Clients expect more from their trust and wealth providers than ever before.

Your clients want a hands-on approach to their financial future. They demand tools that give them real-time access to account information, performance, and financial advice. This requires an incredible amount of work for wealth managers to gather all this information and present it in a pleasing and easy-to-understand way.


The SS&C Trust Suite seamlessly integrates your firm’s front-office tools powered by your back-office data. Designed to be configured to the unique needs of your business, firms can leverage cutting-edge solutions to help provide the information their clients want to see that future.

SS&C Trust Suite Solutions At-A-Glance

SS&C Trust Suite Infographic

Why choose this solution

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Innovative digital experience
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Automatic daily flow of accounts, transactions, and positions data
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Open API
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Modern, customizable reporting
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Daily auditing of aggregated accounts
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Reg-9 and Admin Review functionality
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Fully integrated Rebalancer
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System generated 1099s, 5498s, and tax worksheets
SS&C Trust Suite

Integrated Solutions

Black Diamond Wealth Platform

Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

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Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

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Seamlessly manage your day-to-day operations and meet investor demands.