SS&C Black Diamond
Comprehensive wealth platform for performance reporting and client management.
"SS&C Black Diamond is a cloud-based wealth management platform designed for RIAs and wealth managers. It provides comprehensive portfolio management, reporting, and client communication tools, enabling firms to streamline operations and enhance client relationships. Firms use Black Diamond to gain operational efficiencies, improve data accuracy, and deliver a superior client experience."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"SS&C Black Diamond empowers wealth managers with a unified platform for portfolio management, reporting, and client communication, fostering efficiency and client satisfaction."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How SS&C Black Diamond integrates into institutional RIA stacks.
Alternative Peer Landscapes
Addepar
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Altruist
Modern portfolio management and custody for RIAs.
Betterment
Smarter investing, simplified. Powering RIA growth.
Envestnet Tamarac
Tamarac: Integrated technology for RIA growth.
Fidelity
Empowering RIAs with custody, trading, and support.
Jump
Jump: Streamline your portfolio management and reporting.
