In the News
In the News
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Morningstar Forms Strategic Alliance with SS&C’s Black Diamond Wealth Platform
Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black Diamond<sup>®</sup> Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar.
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Chicago, IL – February, 13, 2025
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SS&C Technologies Acquires FPS Trust
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the acquisition of FPS Trust Company, a non-depository trust company, from IPX Retirement. FPS Trust focuses on providing services to banks and institutional retirement plan providers. Financial terms were not disclosed.
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Windsor, CT – February, 3, 2025
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First Merchants Private Wealth Advisors Adopts SS&C Trust Suite
First Merchants Private Wealth Advisors, a unit of First Merchants Bank, has implemented the SS&C Trust Suite to support its private banking and trust businesses. The decision was driven by the high level of integration among the trust platform's components and the team's support.
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Windsor, CT – December, 10, 2024
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Future Capital Partners with SS&C's Black Diamond Wealth Platform
Future Capital today announced a strategic partnership and technology integration with SS&C's Black Diamond® Wealth Platform. Through this collaboration, Future Capital's recently launched Construct platform will be integrated into Black Diamond, providing direct access to manage clients' held-away 401(k) assets.
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Chattanooga, TN – November, 12, 2024
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SS&C Bolsters Alternatives Data Aggregation for Wealth Managers
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers' alternative investment data.
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Windsor, CT – October, 1, 2024
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SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the latest advancement in wealth management technology, the Black Diamond CRM module, integrated into the SS&C Black Diamond Wealth Platform.
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Windsor, CT – November, 2, 2023
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Pacific Life Teams Up with SS&C’s Black Diamond® to Create the First Joint Advisory Trade Management Platform
Pacific Life today announced its collaboration with the SS&C Black Diamond Wealth Platform to offer Registered Investment Advisors (RIAs) a streamlined experience for managing the investment options in their clients' Pacific Life advisory variable annuities.
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Newport Beach, CA – October, 16, 2023
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Tolerisk Enhances Integration With SS&C’s Black Diamond Wealth Platform
Tolerisk, a leading analytical risk-tolerance assessment software developer, is enhancing and further strengthening its integration with SS&C’s Black Diamond® Wealth Platform, an award-winning portfolio management platform for wealth management professionals.
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Marlton, NJ – October, 10, 2023
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SS&C's Black Diamond Wealth Platform Expands Financial Planning Capabilities with RightCapital Collaboration
SS&C Technologies announced the launch of its new native financial planning experience within the SS&C Black Diamond Wealth Platform to cover the past, present and future of a client's financial life.
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WINDSOR, CT – March, 21, 2023
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Concurrent Chooses Fidelity as Its First Custodian in Transition to RIA Channel
Moving swiftly on the transition path to a multi-custodial, hybrid RIA, Concurrent Advisors has selected Fidelity Institutional® as its first new custodian. This grants Concurrent a solid foundation upon which to reimagine its platform for independent advisors.
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TAMPA, FL – November, 1, 2022
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MT Newswires and SS&C Technologies Partner to Create Solution for Comprehensive Insider Trading Compliance and Monitoring
The integration provides an accessible, customizable, and cost-effective way for compliance officers to leverage news data provided by MT Newswires to monitor investors and employees for possible insider trading activity.
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BETHESDA, MD – October, 26, 2022
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YourStake Launches New Integration with SS&C's Black Diamond® Wealth Platform
YourStake is pleased to announce a new integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration connects YourStakes' deep data insights and values alignment to SS&C's powerful wealth management platform.
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NEW YORK, NY – July, 19, 2022
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SS&C's Black Diamond Wealth Platform Reaches $2 Trillion AUM
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that assets under management on the Black Diamond® Wealth Platform have reached a collective USD$2 trillion. This milestone represents an increase of 35% in aggregate assets managed on the Black Diamond platform since 2021.
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WINDSOR, CT – May, 18, 2022
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SS&C Acquires MineralWare
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has acquired 5 M's Minerals Management, LLC, a Texas limited liability company doing business as "MineralWare" for $18 million in cash.
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WINDSOR, CT – May, 16, 2022
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Pontera Announces Integration with SS&C’s Advent Custodial Data® Network to Help Advisors Manage Clients’ Retirement Assets
Pontera, the fintech company that enables financial advisors to trade and manage retirement assets in a secure and compliant manner, today announced an integration with SS&C’s Advent Custodial Data® network.
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NEW YORK, NY – April, 28, 2022
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SS&C Announces Collaboration with Morningstar Sustainalytics to Expand Access to ESG Research, Data, and Analytics
SS&C announced it will integrate Sustainalytics' ESG data into SS&C Advent platforms to power portfolio management and analytics workflows for its global client base. Morningstar Sustainalytics is a leading global provider of ESG research, ratings and data.
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WINDSOR, CT – April, 27, 2022
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YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations
YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Orion Advisor Technology, Redtail and SS&C Black Diamond® Wealth Platform.
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CHICAGO, IL – December, 9, 2021
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Smartleaf Inc. Announces Integration with SS&C Technologies’ Black Diamond Wealth Platform
Smartleaf, Inc. today announced an integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration enables advisors to efficiently and compliantly provide investors with unified managed accounts (UMAs) and unified managed households (UMHs) with market-leading portfolio customization and tax management.
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BOSTON, MA – September, 9, 2021
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DPL Financial Partners and SS&C Go Live With Insurance Marketplace for Advisors
DPL Financial Partners ("DPL"), the leading turnkey insurance platform for registered investment advisors ("RIAs"), and SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) announced the official launch of the SS&C Advent Insurance Marketplace Powered by DPL.
