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.

- David Edstrom
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
East
$0 - 200M
Larry Williams
(347) 544-9883
Brittany Martinez
(954) 330-2989
Tom Fish
(321) 917-0565
$201M - 700M
Rhonda Spence
(619) 573-0389
Heath Altier
(386) 747-7502
Jarred Lawson
(347) 544-9582
$701M+
David Gunaseelan
(415) 527-9016
Chris Nelson
(904) 334-3190
Alex Frantz
(402) 639-8330
Region
AUA $0 - 200M
Western
Larry Williams
(347) 544-9883
Central
Brittany Martinez
(954) 330-2989
Eastern
Tom Fish
(321) 917-0565

Region
AUA $200M - 700M
Western
Rhonda Spence
(619) 573-0389
Central
Heath Altier
(386) 747-7502
Eastern
Jarred Lawson
(347) 544-9582

Region
AUA $700M+
Western
David Gunaseelan
(415) 527-9016
Central
Chris Nelson
(904) 334-3190
Eastern
Alex Frantz
(402) 639-8330

Enterprise Sales Team ($2B+ Firm AUA)

West
Central
Southeast
Northeast
Eric Kullich
(347) 544-9622
  • Alaska
  • Arizona
  • California
  • Colorado
  • Hawaii
  • Idaho
  • Montana
  • Nevada
  • New Mexico
  • Oregon
  • Utah
  • Washington
  • Wyoming
Brien Walker
(469) 977-1305
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • North Dakota
  • Ohio
  • South Dakota
  • Wisconsin
Tracy Thompson
(904) 928-2660
  • Alabama
  • Arkansas
  • Florida
  • Georgia
  • Louisiana
  • Mississippi
  • North Carolina
  • Oklahoma
  • South Carolina
  • Tennessee
  • Texas
Paul Bomer
(617) 429-3386
  • Connecticut
  • DC
  • Delaware
  • Maine
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • Pennsylvania
  • Rhode Island
  • Vermont
  • Virginia
  • West Virginia

Region
AUA $2B+
Western
Eric Kullich
(347) 544-9622
  • Alaska
  • Arizona
  • California
  • Colorado
  • Hawaii
  • Idaho
  • Montana
  • Nevada
  • New Mexico
  • Oregon
  • Utah
  • Washington
  • Wyoming
Central
Brien Walker
(469) 977-1305
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • North Dakota
  • Ohio
  • South Dakota
  • Wisconsin
Southeast
Tracy Thompson
(904) 928-2660
  • Alabama
  • Arkansas
  • Florida
  • Georgia
  • Louisiana
  • Mississippi
  • North Carolina
  • Oklahoma
  • South Carolina
  • Tennessee
  • Texas
Northeast
Paul Bomer
(617) 429-3386
  • Connecticut
  • DC
  • Delaware
  • Maine
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • Pennsylvania
  • Rhode Island
  • Vermont
  • Virginia
  • West Virginia
Schwab Integrations
Our integrations with Schwab Advisor Services™ 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.

Service Requests

Alerts

Digital Account Opening

Bi-Directional Single Sign-On

Change Address

Intraday Data

Straight Through Management Fees

Straight Through Trade Processing via FIX

New Account Status

Move Money

Statements & Tax Documents

Cost Basis Sync

Service Requests

Alerts

Digital Account Opening

Bi-Directional Single Sign-On

Change Address

Intraday Data

Straight Through Management Fees

Straight Through Trade Processing via FIX

New Account Status

Move Money

Statements & Tax Documents

Cost Basis Sync
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}
Digital Messaging Surveillance (DMS)

Backed by the power of SS&C Technologies, Black Diamond and SS&C’s Risk & Compliance Intelligence Platform (RCI) will launch the Digital Messaging Surveillance module, also known as DMS.

DMS will provide a highly customizable and comprehensive feature set that supports capturing, archiving, and analyzing of all emails, text, social media, and Black Diamond in-app messages. This new tool will enable firms to comply with 17a-4 and other SEC and FINRA regulations.

