Pioneering the Future of Wealth Management
SS&C Black Diamond Wealth Solutions has evolved from a performance reporting platform into a comprehensive ecosystem for wealth management firms. Through ongoing innovation, strategic acquisitions, and technology investments, we help firms streamline operations, strengthen client relationships, and drive business growth.
Our mission is to be the cornerstone of your success, connecting front- and back-office operations to simplify processes, elevate client service, and deliver the stability and expertise your business needs.
Explore Our Evolution
2026
Black Diamond AI Launches and the Black Diamond TAMP Exceeds $2B in Assets
2025
Black Diamond Wealth Solutions Launches, Uniting Salentica, Innovest, RCI, Mineralware, Rendezvous, and Accord Within the Black Diamond Ecosystem
2024
AI-Enabled Alternative Investment Data Service, SS&C Accord, is Rolled Out & Systematically Integrated into Black Diamond
2023
Investment Management Capabilities Expand Via SS&C ALPS Advisors for Streamlined Proposal Generation and Model Assignment
2022
Growth Milestone of $2 Trillion AUM from 1,900 Firms
SS&C Acquires MineralWare
2021
Black Diamond Launches the Annuities & Insurance Marketplace with DPL Financial Partners
2020
SS&C Acquires Innovest Systems for Trust Accounting, Payments & Unique Asset Servicing
Centralized Advisor Command Center, Client View, Launches
2019
Growth Milestone of $1 Trillion AUM
from 1500 Firms
SS&C Risk & Compliance Intelligence Platform (RCI) Established Deep Integration with Black Diamond
2018
Rebalancer & Enhanced Client Experience Portal Rolls Out
2016
SS&C Acquires Salentica, a Leading Advisor CRM Solution
Launched the third-generation Black Diamond Wealth Platform
2015
Advent Joins SS&C Technologies
2011
Acquired by Advent Software
2010
Launched the Black Diamond Mobile App
2009
Client Portal Introduced
2005
Black Diamond Performance Reporting Launches
Deliver Excellence at Every Corner of Your Business