SS&C Technologies Holdings, Inc. has launched SS&C Black Diamond Wealth Solutions.
The suite combines SS&C’s Black Diamond Wealth Platform with SS&C’s suite of wealth management solutions.
“We’ve long relied on multiple SS&C solutions—Black Diamond, Accord, Salentica, and family office services—to serve clients more efficiently and intelligently,” said Doug Turner, principal and director of Operations & Strategic Projects at Diversified Trust. “Seeing them come together under the SS&C Black Diamond Wealth Solutions brand validates what we’ve experienced for years: a deep commitment to integration, innovation, and advisor-centric technology.”
SS&C Black Diamond Wealth Solutions serves over 800,000 active users across more than 3,000 firms managing more than $3.6 trillion in assets. Capabilities include:
- Portfolio Management & Reporting
- Alternative Investments
- Client Portal
- CRMs
- Trust & Retirement Services
- Compliance & Surveillance
- Investment Management
- Trading & Rebalancing
- Business Intelligence & Billing
“The wealth management industry continues to evolve amid the Great Wealth Transfer and changes in investor expectations. To manage these shifts, wealth managers need their technology partners to deliver increasingly connected, modern experiences,” said Steve Leivent, co-general manager of Wealth and Investment Technologies at SS&C Technologies. “SS&C Black Diamond Wealth Solutions gives firms a truly integrated experience without the friction of working across separate systems. Advisors can now manage the full client lifecycle from one ecosystem, with seamless data flow, automated workflows, and enhanced insights. This unification represents a strategic evolution designed to help wealth managers operate more efficiently, grow faster, and deliver more personalized service at scale.”