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The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies.


An award-winning, cloud-based solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.


Financial management firms of all sizes leverage Black Diamond to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.


For more information, contact us at (800) 727-0605 or email info@advent.com.

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Steve Leivent

Senior Vice President and Co-General Manager

Award Category
Technology Providers: Client Portals
Initiative
Launch of Client View – New Application Centralizes the Management of the Entire Client Relationship
Clients shouldn’t be just another portfolio in a disparate system. Advisors need to be able to capture and manage the complete 360-degrees of a client relationship from a single, well-designed modular console – which we’ve coined Client View. By creating this new centralized application, advisors are able to directly communicate and share information within their clients’ portals. This includes portfolio updates, balance sheet and net worth reporting, document sharing, and Relationship Timeline interactions. This client portal management functionality is presented along with client specific Rebalancer and Billing activity and other details tied to the relationship like household members, total number of accounts, wallet share, and login activity. Through this connected picture, advisors can provide more effective client interactions and service to their clients.

Bjorn Widerstedt

Vice President, Product Management

Award Category
Technology Providers: Rebalancing
Initiative
A Rebalancer Built for Today, Tomorrow, and Beyond

The robust framework of Rebalancer incorporates enhanced modeling, tax-efficient rebalancing, proactive monitoring, and secure approval workflows and notifications. On the trading side, Rebalancer has FIX connectivity for straight-through trade processing. Continual focus led to several enhancements including:

  • A cross-application workflow between Billing and Rebalancer enables advisors to raise cash for accounts in a Billing Run flagged with insufficient funds in order to cover fees. Secondly, from within their portal, end-clients can request cash and their advisor can initiate a Rebalancer session.
  • Advisors can download a client/print-friendly version of the trade analysis before marking it ready for submission.
  • To support compliance operations, an approval framework allows firms to implement formal checks prior to trade submission and a trade reconciliation toolset enables accurate execution.
Resources
PRODUCT BRIEF
Black Diamond Wealth Platform Product Brief
VIDEO
Black Diamond Client Experience Overview
VIDEO
Black Diamond Relationship Timeline Overview

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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