Blogs

Where Wealth Strategy Moves Forward.

How Black Diamond Reduces Exceptions at Scale.

Mergers and acquisitions (M&A) remain a powerful strategy for RIA growth, but their long-term success hinges on effective integration between the newly merged entities.

In this conversation, we discuss how consistency at the top fuels trust and innovation.

How enterprise firms are future-proofing operations with Black Diamond.

Discover how integrations power a holistic view across Black Diamond.

How Mobile Tech Strengthens Relationships, Retains Talent, and Future-Proofs Your Firm

Advisors are expected to reclaim more than 500 hours of document-sourcing time during peak tax season this year with SS&C Accord. They can now spend time deepening client relationships instead of chasing paperwork.

Driven by rapid technological advancements, the U.S. financial system has undergone significant shifts in recent years.

In wealth management, poor communication quietly undermines trust, operational efficiency, and firm value.

The evolving role of custodians in modern wealth management.

Why a growing number of solo clients are rewriting the rules on legacy, and how wealth managers can help.

How Black Diamond prioritizes features that drive the greatest value.

At SS&C, exceptional talent isn’t just a goal; it’s our standard.

Where collaboration isn’t a perk, it’s the strength behind the client-advisor dialogue.

Tailored Client Reporting with Black Diamond.

Discover how Black Diamond streamlines communication and deepens client engagement.

Why Black Diamond Wealth Platform Is the Right Move for Forward-Thinking Firms.

With the sunsetting of the Tax Cuts and Jobs Act (TCJA) on the horizon, the next 18 months could define your clients' philanthropic legacy for decades.

How top advisors use CRM automation to save time, delight clients, and scale smart.

In a world chasing "free," the real differentiator is trust, insights, and a genuine human connection.

How ongoing platform evolution ensures the best client experience.

Discover how SS&C delivers expert-led, flexible learning to help your firm grow confidently.

Building Product at SS&C Black Diamond.

The Most Overlooked Client You’re About to Lose.

Setting the Standard for Annuity Reporting.

As portfolios diversify, trustees are juggling more asset classes, data, and demands than ever before.

For trustees, managing vacant real estate is far more than just holding onto an asset until it sells or is repurposed. It requires proactive management to prevent deterioration, unauthorized use, and legal liabilities.

Significant tax law changes are coming, and they could impact how your clients approach charitable giving.

Learn how to rebalance wisely by managing portfolio risk and minimizing taxes.

The 12th annual Wealth Solutions Executive Forum occurred in Vilano Beach, near St. Augustine, Florida.

Flexible tools, real-time insights, and seamless integrations designed for today’s advisors.

How advisors can use their CRM to build lasting multi-generational relationships.

Leverage technology to deepen client relationships and preserve family legacies.

Leverage automation and holistic planning to strengthen client relationships and streamline advisory processes.

If you own mineral rights, you could have money waiting for you—but without action, it could slip away forever.

Using Black Diamond to create lifelong relationships with clients and heirs.

Financial advisors today face a challenge: how to balance secure, long-term solutions with the need to stay competitive.

Data isn’t just everywhere—it’s the backbone of modern finance.

Tech giants like Salesforce and Microsoft have mastered the art of scalable growth. What if your advisory firm could do the same?

Alternative investments are reshaping wealth management.

Cary Street Partners (CSP) is a wealth management firm committed to excellence in all aspects of their business. Focused on where the industry is headed, CSP works to get there first.

As the sunset of the Tax Cuts and Jobs Act (TCJA) approaches, advisors must act swiftly to help their clients take advantage of generous estate and gift tax exemptions.

The wealth management industry is evolving rapidly, with investors seeking more personalized and comprehensive financial solutions.

The start of a new year is the perfect time to recalibrate and ensure alignment within your organization. It’s an opportunity to assess where you stand and map a clear path forward.

Maintaining a competitive edge in wealth management requires more than innovative products and services—it demands listening to clients and adapting to their evolving needs.

Part 2: Building Relationships That Last.

Part 1: Efficiency Meets Wealth Innovation

As we approach the "Great Wealth Transfer," the $84 trillion held by the Baby Boomer generation will be passed on to the next generations, charitable organizations, and universities.

As we bid farewell to 2024, it’s impossible not to reflect on a year that redefined what’s possible in wealth management technology.

As we close the books on 2024, it’s time to reflect on a momentous year for SS&C.

Founded in 1992 by a small group of families and business owners looking for a more personalized experience than typical large financial institutions, Trust Company of the South works with families of all shapes and sizes to build, protect, and preserve wealth.

This year has been a transformative one, marked by significant advancements in how we empower clients to tailor their reporting needs.

Managing mineral rights is a critical yet often overlooked aspect of land ownership. The hidden wealth beneath the surface—whether it's oil, gas, or other valuable resources—can be a powerful financial asset.

