the 2025 Family Wealth Report award.
  
  

What It Means for Advisors and Clients

With Black Diamond, advisors gain a unified environment to manage client relationships with clarity and confidence. Clients benefit from a consistent, intuitive experience whether they’re reviewing a plan, logging into their portal, or receiving a quarterly report.

Integrations do more than streamline tasks; they lay the groundwork for scalable growth. With fewer bottlenecks and less manual entry, firms can expand their client base and advisor teams without overhauling systems or adding operational headcount.

Whether serving 50 clients or 3,000, Black Diamond’s infrastructure is designed to adapt, providing a secure foundation for consistent service, advisor efficiency, and long-term growth. New integration partners are added regularly, and existing connections are refined based on advisor feedback. A dedicated partner enablement team ensures each integration adds value and evolves with your practice, promising an exciting future.

This integration framework enables firms to deliver a tech-enabled client experience that’s modern, consistent, and personal.

If your tech stack feels like a collection of disconnected parts, it may be time to move toward something designed to work together.

To learn how the SS&C Black Diamond^® Wealth Platform can support your firm’s growth, advisor productivity, and client experience, request your personal demo, call 1-800-727-0605, or email info@advent.com today.