[Coming Soon]
Rebalancer Shared Asset Models

Based on client feedback, we're actively working on a feature that will empower Rebalancer users to create strategies with the same assets in multiple models.

[Jan 2024]
Black Diamond CRM

Built on the Salesforce platform, the new Black Diamond CRM takes the power of that offering and shapes it into a purpose-built solution designed exclusively for financial advisors. It redefines the advisor experience by granting access to the power of an enterprise CRM in a managed experience because Black Diamond operates as the outsourced admin on behalf of your firm.

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.

[Jan 2024]
Enhanced Schwab Merge Process

We improved our morning reconciliation process for Schwab to dynamically process data as soon as it is available. This ensures that data is available sooner within integrations and dependent processes, ultimately enhancing the client the experience.

[October 2023]
TD-Schwab Merge is Complete

In September, many of our clients’ accounts transitioned from TD to Schwab. We are happy to say that our team completed the majority of conversion work during the transition weekend with little disruption in Black Diamond workflows.

[October 2023]
InnoTrust Statement Integration

Our continued investment to provide a unified wealth platform is taking a leap forward as we introduce the InnoTrust Contact and Statement API integration.

This integration will provide a quick and easy way to link InnoTrust contacts to Black Diamond contacts enabling clients to access their Trust Statement and Tax Documents within the Black Diamond Portal, as well as the Mobile Web, and Mobile App experiences.

We have also integrated with OneSource for Trust Tax Documents so no matter if clients utilize InnoTrust or OneSource to access Tax Documents, we have them available for investors!

[October 2023]
Financial Planning in Mobile

Based on your feedback, our integration with RightCapital is taking the next step forward and being added to the mobile app!

From the Net Worth chart to the plan details, the features that resonated with your clients have been brought to mobile. Your investors will now be able to stay connected to their holistic wealth picture on the go.

[Sep 2023]
Custodial Realized Gain/Loss Data Update for Account Merge

To improve reporting accuracy in post-merge account data, we have enhanced the account merge process to retain custodial realized gain and loss (RGL) information.

When two accounts with synced custodial cost basis are merged, RGL data will be automatically preserved from the older account using the Account Merge tool as of the merge date.

[Sep 2023]
Insurance App

Our vision to grow the types of assets we report on is taking a giant leap forward with the introduction of the new Insurance Application. This app pulls together all the key insurance-related information for advisors and clients, from granular policy and rider characteristics to marketplace tools to find new insurance opportunities and options.

This dedicated space for insurance and annuity information is available in two ways – via a standalone application in Client View and for clients who hold policies in the Client Portal web experience.

[July 2023]
Financial Planning powered by RightCapital

We are excited to announce that the RightCapital integration into the Financial Planning Space is now officially available! After working with an excellent group of firms to beta test and prioritize a list of must-haves, we are happy to share that we are ready to open the tool to all who use RightCapital for their planning work.

[July 2023]
Rebalancer Trading Efficiencies by Custodian

To make data available faster, Rebalancer users can rebalance using prior-day account values as soon as automated reconciliation is complete for each custodian instead of waiting for all custodian information to finish.

[Apr 2023]
Model Marketplace: SS&C Rendezvous

Fully integrated within the Black Diamond Rebalancer tool, SS&C Rendezvous showcases advisor-generated model recommendations. Users can Browse and Subscribe to a list of Models and Strategies provided by SS&C ALPS Advisors. When subscribed to a particular Model or Strategy, the information is available in Rebalancer, allowing exclusive use for the advisor. Or, advisors can integrate a Rendezvous Model with one of their own to complete a Strategy.

[Apr 2023]
Expanded Financial Planning Capabilities with RightCapital Collaboration

This two-way integration enhances one of the more popular integrations by natively pulling key financial planning data from RightCapital into Black Diamond's platform as account and portfolio information flow from Black Diamond to RightCapital. The continuous loop takes the advisor-investor dialogue to new levels by creating a seamless experience for the end user. This new integration goes beyond the typical surface-level integration by synchronizing the underlying platforms of both partners to enable deeper workflows in Black Diamond.

