Black Diamond - SS&C
Finlocity

SS&C - 
Black Diamond

REBALANCING
CLIENT ENGAGEMENT
PORTFOLIO MGMT
REPORTING

Emerald Sponsor

ABOUT

ABOUT

The SS&C Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies.


An award-winning, cloud-native solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service. 


Financial management firms of all sizes and structures leverage Black Diamond’s flexibility, infrastructure, and power to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.  


For more information, visit blackdiamond.advent.com or contact us at (800) 727-0605 or info@advent.com

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CAPABILITIES

  • Portfolio Performance Reporting 

  • Portfolio Rebalancing

  • Portfolio Management Technology Platform

  • Client Communications Portal

CONTACT INFORMATION

9000 Southside Blvd, Suite 7500 Jacksonville, FL, 32556


Email: info@advent.com

Phone: (800) 727-0605