In the News

  • bussiness
    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.

    Press Release
    WINDSOR, CT – May, 24, 2021

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  • bussiness
    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).

    Press Release
    – March, 1, 2021

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  • bussiness
    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.

    Press Release
    WEST CHESTER, PA – October, 28, 2020

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  • bussiness
    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.

    Press Release
    WINDSOR, CT – September, 29, 2020

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  • bussiness
    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.

    Press Release
    Cleveland, OH – August, 28, 2020

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  • bussiness
    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.

    Press Release
    Windsor, CT – August, 10, 2020

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  • bussiness
    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.

    Press Release
    New York, NY – July, 7, 2020

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  • bussiness
    SS&C Promotes Two Executives

    Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent.

    Press Release
    Windsor, CT – July, 1, 2020

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  • bussiness
    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.

    Press Release
    Toronto, CA – June, 9, 2020

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  • bussiness
    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.

    Press Release
    Philadelphia, PA – January, 8, 2020

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  • bussiness
    Allianz Life Partners With SS&C’s Black Diamond Wealth Platform

    Real-time allianz life annuity information now appears in the portfolio management system.

    Press Release
    Minneapolis, MN – November, 18, 2019

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  • bussiness
    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.

    Press Release
    San Francisco, CA – November, 5, 2019

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  • bussiness
    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.

    Press Release
    San Francisco, CA – October, 22, 2019

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  • bussiness
    Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform

    Risk tolerance provider offers real-time analytics and allocation recommendations.

    Press Release
    Marlton, NJ – October, 15, 2019

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  • bussiness
    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.

    Press Release
    Shelton, CT – October, 1, 2019

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  • bussiness
    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.

    Press Release
    Atlanta, GA – September, 17, 2019

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  • bussiness
    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.

    Press Release
    Windsor, CT – September, 7, 2019

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  • bussiness
    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.

    Press Release
    Cleveland, OH – August, 13, 2019

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  • bussiness
    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.

    Press Release
    Windsor, CT – June, 11, 2019

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  • bussiness
    Fure Financial Selects SS&C Salentica for Secure Data Integration

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that Fure Financial, selected Salentica Data Broker to securely integrate data across platforms.

    Press Release
    Windsor, CT – June, 4, 2019

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  • bussiness
    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.

    Press Release
    New York, NY – May, 13, 2019

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  • bussiness
    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.

    Press Release
    Windsor, CT – May, 7, 2019

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  • bussiness
    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.

    Press Release
    Windsor, CT – March, 12, 2019

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