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Portfolio & Custody

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."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #136 in Portfolio & Custody
Validated Adoption
71 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Performance reporting and analytics
Client relationship management (CRM)
Automated billing and invoicing
Secure client portal
Model portfolio management

Primary Use Cases

Client performance reporting
Portfolio analysis and monitoring
Billing and revenue reconciliation
Compliance reporting

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."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive performance reporting
Robust data aggregation
Client portal and reporting tools
Integration with other wealth management platforms

Adoption Hazards

Can be expensive for smaller firms
Steeper learning curve than some alternatives
Potential for data integration challenges

Stack Compatibility Profile

How SS&C Black Diamond integrates into institutional RIA stacks.

71 Firms Analyzed
Riskalyze Online
97%
Stack Correlation
Nitrogen Wealth
93%
Stack Correlation
ROL
75%
Stack Correlation
Elements Financial Planning
70%
Stack Correlation
NDEX
69%
Stack Correlation
Advisor Websites (Responsive)
58%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Unknown
Profile Completeness
100%

Consider Also

1Orion Advisor Services
2Addepar
3Albridge

Value Proposition

"Black Diamond provides RIAs with a powerful and scalable performance reporting solution to enhance client relationships and streamline operations."

Vendor Dossier

SS&C Black Diamond logoS
SS&C Black Diamond
ssctech.com
Corporate Portal

Audit Your RIA Stack

See how SS&C Black Diamond fits into your overall tech efficiency score.

Alternative Peer Landscapes

Addepar

AI

Addepar: Holistic portfolio management and performance reporting.

Deeper Intel

Altruist

Modern portfolio management and custody for RIAs.

Deeper Intel

Betterment

Smarter investing, simplified. Powering RIA growth.

Deeper Intel

Envestnet Tamarac

Tamarac: Integrated technology for RIA growth.

Deeper Intel

Fidelity

Empowering RIAs with custody, trading, and support.

Deeper Intel

Jump

Jump: Streamline your portfolio management and reporting.

Deeper Intel
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