[Apr 2023]
Planning in Client View

As part of the ongoing testing of the Financial Planning App, we are releasing the ability to view the Overview page within Client View under the Planning space. This update is an exciting next step in our efforts to expand the coverage of the planning topic across Black Diamond!

[Dec 2022]
Auto-Allocate Feature Availability

We now offer automatic trade allocation in our ongoing effort to streamline the trading process over our available FIX connections. As a result, an order that's filled will have its allocation details transmitted to the custodian by Rebalancer, causing a decrease in user-initiated actions while trading.

[Dec 2022]
ESG Scores Within Data Mining

We are excited to announce the introduction of Environmental, Social, and Governance (ESG) Scores from Morningstar's Sustainalytics platform. We are first introducing these data points within Data Mining where firms’ users can pull in an asset's ESG and Overall Risk Score into their templates. Additionally, users can get exposure across all assets, filter for specific relationships, portfolios, and/or accounts, and perform further analysis within the excel export.

[Oct 2022]
Principal & Income Reporting

Black Diamond is excited to offer a new reporting topic to our InnoTrust clients. The offering of Principal and Income reports will be within the Allocation reporting arenas. In addition, we are introducing five new data points to be included within the Client View, the Client Portal, and the Client Reporting applications. This work will connect our robust reporting capabilities with the needs of the Trust market and allow clients to report on the most important and impactful topics.

[Oct 2022]
To-Do List Dashboard

Advisors can now review and maintain all the To Do Tasks created for their clients in one consolidated list under the Client Experience app. In addition, the new dashboard offers cross-client visibility with sorting and filtering capabilities. Firm users will also have the ability to assign internal tasks to other firm users to help streamline administrative activities.

[Oct 2022]
Rebalancer Strategy Sync

Based on your feedback, we have created an automated sync between Rebalancer Strategies and Reporting Targets. The sync updates target components, allocations, and tolerance bands to match an assigned strategy. This enhancement will remove the need for duplicate entries between applications and create a more consistent experience for our Rebalancer clients.

[Oct 2022]
Advent Insurance Marketplace Revamp in Client View

This enhancement improves the ability to find existing annuity and non-annuity opportunities within the advisors client relationships, and easily relay client information over to the Advent Insurance Marketplace calculators for an effortless evaluation.

[Aug 2022]
Environmental, Social, and Governance Reporting

We are currently capturing and storing the primary metrics for Environmental, Social, and Governance (ESG) reporting provided by Sustainalytics. In addition, we are working to make these metrics available in Data Mining and Security Master. These capabilities will be available towards the end of 2022.

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.
  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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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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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
  • Data Conversion Tool for PortfolioCenter Users Brief
    Data Conversion Tool for PortfolioCenter Users Brief

    We developed a proprietary data conversion tool specifically for PortfolioCenter clients.

    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
  • 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
  • Black Diamond + Schwab Integrations Brief
    Black Diamond + Schwab Integrations Brief

    Black Diamond and Schwab Advisor Services™ users enjoy intuitive workflows and the ease of moving between platforms. For mutual clients of both Black Diamond and Schwab, simplification is key to providing an elevated user experience.

    Learn More blue-arrow

Product Overviews & Leadership Testimonial Videos

Hear from Black Diamond leadership on what separates us from the rest.
  • 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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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
  • SS&C Trust Suite Brief

    The SS&C Trust Suite merges the power of industry leading trust offerings from SS&C Innovest, Black Diamond, SS&C Salentica, and more.

    Learn More
By The Numbers
Check out the depths of our powerful relationship below.
2,000+

Total firms
on Black Diamond

$2.5T+

Assets under administration
on Black Diamond

3.5M+

Total accounts
on Black Diamond

400K+

Active firm and
client users

1,332

Schwab Firms
using Black Diamond

$680B

Assets under administration
from mutual
Schwab - Black Diamond firms

1,406K

Schwab accounts feed daily
into Black Diamond

2,017

Mutual Schwab and
SS&C Advent firms

David Edstrom
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.
davidf.edstrom@sscinc.com
(630) 248-1853