The Solution

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.

Bd New Client Experience Dashboard Screenshot

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.

Black Diamond Wealth Platform Screenshot Client View

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.

Why choose this solution

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Client Experience & Communications
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Business & Risk Intelligence
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Trust & Retirement
portfolio mgmt
Portfolio Management & Reporting
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Billing & Revenue Management
unique assets
Unique Assets
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Data Aggregation & Accounting
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Client Relationship Management (CRM)
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Alternative Asset Servicing
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Trading & Rebalancing
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Compliance
investment mgmt
Investment Management
Black Diamond’s new Client Experience provides an intuitive and aesthetically pleasing platform that allows our clients to have a comprehensive view of their wealth. Their constant innovation provides us with the tools and technology we need to deliver an outstanding digital experience to our clients.

- Doug Turner, Principal & Director of Operations
Diversified Trust

Watch Doug Turner share his thoughts about the new Black Diamond Client Experience