Bi-Directional Single Sign-On
Statements & Tax Documents
Straight Through Trade Processing via FIX
Cost Basis Sync
Bi-Directional Single Sign-On
Statements & Tax Documents
Straight Through Trade Processing via FIX
Cost Basis Sync
Total firms
on Black Diamond
Assets under administration
on Black Diamond
Total accounts
on Black Diamond
Investors log into the
Black Diamond Portal daily
Pershing Firms
using Black Diamond
Assets under administration from
mutual Pershing - Black Diamond firms
Pershing accounts feed daily
into Black Diamond
Mutual Pershing and
SS&C Advent firms