The Cornerstone of a Successful Business
SS&C Black Diamond Wealth Solutions is the premier wealth management technology and services suite, expertly crafted to enable wealth businesses to simplify their tech stack, streamline operations, and better serve their clients.
As the cornerstone of all essential functions, Black Diamond drives workflow efficiencies across portfolio accounting, trust and retirement services, investment management, advisor-client communications, compliance, CRM, and beyond. It combines exceptional support with remarkable adaptability, allowing firms to tailor their tech stack to fit their specific needs. Strategic third-party partnerships provide additional flexibility and capability.
Whether your firm is just starting out or scaling new heights, Black Diamond delivers a seamless experience for both wealth managers and their clients, equipping firms with the tools needed for confident and sustainable growth.
Strengthen the Advisor-Client Relationship
Through the Black Diamond Client Experience, wealth managers can offer investors a personalized, custom-branded, and interactive online environment where they can view their complete wealth picture anytime, anywhere, on any device.
Leverage a Powerful Dashboard of Components
A highly configurable and detailed dashboard puts key metrics front-and-center, allowing advisors to view and present investment strategy and portfolio performance in ways consistent with both their needs and the needs of their clients.
Discover how SS&C Black Diamond Wealth Solutions brings trust and wealth management tools together in one powerful, unified experience. Visit sscblackdiamond.com to learn more.
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