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.

- 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
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.
[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
Learn More
[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.

Watch Now
[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.

Watch Now
[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.

[March 2020]
Firm-Wide Allocation Report Updates

Within the Business Intelligence tool, new firm reporting settings are now available to support super class targets and mutual fund look-through.

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 Briefs, Case Studies and Whitepapers

Learn even more about Black Diamond with these product briefs, case studies and whitepapers.
  • 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
  • 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
  • Archvest Wealth Advisors Case Study
    Archvest Wealth Advisors Case Study

    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 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

Product Overviews & Leadership Testimonial Videos

 Hear from Black Diamond leadership on what separates us from the rest.
  • A Year in Review and a Look to the Future

    An overview of some of our mutual achievements in 2020 and insight into Black Diamond’s 2021 roadmap.

    Watch Now
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  • High Tech Combined with High Touch

    With Black Diamond’s industry proactive, personalized service model, advisors experience an elite combination of technology and service.

    Watch Now
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  • Collaborative Implementation from Day One

    From day one, an expert implementation team works hand-in-hand with advisors to make their platform migration as smooth as possible.

    Watch Now
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  • Moving the Industry Forward

    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.

    Watch Now
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  • The Right Partner. The Right Technology.

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

    Watch Now
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Additional SS&C Advent Solutions
Additional offerings from within the SS&C Advent Ecosystem.
  • 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.
1,600+

Total firms
on Black Diamond

$1.3T

Assets under administration
on Black Diamond

2M+

Total accounts
on Black Diamond

4,700+

Investors log into the
Black Diamond Portal daily

107

Raymond James Firms
using Black Diamond

$7B

Assets under administration from
mutual Raymond James - Black Diamond firms

21K

Raymond James accounts feed daily
into Black Diamond

395

Mutual Raymond James 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.
jbarrs@sscinc.com
(386) 983-2512