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LOUISVILLE, KY – August, 10, 2021
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SMArtX Advisory Solutions Expands Partnership with SS&C's Black Diamond Wealth Platform
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), today announced further expansion of its partnership with SS&C's Black Diamond® Wealth Platform.
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WEST PALM BEACH, Fl – August, 3, 2021
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Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Diversified Trust, a leading wealth management firm with $7.5 billion in assets under management, has selected SS&C as fund administrator for its private equity fund of funds platform.
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WINDSOR, CT – May, 24, 2021
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Andes Wealth Technologies Announces Integration with SS&C’s Black Diamond Wealth Platform
Through this integration, Black Diamond clients can seamlessly connect Black Diamond to the Andes Total Onboarding platform data, including risk tolerance, client profiling, portfolio visualization and Investment Policy Statement (IPS).
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– March, 1, 2021
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Wealthcare Announces Integration with SS&C's Black Diamond Wealth Platform
New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution.
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WEST CHESTER, PA – October, 28, 2020
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SS&C Announces SS&C Advent Insurance Marketplace
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide range of fee-only insurance solutions.
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WINDSOR, CT – September, 29, 2020
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Yourefolio™ Announces Integration with SS&C's Black Diamond® Wealth Platform
Yourefolio™, a leader in estate and legacy planning software, today announced an integration with SS&C Advent's Black Diamond® Wealth Platform to enhance an advisor's estate and legacy planning experience.
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Cleveland, OH – August, 28, 2020
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SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced new integrations for SS&C Advent's Black Diamond Wealth Platform with Schwab (NYSE: SCHW) Advisor Center®. These integrations provide users of Schwab's custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.
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Windsor, CT – August, 10, 2020
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Canoe Intelligence and SS&C Integrate to Streamline Alternative Investment Workflows
Canoe Intelligence (""Canoe""), a financial technology company focused on improving alternative investment operations for wealth managers, institutional investors, capital allocators and asset servicing firms, today announced a new integration with SS&C Technologies.
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New York, NY – July, 7, 2020
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SS&C Promotes Two Executives
Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent.
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Windsor, CT – July, 1, 2020
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Act Analytics and Black Diamond Announce ESG Technology Integration
Act Analytics, an innovative ESG-based investment analytics technology platform, today announced a new technology integration with SS&C Advent’s Black Diamond® Wealth Platform to help advisors better manage Environmental, Social and Governance (ESG) portfolios for their clients.
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Toronto, CA – June, 9, 2020
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Asset-Map Announces Integration with Black Diamond
Asset-Map, a Philadelphia-based financial technology company, today announced a new integration with SS&C Advent’s Black Diamond® Wealth Platform to streamline productivity for advisors using each platform and simplify the transfer of data to Asset-Map.
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Philadelphia, PA – January, 8, 2020
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SS&C's Black Diamond Wealth Platform® Integrates with StratiFi to Boost Compliance Capabilities
iFi Technologies has announced an integration with SS&C's Black Diamond® Wealth Platform to boost risk analysis and compliance capabilities for RIA firms.
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San Francisco, CA – November, 5, 2019
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Timeline Retirement Income Software Integrates With SS&C's Black Diamond® Wealth Platform to Power Robust Retirement Plans
Integration gives advisors seamless access to critical data.
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San Francisco, CA – October, 22, 2019
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Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform
Risk tolerance provider offers real-time analytics and allocation recommendations.
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Marlton, NJ – October, 15, 2019
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SS&C’s Black Diamond® Wealth Platform and RightCapital Announce Partnership to Enhance Financial Planning Experience
The partnership provides easy-to-use and comprehensive financial planning abilities to Black Diamond clients.
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Shelton, CT – October, 1, 2019
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SS&C’s Black Diamond Wealth Platform Expands Integration with HiddenLevers to Include Advisor KPI
Expanded integration will provide business intelligence to Black Diamond clients.
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Atlanta, GA – September, 17, 2019
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SS&C Announces Upcoming Integrations for Black Diamond Client Experience Portal
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that several wealth management technology providers will integrate with the Relationship Timeline feature in Black Diamond’s Client Experience (CX) portal. The CX portal is a cloud-based platform that allows advisors to maintain a collaborative dialogue with clients.
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Windsor, CT – September, 7, 2019
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SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates
The integration allows joint clients to automate the compliance and registration process, helping to ensure accurate registration and Form ADV information is filed.
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Cleveland, OH – August, 13, 2019
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SS&C Announces New Black Diamond Integrations with TD Ameritrade, Schwab, Fidelity and Pershing
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the Black Diamond Wealth Platform now offers more integration options with the advisory platforms of leading custodians, TD Ameritrade, Schwab, Fidelity and Pershing.
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Windsor, CT – June, 11, 2019
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SS&C’s Black Diamond Wealth Platform and Wealthbox Announce Integration Partnership
This direct connection between the systems allows RIAs to leverage Black Diamond data within Wealthbox CRM.
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New York, NY – May, 13, 2019
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SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone
Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets.
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Windsor, CT – May, 7, 2019
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Portfolio Solutions and SS&C Expand Partnership with Salentica Data Broker
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that Portfolio Solutions®, an RIA firm with $1.5 billion in assets under management, has expanded its relationship with SS&C adding Salentica Data Broker along with their instance of the Black Diamond Wealth Platform.
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Windsor, CT – March, 12, 2019
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