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:
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.
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.
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.
Clients using SS&C as a fund administrator, have the benefit that alternative investments will sync automatically in Black Diamond including a statement import.
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.
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.
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.
Within the Business Intelligence tool, new firm reporting settings are now available to support super class targets and mutual fund look-through.
Our platform provides firms with tools to operate efficiently and deliver a sophisticated, modern client experience.Learn More
Learn more about Black Diamond’s unique distinguishing characteristics.Learn More
Robust functionality from Black Diamond’s Rebalancer gives firms the upper hand they need to be competitive in this tech-forward industry.Learn More
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
The latest intuitive application within Black Diamond that is home to all of an advisor’s client communication and financial management needs.Learn More
This firm was easily able to address the need to work from home during the pandemic, while also providing an exceptional level of service to their clients.LEARN MORE
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
An overview of some of our mutual achievements in 2020 and insight into Black Diamond’s 2021 roadmap.
With Black Diamond’s industry proactive, personalized service model, advisors experience an elite combination of technology and service.
From day one, an expert implementation team works hand-in-hand with advisors to make their platform migration as smooth as possible.
Listen as Steve Leivent, SVP, Co-General Manager SS&C Advent, discusses new innovations that have expanded the breath of our offering and the scope of our core capabilities.
This detailed 7 minute demo video reviews key features of the Black Diamond Wealth Platform.
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
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.
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.
Advisors can access commission-free insurance and annuities to grow their practice and delivers greater client benefits-right from their desktop.
on Black Diamond
Assets under administration
on Black Diamond
on Black Diamond
Investors log into the
Black Diamond Portal daily
Raymond James Firms
using Black Diamond
Assets under administration from
mutual Raymond James - Black Diamond firms
Raymond James accounts feed daily
into Black Diamond
Mutual Raymond James and
SS&C Advent firms