Staying Connected with You

The goal of this page is to keep you connected with the work that we are doing at SS&C Advent and Black Diamond.
Not finding what you are looking for? No problem, simply email me as I’d be happy to help.

- Brian Justice
Meet Our Sales Teams
To serve the unique needs of your clients and prospects, our sales team serve territories based on a firm’s location and asset size. Feel free to reach out to anyone on the team as they are ready to help.

Contact us with any questions you may have about Black Diamond or other SS&C Advent solutions.

info@advent.com
(800) 727-0605

Sales Team

Firm AUA
West
Central
Southeast
Northeast
$0 - 200M
Kaitlin McPhail
(972) 837-0290
Wayne Bettis
904-234-9029
Tom Fish
(321) 917-0565
James Chin
917-519-9602
$201M - 700M
Larry Williams
(904) 655-3956
Heath Altier
(386) 747-7502
Jarred Lawson
(904) 613-6600
Brittany Martinez
954-330-2989
$701M – $2B
David Gunaseelan
(415) 527-9016
Alex Long
(201) 232-8138
Alex Long
(201) 232-8138
Alex Frantz
(402) 639-8330
$2B+
Todd Honderd
(415) 845-9221
Brien Walker
(904) 521-8168
Tracy Thompson
(904) 928-2660
Henry Spalding
(617) 899-8200
Region
AUA $0 - 200M
Western
Kaitlin McPhail
(972) 837-0290
Central
Wayne Bettis
904-234-9029
Southeast
Tom Fish
(321) 917-0565
Northeast
James Chin
917-519-9602

Region
AUA $200M - 700M
Western
Larry Williams
(904) 655-3956
Central
Heath Altier
(386) 747-7502
Southeast
Jarred Lawson
(904) 613-6600
Northeast
Brittany Martinez
954-330-2989

Region
AUA $701M – $2B
Western
David Gunaseelan
(415) 527-9016
Central
Alex Long
(201) 232-8138
Southeast
Alex Long
(201) 232-8138
Northeast
Alex Frantz
(402) 639-8330

Enterprise Sales Team ($2B+ Firm AUA)

West
Central
Southeast
Northeast
Todd Honderd
(415) 845-9221
Brien Walker
(904) 521-8168
Tracy Thompson
(904) 928-2660
Henry Spalding
(617) 899-8200

Region
AUA $2B+
Western
Todd Honderd
(415) 845-9221
Central
Brien Walker
(904) 521-8168
Southeast
Tracy Thompson
(904) 928-2660
Northeast
Henry Spalding
(617) 899-8200
Recent Enhancements
Every six weeks, the Black Diamond team releases platform enhancements that ensure your advisors are compliant and have access to the latest, innovative functionality. Learn more about some of our most recent enhancements.
[Coming Soon]
Compliance Export for Trade Submissions

Firms can gain visibility into Rebalancer trade activity with a new Data Mining System Template. It allows them to support audit and oversight workflows with a new export for submitted Rebalancer sessions. The export includes session creator, timestamp, and content, plus optional filtering by custodian for added clarity and focus.

[Coming Soon]
Restricted Plans in Rebalancer

Advisors can achieve greater control over client portfolios with Restricted Plans and custom investment menus that limit trading to approved securities. They can assign plans to specific accounts to align with retirement strategies or compliance requirements, ensuring trades stay within their firm’s designated investment parameters.

[Coming Soon]
Partnership Tree View

Soon, firms will have a hierarchical view of related partnerships based on parent account relationships. The tree view will enhance our recent partnerships of partnerships update, providing greater visibility and control for operational users.

[Coming Soon]
UMA Functionality in Rebalancer

Creating and managing UMA Strategies will allow users to split an Account into multiple ‘Sleeves’ to analyze and trade different Strategies within the same Account. This update will enable firms to manage different portions of the Account for specific investment strategies independently of each other or rebalance the Account to ensure that each ‘Sleeve’ has the correct proportional value and allocation for the specific Strategy.

[Coming Soon]
Alternative Investment Charting

The ability to report on alternative investments through charts within Client Reporting is coming soon. We will introduce line and bar charts with data points, including Distributions, Capital Called, Total/Current Value, Remaining Capital, and IRR. Additionally, we are working on the ability to determine which transactions affect the cost basis, resulting in more flexibility for cost-tracking needs.

[June 2025]
Alternative Investment Enhancements

We’ve expanded our capabilities across alternatives management and reporting, including within areas such as Client View, Mobile App, Client Experience Portal, and Client Reports. New data points such as Outside Capital Called, Fund Manager, and Investment Period Close Date are now accessible in these apps. Additionally, enhanced logic tied to the Investment Period Close Date will now automatically update the Remaining Capital value, improving accuracy in performance views. Vintage year and Fund Manager will be available grouping options.