As we approach 2025, many of our mineral asset clients are curious about their royalties they could potentially see next year. This is a complex question to answer since myriad factors influence oil and gas prices.

As we approach the end of another banner year in the markets, financial advisors engage in their annual ritual of examining client portfolios for tax-loss harvesting opportunities.

Each year, the SEC’s Exam Priorities report sets the compliance tone for Registered Investment Advisors and Broker-Dealers.

Discover how SS&C Black Diamond is looking to the future with upgraded Sleeve Accounts.

First Bank has a long history of providing its growing clientele with banking and wealth management services, dating back to 1906.

Financial advisors looking to scale their firms and offer better client services need a technology edge.

Financial advisors are turning to specialized software solutions to streamline processes, enhance client interactions, and stay ahead in a competitive market.

Elevating Your Client Relationships in 2025.

As a multi-generational wealth advisor, Beaumont Financial Partners utilizes a tailored investment strategy to help each client achieve their unique, long-term goals.

In the fast-paced world of finance, innovation never sleeps. Fintech developers are always on the move, ensuring a constant stream of new technological developments.

There are two options for advisors to grow their business: secure additional assets from existing client relationships or on-board new clients. With both approaches, exceptional customer service is required.

We just wrapped up another fantastic session of SS&C Deliver, and it is safe to say this has been one of the best yet!

Explore how the Black Diamond API empowers financial firms to eliminate inefficiencies, streamline operations, and focus on building client relationships.

When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023, Managing Partner Scott Marquardt said it was not a decision he took lightly.

Simplify complex investments using personalized portfolio management.

In the fast-paced world of wealth management, providing holistic financial advice is no longer optional—it’s essential.

For nearly a century, HighGround Advisors has advanced the life-transforming work of nonprofits, and those who support them, by protecting, strengthening, and growing the assets entrusted to them.

Why integrations are at the heart of the next wave of fintech innovation and customer engagement.

As an extension of your team, we provide unlimited daily support and proactively engage specialized Subject Matter Experts to optimize your use of our robust platform.

Trust organizations know that the industry is more complex than ever, with growing competition across wealth management, intricate tax, legal, and regulatory issues, and a proliferation of investment products and asset classes.

Empower your investment strategies with seamless FIX trading integration.

Founded in 1998, InvesTrust prides itself on delivering clients with high-touch service and expertise while managing, preserving, and growing their wealth.

Jazz will be in the air when we gather again this October in New Orleans for Deliver 2024, and we could not be more excited.

We explore three additional asset classes: hydropower, biomass, and geothermal. These renewable energy classes offer additional revenue potential for our clients who own real estate, farmland, ranches, estates, and timberland.

In the coming years, the Baby Boomer generation will pass on $68 trillion to their children.

Unveiling the vision behind Reporting Flexibility for modern-day Wealth Management.

Wealthquest is a growing wealth management firm with offices in Cincinnati and Chicago. They were founded with a unique approach to providing a coordinated wealth management experience.

Inspire Trust Company, N.A. was founded as a startup national bank and trust company designed to meet the needs of people receiving proceeds from personal injury matters.

Renewable energy has become a crucial component of the United States energy mix, offering a sustainable solution to meet our growing energy demand.

The exponential growth of digital content presents a significant challenge in managing digital messages to meet regulatory requirements.

Financial advisors are fielding more concerns from clients who worry about outliving their savings.

The Fiduciary & Investment Risk Management Association recently hosted its 37th annual Fiduciary Risk Management Conference.

Aggregating, reconciling, and reporting alternative investments made easy with SS&C Accord and Black Diamond.

Recently, SS&C leaders hosted a gathering of some of the country’s largest and fastest-growing wealth management firms for its annual Advisory Executive Forum.

This year began with an uptick in clients inquiring about AI, including workflow automation and predictive analytics.

Introducing Black Diamond Digital Message Surveillance (DMS), where the complexities of managing highly regulated email, text, social media, and corporate communications meets simplified compliance. 

Recently, SS&C leaders hosted a gathering of some of the country’s largest and fastest-growing wealth management firms for its annual Advisory Executive Forum.

Learn how to stand out with a differentiated proposal generation process that captures your client’s attention.

Compliance with regulatory requirements is a matter of legal obligation and a critical component of maintaining trust with customers, stakeholders, and regulatory bodies.

I aim to delve deeper into two additional lectures that shed light on operators' rights in the event of royalty overpayment and their obligations regarding the continuous development of mineral estates.

With the Black Diamond Wealth Platform, wealth managers can make strides toward creating an effective onboarding process.

Dragons hold a significant place in Chinese culture as auspicious and extraordinary creatures, unparalleled in talent and excellence, symbolizing power, nobility, honor, luck, and success.

