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Platform Client Experience & Communications Customer Relationship Management (CRM) Portfolio Management & Reporting Rebalancing & Trading Data Aggregation & Accounting Business Intelligence & Compliance Billing & Revenue Management Partners & Integrations Service Collaborative Implementation Dedicated Service Team Ongoing Training & Education Clients Case Studies Client Testimonials Who We Serve Advisor Community Insights All Insights Thought Leadership Blogs Press Releases PodcastHistory Our Team Philanthropy Careers Contact Us Request Demo Client Login Introducing Black Diamond CRM – A truly unified experience for advisors. Introducing Black Diamond CRM – A truly unified experience for advisors. Enhancing Regulatory Compliance | Innovations in Email and Social Media Monitoring for Financial Advisors and Clients Learn how to leverage technology to monitor digital communications and mitigate risk efficiently. READ THE WHITEPAPER Aite Matrix: RIA Portfolio Management and Reporting Systems Learn why SS&C’s Black Diamond took the top spot in the vendor and product strength categories. READ THE REPORT The Right People. The Right Technology. Connecting the dots of your practice so you can connect with your clients. Digitizing the Client Experience: Keeping Up with a Changing World Learn how building trust in the digital age is essential for advisors. Read the Whitepaper Direct Indexing: A Differentiator for Advisors in a Commoditizing Industry Discover the benefits and how technology makes it more feasible for advisors. Read Now Tools for Building Your Independent RIA You may be breaking away. But you are not alone. Download Toolkit Be Bold. Be Ambitious. Be You. People are the heart of SS&C Advent and we believe we can do great and unexpected things on behalf of our clients. View all SS&C Advent Openings You don’t need another product. You need a partner. From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding. The Black Diamond ® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience. EXPLORE THE PLATFORM Centralized client management Key Features The Heart of Your Business Transform your business with a comprehensive wealth management platform built for your success today, tomorrow, and beyond. Intuitive dashboards Cloud-based platform Automated daily data reconciliation Enhancements every six weeks Discover the power Home to Your Client’s Financial Journey Through an immersive portal, your clients have on-demand insight into their complete wealth picture. Fully customizable Compelling visualizations Secure document storage Anytime, anywhere mobile access Strengthen your client relationships Your Ultimate Business Partner We combine high tech with high touch – an elite combination that ensures you maximize use of the platform. Collaborative implementation Dedicated service team Ongoing training & education See how we can support you All the Right Connections A vast ecosystem of integrated solutions empowers you to build a tech stack that saves time and enriches your firm’s overall experience. Network of over 45 solutions Direct custodial feeds Select platform partners Explore the network Upcoming Events SYNERGY24 SYNERGY24 is designed to help your operations, services, and technology reach new heights as you surround yourself with industry thought-leaders. Four Seasons Hotel | Las Vegas, NV 5-22-2024 to 5-24-2024 Learn More INSITE 2024 Make meaningful connections with thousands of visionaries, decision-makers, influencers and the industry’s next generation. As an attendee, you’ll have countless opportunities to expand your knowledge — and your network. Gaylord Opryland Resort & Convention Center | Nashville, TN 6-4-2024 to 6-6-2024 Learn More Hightower Pinnacle 2024 Hightower Pinnacle dedicated to connecting advisory firm field professionals with thought leadership on operations, business development, technology, finance, human resources and marketing. Chicago, IL 9-24-2024 to 9-25-2024 Learn More Hightower Investment Forum 2024 Hightower Investment Forum focused on investment management, the markets, the economy and trends in asset classes. Savannah, GA 10-21-2024 to 10-23-2024 Learn More Show More Awards Family Wealth Report Awards 2024 Portfolio Management - Black Diamond Wealth Platform WINNER WealthTech Americas Awards 2024 Best Client / Consolidated Reporting (US) - Black Diamond Wealth Platform WINNER 2023 Family Wealth Report Awards Women in Wealth Technology - Jen Becher WINNER Family Wealth Report Awards 2023 Compliance - Black Diamond Wealth Platform WINNER WealthTech Americas Award 2023 Data Management & Analysis WINNER WealthManagement.com 2022 Portfolio Management, Accounting & Performance Reporting WINNER WealthManagement.com 2022 Compliance WINNER Family Wealth Report 2022 Best Client Communications WINNER WealthTech Americas 2022 Overall US Wealthtech Provider WINNER WealthManagement.com 2021 Best Client Portal WINNER WealthManagement.com 2020 Best Rebalancing WINNER Family Wealth Report 2020 Best Portfolio Management WINNER WealthManagement.com 2019 Best Client Portal WINNER WealthManagement.com 2019 Best Portfolio Management, Accounting and Performance Reporting WINNER Family Wealth Report 2019 Best Client Reporting WINNER WealthManagement.com 2016 Best Account Aggregation WINNER Family Wealth Report 2016 Best Client Communications WINNER FTF News Best Client Reporting Solution WINNER WealthManagement.com 2015 Best Client Portal WINNER WealthManagement 2015 Best Portfolio Management WINNER FTF News Best Client Reporting Solution WINNER Connecting the Dots of Your Practice so You Can Connect with Your Clients. Request Demo The Black Diamond Wealth Platform is a product of SS&C Advent . PRIVACY SAFE HARBOR STATEMENT © 2010 - 2024 Platform Client Experience & Communications Customer Relationship Management (CRM) Portfolio Management & Reporting Rebalancing & Trading Data Aggregation & Accounting Business Intelligence & Compliance Billing & Revenue Management Partners & Integrations Service Collaborative Implementation Dedicated Client Advocate Ongoing Training & Education Clients Case Studies Client Testimonials Who We Serve Insights All Insights Thought Leadership Blogs Press Releases PodcastHistory Our Team Philanthropy Careers Contact Us This website uses tracking cookies to improve user experience. By using our website you consent to all tracking cookies in accordance with our Cookie Policy...