The Solution

CRMs That Power Business Relationships

A CRM should do more than store contact details; it should be the engine that powers your client relationships and drives long-term growth.

 

Black Diamond CRM Solutions are purpose-built for wealth management professionals, giving your team the tools to deliver proactive, personalized service from prospecting to portfolio reviews. Whether you're managing complex family relationships, scaling across multiple offices, or simply looking to streamline operations, our solutions adapt to your firm's unique goals and structure.

 

With seamless integrations, intelligent automation, and advisor-centric workflows, each CRM option—Edge, Elements, or Engage—helps you turn data into actionable insight. From onboarding to ongoing engagement, Black Diamond CRM Solutions provide the clarity and control needed to deepen trust, improve retention, and accelerate growth.

Edge

Edge delivers a fully managed CRM experience built on Salesforce®, ideal for fast-growing firms or established practices seeking to reduce administrative load. No system migration needed, just a seamless, advisor-ready CRM that works for your business, maintained by experts.

New Bd Solutions Page Crm Edge
New Bd Solutions Page Crm Elements

Elements

Elements combines the flexibility of Salesforce® with wealth-specific functionality and a robust integration network. Built for firms that want advisor-friendly workflows and out-of-the-box financial services integrations without sacrificing customization.

Engage

Engage offers the full capabilities of Microsoft Dynamics 365, tailored for the needs of complex financial firms. Whether you're managing multiple business lines or building a custom advisor experience, Engage delivers the scale and flexibility to grow with you.

New Bd Solutions Page Crm Engage
New Bd Solutions Page Crm Data Solutions

CRM Data Solutions

Keep your CRM in sync with the tools you already use. Our CRM Data Solutions offer robust integration capabilities across our Black Diamond Wealth Solutions applications and tailored development services to streamline advisor workflows.

Why choose this solution
client mgmt
Client Experience & Communications
reliability icon
Business & Risk Intelligence
wealth icon
Trust & Retirement
portfolio mgmt
Portfolio Management & Reporting
billing icon
Billing & Revenue Management
unique assets
Unique Assets
data storage icon
Data Aggregation & Accounting
client engagement partnership icon
Client Relationship Management (CRM)
alts icon
Alternative Asset Servicing
trading rebalancing icon
Trading & Rebalancing
governance icon
Compliance
investment mgmt
Investment Management
One of the first things we did when I joined the firm through an acquisition was to standardize many of our processes across multiple offices, as well as centralize operations on one technology platform. Key to that success was having a flexible and customizable CRM, along with deep integrations into our core portfolio management and reporting systems, which we had with SS&C.

Breanna R. Payne Senior Operations System Manager, Cary Street Partners

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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