[June 2025]
Email Notifications for Shared Rebalancer Sessions

Firms can stay informed even when they’re not logged in. Users can now opt-in to receive email notifications about key Rebalancer Session activities, including when a session is shared with them, when it's approved or rejected, or when action is taken on a session they’ve sent for review. These updates complement in-app alerts and support more efficient collaboration across teams.

[April 2025]
UMA Sleeves

The Sleeve Reporting Solution brings increased flexibility and control. Advisors can create sleeve accounts from a UMA and apply specific rules to diversify and manage assets more effectively. This functionality includes enhanced diversification, customization at scale, streamlined efficiency, and active management tools.

[April 2025]
Account Compression Enhancements

Continuing with our Reporting Flexibility initiative, we’re introducing Manager Strategies – a powerful new way to deliver a more holistic view of account compression. This enhancement connects the Client Experience, Rebalancer, and Data Mining applications with manager strategies to present a seamless account compression workflow.

[April 2025]
Firm User Access to Partnerships

The new Firm Partnership Management permission grants partnership access to firm users. When enabled, the new role permission allows users to create, edit, view, and delete partnerships based on account access. It’s an update that delivers expanded functionality for firm-level management.

[April 2025]
New Shared Document Visibility

We’ve added a visual indicator for newly shared documents in the document Vault to enhance client collaboration. Client users will begin seeing a clear marker highlighting new uploads. This update helps clients quickly identify what’s new and stay informed with ease.

[March 2025]
Configurable Client Experience Homepage

Enhancements to the Client Experience Homepage across web and mobile views will empower advisors with greater control and customization. With the new drag-and-drop layout configuration, advisors can personalize content per investor, ensuring key information is prioritized. A sleek, modern design enhances the experience, delivering a more intuitive and engaging portal.

[March 2025]
Partnerships of Partnerships

Firm admins can now create Partnerships of Partnerships, allowing a partnership account to be the parent, which can allocate performance data across assigned accounts based on allocation percentages. This added flexibility enhances performance tracking and reporting for complex partnership structures.

[March 2025]
Proposal Generation Enhanced Content

We've expanded Proposal Generation with new features, including Proposal Stats and Tax Cost for key portfolio metrics, Gain/Loss and Trades for tax and transition insights, and Holding-Level Detail to track assets across accounts. Users also have more control over PDF proposals, allowing them to customize displayed information at runtime.

[February 2025]
Morningstar Strategic Alliance

SS&C's Black Diamond® Wealth Platform will become the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. With advanced analytics, upgraded features, and an intuitive design, Direct Advisory Suite provides smarter insights, simplifies workflows, and enhances client interactions for better outcomes.

[September 2024]
Advanced Groupings in Client Reporting

We are excited to announce the next phase of the Advanced Groupings beta, which now includes all client reporting applications: Client Reports, Client Portal, Client Mobile app, Client View, and Research.

[September 2024]
Rebalancer Cash Buffer Enhancements

We have addressed feedback to improve the tools for managing advisor client's cash needs within the Rebalancer application. This includes managing cash needs at the program level while giving advisors more control over the details. We are introducing cash buffers at the program level that will apply to any account assigned. In addition, advisors can now exclude specific cash buffers from the allocation value and determine how much of each should be liquid or invested into a money market fund. A dollar cost average schedule can be created to ease into the investment strategy.

[June 2024]
Client Portal Vault Redesign

We are thrilled to release our Vault redesign of the Client Portal. The new experience will entail a dropdown menu on the Vault tab. Instead of clicking Vault and going directly to the Vault, clients will be able to select whether they want to view Documents, Reports, or Statements based on the enabled client profile settings. No features or settings will need to be enabled for client users; existing functionality and visibility will be respected.

View Previous Enhancements ▼
Black Diamond Resources & Collateral
To help you learn more about the Black Diamond® Wealth Platform, please reference some of our most commonly requested marketing materials below.

Product Previews & Key Functionality Demos

Watch these short videos for a detailed overview of some of our key pieces of functionality within the Black Diamond Wealth Platform.
  • Black Diamond Proposal Generation Demo

    Advisors will differentiate their brand with high-quality, personalized proposals, save time, and reduce errors. The intuitive data collection and proposal creation processes allow advisors to focus more on client interactions and strategic planning. This enhanced process helps to minimize the risk of errors that often occur during manual data entry and compilation.

