THE SOLUTION

The Cornerstone of Smarter Trust Management

As the foundation of your firm's most critical operations, SS&C Black Diamond Wealth Solutions unifies fiduciary oversight, accounting, investment management, and client engagement within one integrated platform. Purpose-built for trust companies and wealth firms, it delivers workflow efficiency, data consistency, and scalable configurability across your entire ecosystem.

 

With its flexible architecture, robust CRM integration, and trusted third-party partnerships, Black Diamond adapts to your business, regardless of your size or complexity. Whether you're modernizing your operations or expanding your services, our platform empowers your team and enhances every client interaction, fueling long-term growth with confidence.

New Bd Solutions Page Inn Trust Solution

Trust Solution

Trust companies, private banks, family offices, and other fiduciary-focused institutions need more than just a reliable system, they need a true strategic advantage. Black Diamond provides real-time, cloud-based trust accounting and wealth management technology, delivering fast, secure, and customizable access for both wealth managers and their clients.

 

Purpose-built to support complex fiduciary accounting, compliance, and reporting needs, Black Diamond empowers institutions managing millions of accounts and transactions. Its advanced multi-tier architecture ensures superior security, performance, and design flexibility, and its scalability means it can grow with your institution, providing a dramatically better way to meet the evolving demands of today’s investors and tomorrow’s growth.

New Bd Solutions Page Inn Payment Solutions

Payment Solutions

Black Diamond Payment Solutions deliver a comprehensive, modern payment platform designed for flexibility, compliance, and automation. It streamlines disbursements, tax calculations, and internal controls, while the Payee Portal enhances the participant experience through secure self-service options. Supported by Black Diamond’s Tax and Managed Services teams, clients can benefit from reliable fulfillment, regulatory compliance, and scalable operations tailored to their business needs.

New Bd Solutions Page Inn Unique Assets

Unique Assets

Black Diamond Unique Asset capabilities provide specialized technology and expertise to support OCC-designated unique and hard-to-value assets. Designed to meet the intricate requirements of oil and gas interests, real estate, closely held businesses, and complex notes and loans, the solution offers purpose-built functionality that aligns with your firm’s operations and oversight needs. Workflows, processes, and compliance practices are tailored to fit your organizational structure, integrating seamlessly with your broader accounting environment to facilitate streamlined daily operations, reporting, and regulatory support.

 

Additionally, Black Diamond and SS&C MineralWare can help you further enhance oversight of mineral, royalty, and non-operated working interests through a powerful and easy-to-use dashboard.

New Bd Solutions Page Inn Managed Services

Managed Services

Black Diamond’s Managed Services solutions support all our trust and wealth management products and are customizable to fit your back-office outsourcing needs. From simple document printing or custodial services to call center or back-office operations, organizations across the country, from community banks to national organizations, empower Black Diamond to manage these services for their clients.

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
FEATURED PRODUCT BRIEF

Trust Company of the South


View the Case Study
Trust Company Of The South Case Study Thumbnail