We sat down with an IT manager and tech consultant in financial services to ask him why CRMs are a great area of opportunity for firms to improve operationally.

A glimpse into the future of wealth management with SS&C's Black Diamond Wealth Platform.

Judging from the blogs that generated the most views in 2023, advisors are clearly interested in exploring new applications, solutions, and services that can help them enhance their offerings and strengthen client relationships.

As we bid farewell to 2023, it's time to reflect on the remarkable journey of the SS&C Innovest team this year.

Strategic enhancements and an unwavering commitment to deliver client-centric solutions marked the Black Diamond team’s 2023 journey.

The demand for comprehensive financial advice is surging, fueled by clients seeking a complete understanding of their financial lives.

Navigate lead generation, prospect engagement, client onboarding, implementation, and ongoing client servicing for a more efficient and scalable advisory practice.

When Congress liberalized the tax rates and rules in 2017 via the Tax Cuts and Jobs Act to significantly raise estate tax exemptions, many financial advisors stopped worrying about estate planning.

In our many conversations with advisors, they’ve told us that a CRM system is one of the most important components of their technology stack.

Workflow Manager revolutionizes the way our customers use CRM, making their business processes more streamlined, efficient, and adaptable.

Workflow Manager is more than just a module, it's workflow automation and process orchestration embedded directly into CRM.

As women start overseeing more assets, they want better financial advice.

Seeking areas of efficiency through proposal generation technology, model portfolios, and process allows advisors to systematize certain client management and acquisition procedures.

The financial landscape is in a state of rapid transformation, with shifting client expectations and new contenders entering the field.

How various components and concepts drive the evolution of software systems.

Given that an advisor may send or receive 50 emails per day, electronic communications at large firms can become staggering, easily surpassing 10,000 messages daily.

This blog is the second in a two-part series on blending technology solutions.

Learn how IBDs leverage Black Diamond for customized client experiences.

Charitable giving strategies, approaches, and planning create tremendous opportunities for win-win outcomes.

This blog is the first in a two-part series on blending technology solutions.

Black Diamond has the flexibility to adapt to the nuanced needs of different firm types.

The financial services industry has made significant progress in adopting modern, consumer-facing technologies, which greatly enhance clients' ability to initiate and stay informed about their investments and financial plans.

At SS&C, our team set out to build a powerful yet easy-to-use platform that can be the hub of an investment advisor’s business.

From the Professional Services Corner: one of our clients needed an automated approval process for their money movement order requests to be built. Here's how we did it.

Salentica's Professional Services Team merged a client's CRM data after an acquisition, consolidating all client and interaction data. Decision-making is now simpler.

A Special Needs Trust is a legal and financial vehicle that enables families to provide for the unique needs of their loved one.

For the first time in more than 40 years, the SEC has updated its marketing rule.

Are you a financial advisor looking to take your practice to the next level?

Introducing firm-facing tools that provide greater control and flexibility.

With direct indexing set to grow at a 12% annualized rate, advisors can use these investments to assist clients with taxes, but tech advances offer other significant advantages.

Decker Wealth Management draws on more than 165 years of experience among its professionals, utilizing technology and research found within the largest firms on Wall Street.

How SS&C’s Black Diamond Wealth Platform maximizes client relationships for optimal product development.

Enhance portfolio construction and gain valuable insights.

Ask any industry analyst, technologist, or investment pro, and they’ll all say that the ultimate goal of wealth management has become “personalization at scale.”

Learn how to market your firm’s advisory services with purpose and impact.

Empower advisors with the tools they need to present each unique client’s investment story.

With the passing of The Financial Exploitation Prevention Act in the US House of Representatives, Broker-Dealers and Investment Advisors are now better equipped to address suspected financial exploitation

“Planning is bringing the future into the present so that you can do something about it.”
-Alan Lakein

Black Diamond continues prioritizing mobile app capabilities for advisors and investors to drive engagement.

After a long career on Wall Street, Brian Pultman broke away from a wirehouse in 2018 and founded Correct Capital, an independent, privately held wealth advisory firm.

Black Diamond provides clients with an exceptional service experience from a trusted partner.

If your clients own oil and gas mineral rights, are they getting paid everything they are owed?

SS&C Black Diamond’s Core Platform Development Plan

What are wealth managers’ top business objectives going into 2023? And how do those objectives shape their technology decisions and investments?

How the Return to Normality Influenced Change for Our Clients.

Hack Week’s Top Three Award Winning Ideas.

According to the Bureau of Labor Statistics October data, with inflation running at 7.7% annually in the United States, individuals and businesses are feeling the pinch of higher costs.

How SS&C’s black diamond self-service tools provide advisor efficiencies.

