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.
Black Diamond Wealth Platform | Clients
WEBSelected Black Diamond's cloud-native solution to offer superior communication, reporting, and secure statements. Additionally, they can better connect with the next generation of clients by using the platform’s technology.
Black Diamond Wealth Platform | Client Experience
WEBThe Black Diamond Client Experience is more than a portal, it’s a gateway to an immersive digital hub. Through a custom-branded, interactive online environment, your clients will have anytime, anywhere access to their financial life.
Black Diamond Wealth Platform | Portfolio Management
WEBPlatform Portfolio Management & Reporting Guide your clients on their financial life journey – setting goals, navigating major life events, making important decisions, and celebrating successes.
Black Diamond Wealth Platform | Customer Relationship …
WEBThe Black Diamond CRM incorporates robust CRM capabilities into SS&C's Black Diamond Wealth Platform and brings the power of the leading enterprise CRM platform to advisory firms of all sizes to fit their business.
History - Black Diamond Wealth Platform
WEBSince launching in 2005, the Black Diamond® Wealth Platform has been at the forefront of cloud-based financial technology. Today, financial management firms of all sizes leverage the platform to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.
Black Diamond Wealth Platform | Partners & Integrations
WEBThrough seamless integration with the SS&C Black Diamond ® Wealth Platform, SS&C Rendezvous provides wealth management advisors with a turn-key solution that delivers modern, time-saving tools focused on the client experience and investment goals.
Contact Us - Black Diamond Wealth Platform
WEBThe Black Diamond Wealth Platform is a product of . Contact us with questions, comments or feedback.
Black Diamond Wealth Platform | Rebalancing & Trading
WEBThese two cutting-edge investment management tools are at the core of Black Diamond’s Rebalancer, providing a turn-key solution that delivers modern, time-saving tools focused on elevating the client experience and investment goals.
Black Diamond Wealth Platform | Insights
WEBAct Analytics, an innovative ESG-based investment analytics technology platform, today announced a new technology integration with SS&C Advent’s Black Diamond ® Wealth Platform to help advisors better manage Environmental, Social and Governance (ESG) portfolios for their clients.