Staying Connected with You

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

- David Edstrom
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
Upper Central
Lower Central
Northeast
$0 - 150M
Heath Altier
(386) 747-7502
Heath Altier
(386) 747-7502
Jarred Lawson
(904) 928-2695
Jarred Lawson
(904) 928-2695
$150M - 1.25B
Rhonda Spence
(619) 573-0389
Steven Bloom
(386)-451-9128
David Gunaseelan
(415) 527-9016
Noah Strunk, CFP
(904) 565-5867
$1.25B+
Chris Nelson
(904) 928-2642
Tracy Thompson
(904) 928-2660
Tracy Thompson
(904) 928-2660
Alex Frantz
(402) 639-8330
Region
AUA $0 - 150M
Western
Heath Altier
(386) 747-7502
Upper Central
Heath Altier
(386) 747-7502
Lower Central
Jarred Lawson
(904) 928-2695
Northeast
Jarred Lawson
(904) 928-2695

Region
AUA $150M - 1.25B
Western
Rhonda Spence
(619) 573-0389
Upper Central
Steven Bloom
(386)-451-9128
Lower Central
David Gunaseelan
(415) 527-9016
Northeast
Noah Strunk, CFP
(904) 565-5867

Region
AUA $1.25B+
Western
Chris Nelson
(904) 928-2642
Upper Central
Tracy Thompson
(904) 928-2660
Lower Central
Tracy Thompson
(904) 928-2660
Northeast
Alex Frantz
(402) 639-8330
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]
Financial Future Focus

Client View is the advisor’s window to their client’s past, present, and future financial life. Therefore, accurate and complete planning data is paramount to achieving their client's financial goals. Starting with Right Capital, we will immerse planning data into our platform holistically, which will connect the advisor’s client's financial life to Client View, their Client Portal, and communication capabilities like the Relationship Timeline, and the Client To-Do List.

[April 2022]
ESG Insights

Clients look to advisors to understand their values and help them make decisions about their future. In addition, investors are increasingly interested in understanding if their investments align with their values. Incorporating ESG data into the platform allows advisors to provide transparency and insights that demonstrate the deep knowledge of their client's interests and values that drive their financial life. We’re collaborating with Morningstar Sustainalytics to deliver turnkey access to powerful, comprehensive ESG and analytics reporting.

[April 2022]
Tradable Assets Now Considerable as Cash Equivalents Within Rebalancer

Previously, only sweep money markets were able to act as cash in the Rebalancer. We’ve added an option to consider tradeable assets as cash equivalents for cash buffers and generating trades.

[March 2022]
Rebalancer: Enhanced Functionality for Raising Cash

We are updating how we handle accounts that are short of the cash buffer, and the option to select Ensure Cash Buffers Are Fulfilled. Based on client feedback, before reverting to the current methodology, we will sell overweight positions to target weighting if the buffer is not met.

[December 2021]
A New Tax Lot Methodology

We are adding a new tax lot methodology that focuses on maximizing losses. This tax lot methodology will be available for all Black Diamond clients and is available to leverage within the Rebalancer.

[December 2021]
Streamlined Client Setup Workflows

Setting up Client Relationships allows users to see a more robust, holistic view of client details. To help streamline the contact and client user creation workflow, we have added a modal prompting advisors to create a client user when clicking “save” at contact creation.

[December 2021]
Load Client View's Portfolio & Reporting Spaces Without Relationship Association

Firm users are now able to use Client View whether or not a portfolio or account is associated with a relationship.

[October 2021]
Multiple Average Price Accounts

This feature gives users the ability to route block orders to multiple average price accounts and allocate underlying trades accordingly. Prior to the October release, firms could only have one average price account per custodian. This is a great benefit for larger firms that previously struggled because of different advisor groups who each traded via their own average price account.

[September 2021]
Rebalancer Dashboard Insights

Advisors now have the ability to quickly see why a client account or portfolio triggered a Monitor exception. Whether asset classes are out of tolerance or accounts are short of cash, users can now view more detailed information as they decide whether or not to take action on their client's behalf.

[September 2021]
Reporting Flexibility

We have launched additional benchmarking capabilities, alternative investment reporting flexibility, and more. Advisors should contact their Client Representative to turn on these exciting new features. Areas where Reporting Flexibility features have been introduced or enhanced include Client View (enhanced), Client Experience Portal (new), Advisory Reports: Alternative Investments (enhanced), Client Reports: Performance Reporting (enhanced).

[August 2021]
Session Analysis for Rebalancer

Search and view all the trades for a given session holistically. Within the experience, advisors can also choose to add a trade as well as make any edits to quantity, price, or value for existing trades.

[August 2021]
Business Intelligence Gains Fixed Income and Alternatives Reporting

Review fixed income and alternatives reporting for non-relationship related portfolios within the Advisor Reports area of the Business Intelligence application. With the upcoming retirement of the legacy Portfolio View application, Business Intelligence is the new home for insights into portfolio exceptions not part of a relationship.

[June 2021]
Insurance Dashboard Within Client View

Here advisors can launch straight into exploring commission-free solutions and leverage a range of resources that make it easy to implement insurance as part of their clients' financial plans. The space also displays a relationship-specific account list of selected policies detailing the carrier, current market value, tax status, and more so they can analyze the information in the context of a client’s entire financial life.

[June 2021]
Additional Rebalancer Advancements

Trades can now be added from directly within the Trade Blotter page for increased efficiency. Plus, more robust trade warnings, the option to restrict trading based on classification data, and insights into the last time a client was rebalanced have also been added.

[June 2021]
Upgrade to Client View Portfolio

Highlights include upgraded reporting content with more extensive data options and performance optimization along with settings management customization for Firm Administrators that extends all the way down to the card level. In addition, holistic relationship level visualizations and filtering for custom-defined relationship, portfolio, account, asset, and holding tags/groups will be added later this year.

[April 2021]
DocuSign® Integration

Document-signing workflows are now available. The integration incorporates client reminders through the To-Do-List, automatic envelope and recipient creation, advisor notifications upon completion, Vault storage, and more.

[April 2021]
Rebalancer Advancements

A number of noteworthy advancements to Rebalancer were made. Including:

  • Summary tab editing
  • Cash buffer tolerance bands
  • Price refreshing during the trade review process
  • And more
[April 2021]
eMoney Single-Sign-On

Seamless access between Black Diamond and eMoney is now possible thanks to bi-directional single-sign-on for both advisors and their clients.

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.

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

Hear from Black Diamond 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.
1,900+

Total firms
on Black Diamond

$2T+

Assets under administration
on Black Diamond

3.2M+

Total accounts
on Black Diamond

350K+

Active firm and
client users

990

Schwab Firms
using Black Diamond

$467B+

Assets under administration
from mutual
Schwab - Black Diamond firms

810K

Schwab accounts feed daily
into Black Diamond

1,633

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.
(630) 248-1853