Black diamond wealth platform. SS&C Technologies Holdings, Inc.

Black diamond wealth platform Core data affects a majority, if not all firm and client users as it has historically focused on traditional investment accounts and asset types . This milestone represents an increase of 35% in aggregate assets managed on the Black Diamond platform since The Black Diamond Wealth Platform Research & Analytics Bundle | Exclusively for Morningstar Office Users Black Diamond's award-winning, next-generation platform—Infused with Morningstar's unparalleled data and analytics —all at competitive, exclusive strategic alliance pricing. By leveraging Black Diamond’s suite of compressive wealth management tools, firms and advisors can now; easily trade clients’ held-away 401(k) accounts, aggregate and report on clients’ held away 401(K) accounts, and bill on clients’ 401K assets all The Black Diamond CRM incorporates robust CRM capabilities into SS&C's Black Diamond Wealth Platform and brings the power of the leading enterprise CRM platform to advisory firms of all sizes to fit their business. It offers a business intelligence tool, a next-gen rebalancer, and a modern client experience portal with Timeline and Money Guide Pro integration. BD3 is the new and improved version of Black Diamond Wealth Platform, a software solution for financial advisors. SS&C's Black Diamond Wealth Platform Reaches $2 Trillion AUM. The Black Diamond Wealth Platform Research & Analytics Bundle | Exclusively for Morningstar Office Users Black Diamond's award-winning, next-generation platform—Infused with Morningstar's unparalleled data and analytics —all at competitive, exclusive strategic alliance pricing. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience. With 20 years in the financial services business, and a focus on wealth management since 2010, he manages, mentors, and leads a team of sales engineers focused on understanding and delivering solutions for advisors. (Nasdaq: SSNC), today announced that assets under management on the Black Diamond® Wealth Platform have reached a collective USD$2 trillion. Black Diamond is a cloud-based portfolio management and reporting solution for financial advisors. It offers a customizable client portal, integrations with other solutions, and a dedicated service team. Since launching in 2005, the Black Diamond® Wealth Platform has been at the forefront of cloud-based financial technology. Today, financial management firms of all sizes leverage the platform to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships. Black Diamond is a suite of tools for advisors to manage clients' wealth, performance, rebalancing, billing and more. Steve Leivent Co-General Manager SS&C Advent Black Diamond Wealth Platform. SS&C Technologies Holdings, Inc. Black Diamond is a secure online portal that connects you to your financial life, your advisory team, and everything else you need to manage your wealth — from all of your devices. The Black Diamond ® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. The team looks at data in two ways: core data and supplemental data. May 27, 2025 · Platform migrations are often stressful and time-consuming—but the Black Diamond–Morningstar alliance flips that narrative by offering a structured, streamlined path forward. Black Diamond has the flexibility and power to support your unique wealth management business. RIAs Technology investments move your business forward, allowing you to focus on keeping your current clients happy and sourcing new opportunities for growth. Black Diamond is a client-focused technology that unites portfolio management and comprehensive reporting with your client’s experience. Trouble Logging In? © 2025 Black Diamond - an independent business unit of Advent Software This alliance makes Black Diamond the first platform of its kind to integrate Morningstar’s rich research and data capabilities advisors have relied on for decades,” said Steve Leivent, co-head of SS&C's Wealth & Investment Technologies. Future Capital is a Platform Partner integrating with the Black Diamond Wealth Platform. Learn how BD3 can help you grow your business, streamline your workflow, and enhance your client experience. Fleming notes that advisors receive an eight-week onboarding plan that walks them through setup, reporting, billing, and using the Direct Advisory Suite, all tailored Doug is in charge of making sure SS&C Advent’s Black Diamond Wealth Platform matches each client’s individual needs. Through a custom-branded, interactive online environment, your clients will have anytime, anywhere access to their financial life. You can showcase your value, tell a unique story, and build relationships with your clients using dynamic cards, Report Builder, and Reports Team. Generate Customizable Proposals Proposal Generation’s intuitive data collection and creation processes enable advisors to prioritize client interactions and strategic planning The Black Diamond Wealth Platform Research & Analytics Bundle | Exclusively for Morningstar Office Users Black Diamond's award-winning, next-generation platform—Infused with Morningstar's unparalleled data and analytics —all at competitive, exclusive strategic alliance pricing. That’s why the Black Diamond® Wealth Platform is powered by robust and accurate information from a wide range of data sources. The Black Diamond Client Experience is more than a portal, it’s a gateway to an immersive digital hub. Enhance your capabilities with a powerful investment platform that integrates effortlessly with Black Diamond’s portfolio reporting and client communication tools. lmhjo mby poee kyprb fgsal mxqibhl negc clfato bwyt czux