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 email@example.com.
Senior Vice President and Co-General Manager
Vice President, Product Management
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.