    Watch Now
    play-icon
  • Client View Demo

    Black Diamond's Client View application consolidates all client-centric details, workflows, and third-party integrations already found within Black Diamond into a single, interconnected command center. Client View enables advisors to consolidate and access their client's entire financial lives. 

    Watch Now
    play-icon
  • Business Intelligence Demo

    Advisors can take the pulse of their business, identify trends and outliers, and examine the finer details of advisor performance and their client relationships. Granular permission controls, compliance-ready formats, report automation, and more make oversight manageable while providing a 360-degree view into your practice.

    Watch Now
    play-icon
  • Rebalancer Demo

    Black Diamond's Rebalancer provides daily reconciliation allowing advisors to see what accounts or households need attention from a trading perspective. The robust modeling framework, proactive monitoring, straight-through trade processing, and tax-efficient capabilities keep even the most complex portfolios aligned with a client’s goals.

    Watch Now
    play-icon
  • Client Experience Demo

    Through a custom-branded, interactive client portal, advisors can document advisor-client communications, showcase dynamic portfolio metrics, post to a secure document vault, incorporate outside account aggregation, balance sheet reporting, and more.

    Watch Now
    play-icon
  • Billing Demo

    Advisors can itemize their value by structuring fees in a way that makes sense to both the advisor and their clients. The countless configuration settings and built in workflows allow a streamlined process, eliminating the need to run billing more than once per period.

    Watch Now
    play-icon
  • Client View Overview Video

    This video shows how Client View works as an advisor’s one-stop-shop and data command center that supports a more personalized approach to managing their client's financial life - past, present, and future.

    Watch Now
    play-icon
  • The Right Partner. The Right Technology.

    This detailed 7 minute demo video reviews key features of the Black Diamond Wealth Platform.

    Watch Now
    play-icon

Product Briefs, Case Studies and Whitepapers

Learn even more about Black Diamond with these product briefs, case studies and whitepapers.
  • Black Diamond CRM
    Black Diamond CRM

    As a managed offering, the Black Diamond CRM offers pre-built integrations, including account opening and email workflows, a Time and Expense Manager, and robust data syncs.

    Learn More blue-arrow
  • Black Diamond Product Brief
    Black Diamond Product Brief

    Our platform provides firms with tools to operate efficiently and deliver a sophisticated, modern client experience.

    Learn More blue-arrow
  • Black Diamond’s Top 5 Key Differentiators
    Black Diamond’s Top 5 Key Differentiators

    Learn more about Black Diamond’s unique distinguishing characteristics.

    Learn More blue-arrow
  • Rebalancer Product Brief
    Rebalancer Product Brief

    Robust functionality from Black Diamond’s Rebalancer gives firms the upper hand they need to be competitive in this tech-forward industry.

    Learn More blue-arrow
  • Client Experience Product Brief
    Client Experience Product Brief

    Through the Black Diamond Client Experience portal, you can offer a customizable, firm-branded, and interactive online environment that your clients can access anytime, anywhere.

    Learn More blue-arrow
  • BD + RCI: Delivering Compliance Confidence Whitepaper
    BD + RCI: Delivering Compliance Confidence Whitepaper

    The award-winning combination of SS&C's Black Diamond and Risk & Compliance Intelligence Platform (RCI) seamlessly connect to provide an accurate and automated oversight experience.

    Learn More blue-arrow
  • Client View Product Brief
    Client View Product Brief

    The latest intuitive application within Black Diamond that is home to all of an advisor’s client communication and financial management needs.

    Learn More blue-arrow
  • 6-step Data Conversion Process Brief
    6-step Data Conversion Process Brief

    From day one, a firm’s past data is ready to use. They will not need to toggle back and forth between disparate systems to manage their client’s portfolio.

    Learn More blue-arrow
  • LPL + BD Case Study: Aspen Private Advisors
    LPL + BD Case Study: Aspen Private Advisors

    They built their ideal RIA business with Black Diamond and LPL at the core of it.

    Learn More blue-arrow
  • Black Diamond is Part of the LPL Financial Vendor Affinity Program
    Black Diamond is Part of the LPL Financial Vendor Affinity Program

    Advisors don’t need another product. They need a partner. Black Diamond is now part of the LPL Financial Vendor Affinity Program.

    Learn More blue-arrow
  • Black Diamond for Breakaway Advisors
    Black Diamond for Breakaway Advisors

    Designed with Breakaway Advisors in mind. From our specialized and confidential implementation process to the turn-key cloud-based solution, you will be implemented, ready to service clients and get paid from day-one.

    Learn More blue-arrow
  • Black Diamond for Family Offices
    Black Diamond for Family Offices

    A fully-integrated cloud-native solution complete with customizable and robust household performance reporting, alternatives data aggregation, an immersive client portal, and seamless connections to a vast ecosystem of smart integrations.