SS&C recently hosted a webinar explaining the integration between the SS&C Black Diamond® Wealth Platform, the SS&C Risk and Compliance Intelligence (RCI) platform.

Client View’s impact on advisors and their clients.

Bringing in an experienced managed services team to support your business empowers you to outsource specific tasks that can free your time and transform your practice.

Financial planning offers a solution that focuses on driving advisor’s planning operations.

The right RMD strategy can drive meaningful change.

SS&C Advent offers many product solutions that integrate data and technology into other established data formats and tech stacks.

Wealth managers and financial advisors rely on many different pieces of software to do their jobs.

Creating client connection points via customizable reporting.

Quality assurance’s role in SS&C’s Black Diamond Wealth Platform development process.

Diversification includes interests in oil and gas leases for many family offices, trusts, and high-net-worth investors.

The use of technology helps us understand the impact of the Black Diamond Wealth Platform.

The importance of advisor’s during current times.

These past few years have produced record volumes of RIA merger and acquisition volumes, both in the total number of deals and in the total amount of AUM that is changing hands.

Gain visibility into how the team leverages internal analytics.

APIs: The key element for integration, maintenance, and automation.

Throughout 2021, nearly four million people in the United States quit their jobs each month, the highest average on record.

What data excellence means to Black Diamond.

The fee-based advisory marketplace has become increasingly competitive.

Today, many wealth management firms are now spending more on technology than most other areas of their businesses.

The value of the CRM and its integration within SS&C’s Black Diamond Wealth Platform.

As wealth management and investing become increasingly complex, advisors and their respective compliance teams are being stretched to the limits.

Why trusts need to be a part of your investors’ portfolio.

In a very positive sign for in-person industry events, the recently held 2022 SS&C Black Diamond Executive Forum was a well-attended gathering.

Protecting investors to the best of our ability.

One of the best parts about my job at SS&C is the opportunity to speak to financial advisors and hear how they serve their clients.

Examining the Holistic Client Experience to Ensure Service Remains the Focus.

Advisors are in the service industry. Establishing, developing, and nurturing in-depth personal relationships with clients is now the hallmark of a wealth management firm’s value offering.

The Path Towards Reducing Repetitive Operational Work.

The Journey ahead for advisors & the SS&C Black Diamond Wealth Platform.

A year-in-review of product enhancements released within SS&C’s Black Diamond Wealth Platform to improve the advisor and client relationship.

The past six to 12 months brought significant changes to the wealth-management industry.

Position clients for more successful outcomes by performing this year-end checklist.

Always on, always available, and always moving your firm forward.

Establishing a foundation for the future.

Advances in technology have been a great boon to today’s modern trust experience.

Holistic client relationship encompass the past, present, and future.

Technology implementation designed to help advisory firms succeed.

Environmental, social, and governance investing has proven to attract, retain, and serve the needs of today’s investors.

As the wealth management industry continues to set record volumes of M&A deals, many advisors are asking themselves, “Should I get in on the action?”

Orchestrating workflows with little effort. This is no-code automation, and it is very real.

A new experience makes it easy for advisors to leverage the first-ever integrated, commission-free insurance marketplace.

Through the renaissance of the advisor technology industry, firms have made tremendous strides in driving operational efficiencies.

Beginning May 4, the Securities and Exchange Commission allows financial advisors to proactively use client testimonials, and non-client endorsements.

Measure Twice Cut Once. Cut The Fat! Before You Automate, Find Efficiencies.

Many data sources, one platform.

By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.

Providing the freedom and flexibility to write it your way.

What happens when the typical costs and fees in your industry get compressed by technology innovation?

Now is the time to turn up financial wellness conversations.

Required minimum distributions are back.

There’s a reason “cash is king.”

At SS&C Advent, we are constantly evaluating current trends, issues and developments.

Is wealth management destined to become a consolidated industry?

Over the past decade, advisors in all channels have been driven by client demand to expand financial advice from investment management to holistic wealth planning.

Investment in integration means you get a seamless tech experience.

The “to-do” list is not a new concept. But, placing one in the client portal is.

Maximizing return and minimizing risk while balancing instinctive client emotions.

Make your digital client interactions count.

A proactive approach to CRM is a departure from traditional, reactive behavior and aims to take early action that facilitates the desired result.

A combination of three powerful forces—zero commission trading, direct indexing and advanced rebalancing technology—is unlocking a slew of advisory opportunities.

While much of the country eases into reopening, we all have an eye on how the markets will respond.

During these unprecedented economic times upgrading your financial technology stack might be inconceivable. The process of data conversion, system setup, and adoption of a new platform can be daunting.

Now more than ever, tools that once seemed like luxuries can quickly become necessities. This is especially true for advisory firms using rebalancing and trading technology.