In the News
In the News
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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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Allianz Life Partners With SS&C’s Black Diamond Wealth Platform
Real-time allianz life annuity information now appears in the portfolio management system.
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Minneapolis, MN – November, 18, 2019
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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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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.
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Windsor, CT – June, 4, 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
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