    Learn More blue-arrow
  • Black Diamond for Broker Dealers
    Black Diamond for Broker Dealers

    A scalable, cloud-native platform that provides compliance confidence through pre-approved reporting templates and user-permission controls. In addition, our advanced technology's intuitive design is an added value for IBDs looking to recruit new and younger advisors.

    Learn More blue-arrow

Client and Leadership Testimonial Videos

Hear from Black Diamond leadership and clients on what separates us from the rest.
  • Black Diamond Top 5 Key Differentiators
    1. Dedicated Service Model
    2. Intuitive and Thoughtful Design
    3. Data Network
    4. Relationship-Based Pricing
    5. Seamless Handoff from Sales to Implementation to Service
    Watch Now
    play-icon
  • SS&C Black Diamond Eliminates TAMP Trade-offs with Modular Service Design

    Rather than requiring advisors to adapt to platform limitations, Black Diamond has built a system where the technology adapts to individual practice needs.

    Watch Now
    play-icon
  • Client Story - Symmetry Capital Advisors

    David Stalnaker from Symmetry Capital Advisors discusses how Black Diamond allows his firm to differentiate themselves in a competitive market.

    Watch Now
    play-icon
  • Client Story - Diversified Trust

    Discover how Diversified Trust uses the Black Diamond Wealth Platform to enhance transparency, streamline reporting, and elevate the client experience.

    Watch Now
    play-icon

Black Diamond & Morningstar Office | A Strategic Alliance

Learn about the Black Diamond Wealth Platform Research & Analytics Bundle, exclusive for Morningstar Office users.
  • An Almost Effortless Transition to Black Diamond
    An Almost Effortless Transition to Black Diamond

    Morningstar Office users can easily transition to Black Diamond with a customized data conversion process. The proprietary tool and implementation process are designed to make the transition process run smoothly, with most of the work done on behalf of the firm.

    Learn More blue-arrow
  • Black Diamond Brochure for Morningstar Office Users
    Black Diamond Brochure for Morningstar Office Users

    Our platform provides firms with tools to operate efficiently and deliver a sophisticated, modern client experience.

    Learn More blue-arrow
  • The Black Diamond Transition Advantage
    The Black Diamond Transition Advantage

    Providing a smooth and customized data conversion and implementation process, along with dedicated and unlimited support post go-live.

    Learn More blue-arrow
  • Black Diamond Wealth Platform Research & Analytics Bundle
    Black Diamond Wealth Platform Research & Analytics Bundle

    A comprehensive suite of portfolio management, reporting, and client engagement tools—infused with Morningstar's unparalleled data and analytics —all at competitive, exclusive strategic alliance pricing.

    Learn More blue-arrow
Additional SS&C Solutions
Additional offerings from within the SS&C Ecosystem.
  • SS&C Accord

    Remove the friction from the alternatives aggregation and reporting process by seamlessly accessing the analytics within Black Diamond.

    Learn More
  • Advent Genesis Product Brief

    Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution and is part of the Advent Investment Suite, it is designed to work in concert with SS&C Advent’s
    Moxy® OMS.

    Learn More
  • Salentica Elements Product Brief

    Easy to use and quick to deploy in the cloud, Elements instantly upgrades a firm’s relationship management and customer experience without having to replace their entire tech stack.

    Learn More
  • Black Diamond Link for APX Product Brief

    Black Diamond® Link allows a firm to take advantage of key features of our award-winning, cloud-based Black Diamond platform without undergoing a system migration.

    Learn More
  • Advent Insurance Marketplace Powered by DPL Product Brief

    Advisors can access commission-free insurance and annuities to grow their practice and delivers greater client benefits-right from their desktop.

    Learn More
By The Numbers
Check out the depths of our powerful relationship below.
3,000+

Total firms
on Black Diamond

$3.6T+

Assets under administration
on Black Diamond

8M+

Accounts handled daily

837K+

Active firm and
client users

118

LPL Firms
using Black Diamond

$44B

Assets under administration from
mutual LPL - Black Diamond firms

119K

LPL accounts feed daily
into Black Diamond

190

Mutual LPL and
SS&C Advent firms*

*Data includes Black Diamond, APX, Axys and AOS clients.

Brian Justice
Vice President, Head of Advisory Sales
Please let me know if you have any questions at all about the Black Diamond Wealth Platform or any of SS&C Advent’s other best-in-class solutions. I am available and ready to help, no matter how big or small the request.
bjustice@sscinc.com
(415) 645-1211