SS&C Black Diamond Wealth Platform
A leading provider of cloud-based, portfolio management, reporting, and rebalancing solutions.
Overview
The Black Diamond Wealth Platform, from SS&C Advent, is a cloud-based solution for portfolio management, reporting, and rebalancing. It is designed to help advisory firms manage their clients' wealth with greater efficiency and transparency. The platform offers a range of features, including a client portal, mobile apps, and integrations with other popular advisor technologies.
✨ Key Features
- Portfolio Management
- Performance Reporting
- Rebalancing and Trading
- Client Portal and Mobile Apps
- Billing and Invoicing
- Data Aggregation
🎯 Key Differentiators
- Modern, intuitive user interface
- Strong mobile capabilities
- Deep integrations with other SS&C products
Unique Value: Black Diamond helps advisors build stronger client relationships through a modern and engaging digital experience.
🎯 Use Cases (3)
✅ Best For
- Streamlining daily portfolio management and reporting workflows
- Providing clients with on-demand access to their portfolio information
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that require highly customized reporting for complex alternative investments
- Advisors looking for a free or low-cost solution
🏆 Alternatives
Black Diamond offers a more user-friendly and mobile-first experience compared to some of its more traditional competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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