When I think about the firms we serve, one thing is clear: they don’t choose us for technology alone. They choose us to be their partner, a trusted team that can help keep their business running smoothly and quickly solve their problems.

Yes, our platform has all the powerful features you’d expect, but features are only part of the equation. The real reason over 3,000 advisory firms choose and remain with SS&C Black Diamond® Wealth Solutions is our people.

Onboarding That Works the Way You Do
No two advisory firms are alike. Each has its own approach to serving clients, managing workflows, and defining success. That’s why our onboarding process is tailored to your firm’s unique needs, ensuring a collaborative approach. New clients are paired with a dedicated onboarding team that learns your business and configures our platform, so your tools work together seamlessly.

Once onboarding is complete, going live isn’t the finish line. Instead, you transition to a dedicated client service team that already knows your setup and goals. We connect you with tenured specialists who understand your workflows inside and out. When you call your client service team, you’re talking to someone who knows you, not just your account number.

A True Extension of Your Team
Our clients often say they value our proactive approach. They truly appreciate how we share best practices, anticipate their challenges, and offer ideas that make their jobs easier. Over the years, we’ve built deep relationships with many of the firms we serve, and that trust creates a natural shorthand. You know how we work, and we know how you work; together, we find solutions faster.

We leverage technology to elevate our service, not to replace it. Automation is great, but nothing beats having a real person who understands your business on the other end of the line. And because our clients help shape our platform, you’ll see your ideas reflected in what we build. Through our in-platform Great Ideas tool, regular feedback surveys, and strategic conversations, your feedback is incorporated into everything from small usability tweaks to major new features on our product roadmap.

The Black Diamond Difference
At the end of the day, wealth management firms and trust companies stay with Black Diamond not just because our technology works, but because we work for you. We show up, we listen, and we solve problems. That’s the difference between a software vendor and a true long-term partner.