Staying Connected with You

Not finding what you are looking for? No problem, simply email me as I’d be happy to help.

- Jerry Barrs
Meet the Sales Team
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.
Firm AUA
Western
Central
Eastern
$0 - 250M
Noah Strunk, CFP®
(904) 565-5867
Heath Altier
(904) 565-5563
Jarred Lawson
(904) 928-2695
$251M - 1B
David Gunaseelan
(415) 527-9016
Steven Bloom
(386)-451-9128
Alex Frantz
(415) 728-3435
$1B+
Chris Nelson, CIPM
(904) 928-2642
Chris Nelson, CIPM
(904) 928-2642
Tracy Thompson (+FL +GA)
(904) 928-2660
Region
AUA $0 - 250M
Western
Noah Strunk, CFP®
(904) 565-5867
Central
Heath Altier
(904) 565-5563
Eastern
Jarred Lawson
(904) 928-2695

Region
AUA $251M - 1B
Western
David Gunaseelan
(415) 527-9016
Central
Steven Bloom
(386)-451-9128
Eastern
Alex Frantz
(415) 728-3435

Region
AUA $1B+
Western
Chris Nelson, CIPM
(904) 928-2642
Central
Chris Nelson, CIPM
(904) 928-2642
Eastern
Tracy Thompson (+FL +GA)
(904) 928-2660
Pershing Integrations
Our integrations with NetX360® have allowed us to take the Black Diamond user experience to the next level. Simplification is key, and with the addition of features such as Straight Through Trade Processing with FIX and bi-directional Single Sign On, our mutual firms can now enjoy an intuitive workflow, easily moving between platforms.

Bi-Directional Single Sign-On

Statements & Tax Documents

Straight Through Trade Processing via FIX

Client Onboarding
(coming soon)

Cost Basis Sync

Management Fee Sync
(coming soon)

Bi-Directional Single Sign-On

Statements & Tax Documents

Straight Through Trade Processing via FIX

Client Onboarding
(coming soon)

Cost Basis Sync

Management Fee Sync
(coming soon)

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.
[March 2021]
Home Space Added to Client View

Home is a dashboard providing a well-rounded relationship snapshot and connection to where firms need to go using their choice of configurable widgets. Along with pertinent insights from across Client View, Home also features Rebalancer and Billing specifics and will launch users directly into client-related workflows.

[March 2021]
Relationship Setup and Maintenance

We’ve streamlined how firms can set up and manage relationships. Clients can now ensure a firm user’s relationship access coincides with their account access using an automated sync. In addition, all firms using the daily feed with the Redtail CRM integration now have access to the relationship and contact sync.

[March 2021]
Integration with the Advent Insurance Marketplace Powered by DPL

From the Connections menu, clients can use single-sign-on to launch directly into the marketplace.  

[December 2020]
Accounts Receivable

The Accounts Receivable system is designed to identify fees billed against those which have been received to provide current and outstanding revenue information. The functionality is also designed to work with the use of Billing Accounts, Pay by Invoice Accounts, as well as with Fee Attribution. This is now available as an optional feature and can be activated upon request.

[November 2020]
Rebalancer Trading Enhancements

Specific tax lots can now be selected during sales transactions. Firms now have the ability to override an account's tax lot disposition method by directly indicating which tax lots should be disposed for a given asset's sale transaction. Firms can quickly identify the lots that are being disposed for a sale transaction on the Trade Tab within the Trade Order of a specific client by selecting the arrow next to each sales transaction.

[November 2020]
Client User Management Improvements

Firms can bulk invite, or re-invite, their clients to the portal and gain visibility into their usage through the improved Client User page within your Client Experience application.

[September 2020]
Shared To-Do List

Advisors are able to create tasks for clients to view within their Client Experience portal, eliminating the need to send extra communications for tasks like document signing.

To-Do List Features:

  • Create, Assign, Update and Monitor for Advisors in Client View
  • Monitor and complete tasks for Client Users in Client Experience in web and mobile
  • Notifications
  • Reminders
  • Attachments
  • Comments
[September 2020]
Redtail CRM Data Sync into Black Diamond

Our latest enhancement to the Redtail integration is a contact sync where contacts and relationships in Redtail can be automatically created in Black Diamond using Redtail data.

[September 2020]
Client View Debut Released in September

Client View is the primary hub for advisors to house client information, client reports, documents, and  communications. Client View houses all important information related to each of the clients that advisors manage. Advisors can configure a default experience for all users and more granularly setup purposeful experiences for specific roles.

[June 2020]
Trade Recon is Now Generally Available

Trade Reconciliation compares “trades” and “transactions” to auto-reconcile activity that can be matched, while also indicating any discrepancies that may have occurred. These discrepancies can be reviewed and cleared or reconciled.

[June 2020]
Alternative Data Sync for Tracking and Reporting

Clients using SS&C as a fund administrator, have the benefit that alternative investments will sync automatically in Black Diamond including a statement import.

[June 2020]
Content Management Improvements for Client Reporting

A new content management dashboard within the Reports application is coming soon. It will simplify how clients update market commentary, investment philosophy statements, team bios, and other content referenced within client reporting.

[April 2020]
Automatic Rebalancer Trade Reconciliation

To provide clients with transparency into any potential trade breaks, functionality will automatically reconcile Rebalancer trades against executed custodial transactions falling within a client’s defined tolerance next-day.

[April 2020]
Improved Document Vault Advisor Experience

To help streamline the Document Vault experience, we’ve built a consolidated Client Files page for quick setup and document sharing. We’ve also added the option to create and apply folder templates.

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 Briefs, Case Studies and Whitepapers

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

Product Overviews & Leadership Testimonial Videos

Watch some of our Black Diamond product overview videos or hear from leadership on what separates us from the rest.
Additional SS&C Advent Solutions
Additional offerings from within the SS&C Advent Ecosystem.
By The Numbers
Check out the depths of our powerful relationship below.
1,700+

Total firms
on Black Diamond

$1.6T

Assets under administration
on Black Diamond

2.5M+

Total accounts
on Black Diamond

4,700+

Investors log into the
Black Diamond Portal daily

262

Pershing Firms
using Black Diamond

$101B

Assets under administration
from mutual
Pershing - Black Diamond firms

174K

Pershing accounts feed daily
into Black Diamond

716

Mutual Pershing and
SS&C Advent firms

Jerry Barrs
Channel Manager
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.
(386) 983-2512