In the News

Advisors now have access to term life quoting and policy review services, additional annuity and life insurance solutions from Jackson and Protective.

Black Diamond AI combines in-platform AI assistance, contextual insights, natural language data queries, and connected AI experiences to help advisors and operations teams reduce manual work, access relevant information, and act more efficiently.

Leading broker-dealer serving independent advisors chooses Black Diamond to deliver an integrated, scalable wealth management platform.

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced significant momentum in its strategic alliance with Morningstar. More than 400 wealth management firms have chosen to transition from the Morningstar Office platform to SS&C Black Diamond^® Wealth Solutions, with nearly 100 firms having completed implementation and another 250 nearing completion.

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the launch of SS&C Black Diamond^® Wealth Solutions. The suite combines SS&C’s award-winning Black Diamond Wealth Platform with SS&C's full suite of wealth management solutions to enable wealth managers to easily manage their technology and operations needs in one place.

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the addition of Black Diamond Investment Management Services—a suite of integrated capabilities designed to transform how wealth management firms streamline portfolio management, trading, and client engagement.

Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black Diamond^® Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar.

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the acquisition of FPS Trust Company, a non-depository trust company, from IPX Retirement. FPS Trust focuses on providing services to banks and institutional retirement plan providers. Financial terms were not disclosed.

First Merchants Private Wealth Advisors, a unit of First Merchants Bank, has implemented the SS&C Trust Suite to support its private banking and trust businesses. The decision was driven by the high level of integration among the trust components and the team’s support.

The integration enables advisors to efficiently manage held-away retirement assets as part of a comprehensive wealth management approach.

Announcing the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers' alternative investment data.

The Black Diamond CRM module redefines the advisor experience by offering a comprehensive managed services solution to reduce the technology maintenance burden on advisors.

The collaboration offers Registered Investment Advisors (RIAs) a streamlined experience for managing the investment options in their clients' Pacific Life advisory variable annuities.

Building on its existing Black Diamond integration, Tolerisk provides more portfolio granularity for advisors and their clients.

Announcing a new native financial planning tool within SS&C Black Diamond, designed in collaboration with RightCapital to cover every aspect of a client’s financial life.

Concurrent Advisors has chosen Fidelity Institutional^® as its first new custodian in its transition to a multi-custodial, hybrid RIA model. The firm is also leveraging SS&C’s Black Diamond® Wealth Platform and SMArtX for portfolio management, client reporting, and trading solutions to enhance its client experience.

The integration provides an accessible, customizable, and cost-effective way for compliance officers to leverage news data provided by MT Newswires to monitor investors and employees for possible insider trading activity.

This integration connects YourStakes' deep data insights and values alignment to SS&C's powerful wealth management platform.

assets under management on the Black Diamond® Wealth Platform have reached a collective USD$2 trillion. This milestone represents an increase of 35% in aggregate assets managed on the Black Diamond platform since 2021.

The acquisition extends SS&C's offerings into the Energy market while helping clients streamline operations across all asset classes and types.

SS&C announced it will integrate Sustainalytics' ESG data into SS&C Advent platforms to power portfolio management and analytics workflows for its global client base. Morningstar Sustainalytics is a leading global provider of ESG research, ratings and data.

Technology integration unlocks the ability for SS&C Black Diamond users to securely trade and report on held away accounts, including 401(k)s, 403(b)s, and more.

Partnering with these three industry leaders helps wealth professionals enable smarter investment decisions and better client communications.

This integration enables advisors to efficiently and compliantly provide investors with unified managed accounts (UMAs) and unified managed households (UMHs) with market-leading portfolio customization and tax management.

Integration with the Black Diamond Wealth Platform provides advisors with commission-free insurance from top carriers directly from their desktops.

The new deeper integration elevates the combined offering by adding automation that streamlines the seamless TAMP experience.

Diversified Trust, a leading wealth management firm with $7.5 billion in assets under management, has selected SS&C as fund administrator for its private equity fund of funds platform.

Through this integration, Black Diamond clients can seamlessly connect Black Diamond to the Andes Total Onboarding platform data, including risk tolerance, client profiling, portfolio visualization and Investment Policy Statement (IPS).

New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution.

Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access to insurance products and full reporting for the first time.

Integration enhancement for SS&C Black Diamond Wealth Platform with Schwab Advisor Center^®. These integrations provide users of Schwab's custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.

Yourefolio™, a leader in estate and legacy planning software, today announced an integration with SS&C Advent's Black Diamond^® Wealth Platform to enhance an advisor's estate and legacy planning experience.

This partnership enables SS&C’s Black Diamond^® Wealth Platform clients to simplify and accelerate their alternative investment operational processes.

Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent.

Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, modeling, and rebalancing.

New integration with SS&C Black Diamond^® Wealth Platform streamlines productivity for advisors using each platform and simplifies the transfer of data to Asset-Map.

StratiFi Technologies has announced an integration with SS&C's Black Diamond^® Wealth Platform to boost risk analysis and compliance capabilities for RIA firms.

The integration enables Timeline users to efficiently import client details and account holdings data from Black Diamond to create sustainable retirement plans.

Risk tolerance provider offers real-time analytics and allocation recommendations.

The partnership provides easy-to-use and comprehensive financial planning abilities to Black Diamond clients.

Expanded integration will provide business intelligence to Black Diamond clients.

Several wealth management technology providers will integrate with the Relationship Timeline feature in Black Diamond’s Client Experience (CX) portal. The CX portal is a cloud-based platform that allows advisors to maintain a collaborative dialogue with clients.

The integration allows joint clients to automate the compliance and registration process, helping to ensure accurate registration and Form ADV information is filed.

The Black Diamond Wealth Platform now offers more integration options with the advisory platforms of leading custodians, TD Ameritrade, Schwab, Fidelity and Pershing.

Direct connection between the systems allows RIAs to leverage Black Diamond data within Wealthbox CRM.

The Black Diamond Wealth Platform now manages over $1 trillion in assets for more than 1,400 clients.

Portfolio Solutions^®, an RIA firm with $1.5 billion in assets under management, has expanded its relationship with SS&C adding Salentica Data Broker along with their instance of the Black Diamond Wealth Platform.