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 | Portfolio Management
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 | Client Experience
WEBBest Client Communications Winner: 2022 Family Wealth Report. Surpass expectations with a personalized, best-in-class client experience. The Black Diamond Client Experience is more than a portal, it’s a gateway to an immersive digital hub.
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 | Rebalancing & Trading
WEBBe alerted to clients that need your attention related to portfolio drift, cash requirements, or tax scenarios. Leverage options like block trading and a range of order types. Then, send trades straight through to the custodian for execution, and track the …
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.
Black Diamond Wealth Platform | Our Team
WEBKaren and her team are responsible for connecting SS&C Advent’s Black Diamond Wealth Platform to the advisory space through all available channels. She makes sure the business development effort is supported by a meticulously planned and …
Contact Us - Black Diamond Wealth Platform
WEBSend us a message. Contact us with questions, comments or feedback. The Black Diamond Wealth Platform is a product of .
CRM: Powering an - Black Diamond Wealth Platform
WEBPairing a CRM with the Black Diamond ® Wealth Platform can help bring your client’s personal and financial goals into one central view. Black Diamond’s Client View application allows one to see the client’s total portfolio value, contact info, quarterly reports, meeting notes, trade activity, tasks, rebalancing model, life events, and ...