In the News

  • 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
    SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the launch of Client View, a new application within SS&C’s Black Diamond® Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage their clients’ financial lives.

    Press Release
    Windsor, CT – September, 25, 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
    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, 17, 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 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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