Black Diamond Wealth Platform | Home
WEBThe 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.
Portfolio Management & Reporting - Black Diamond Wealth Platform
WEBBy uniting portfolio management and comprehensive reporting with your client’s experience, you can showcase the strategy you have developed while building relationships and meeting long-term financial goals.
Black Diamond Wealth Platform | Performance Reporting Software
WEBDrive profitability, efficiencies and grow your business with the Black Diamond Wealth Platform as the performance reporting software hub of your advisory business. Manage your clients’ complete wealth picture with our purposeful suite of …
History - Black Diamond Wealth Platform
WEBAlmost 1,900 firms of all shapes and sizes rely on the cloud-native Black Diamond platform as their investment technology stack. Since launching in 2005, the Black Diamond Wealth Platform has been at the forefront of cloud-based financial technology.
Black Diamond Wealth Platform | Portfolio Management Software
WEBThis video gives an overview of the Black Diamond Wealth Platform, an award-winning portfolio management system from SS&C Advent.For more information, visit ...
Black Diamond Wealth Platform - Schwab Advisor Services
WEBSchwab Advisor Services gives you valuable research on a range of RIA vendors, including Black Diamond Wealth Platform.
Black Diamond Wealth Platform | Client View Application
WEBClient View is an intuitive application within the Black Diamond® Wealth Platform that’s the home of your day-to-day client communication and financial management needs. Native Black Diamond...
Black Diamond Wealth Platform - LinkedIn
WEBSS&C Black Diamond® Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with...
Black Diamond Wealth Platform Reviews & Product Details - G2
WEBAug 5, 2022 · An award-winning, cloud-based solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations.
SS&C's Black Diamond Wealth Platform Expands Financial …
WEBMar 21, 2023 · The Black Diamond Wealth Platform is one of SS&C's leading financial technology solutions delivering wealth management capabilities to over 2,000 advisory firms. This holistic, cloud-native ...