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."
"SS&C Black Diamond empowers wealth managers with a unified platform for portfolio management, reporting, and client communication, fostering efficiency and client satisfaction."
How SS&C Black Diamond integrates into institutional RIA stacks.
Native partner ecosystem data is currently being mapped.
Addepar: Holistic portfolio management and performance reporting.
Modern portfolio management and custody for RIAs.
Smarter investing, simplified. Powering RIA growth.
Tamarac: Integrated technology for RIA growth.
Empowering RIAs with custody, trading, and support.
Jump: Streamline your portfolio management and reporting.
