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.
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.
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.
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.
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.
SS&C Black Diamond Trust & Retirement Services
Trust Company of the South has been a pioneering user of Black Diamond Trust Solutions for its core accounting and reporting needs for over two decades.
According to Leah Jane Barnwell, Strategic Initiatives Manager, “To deliver on our personalized service promise, we are always looking for the best technologies that can scale with our growth.”
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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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