Today, advisors face increasing pressure to deliver a comprehensive, engaging client experience. Seamless and transparent financial planning tools have become essential. That’s why SS&C’s Black Diamond® Wealth Solutions is excited to introduce our enhanced integration with eMoney, bringing planning and reporting together in a single, cohesive experience.

This integration is a game-changer for firms that rely on eMoney for goal-based planning. Previously, advisors and clients toggled between systems or settled for disjointed experiences. With Black Diamond’s new capabilities, holistic wealth management becomes easier and more cohesive.

A Unified View
With Black Diamond and eMoney working together, advisors and clients gain a unified, transparent view of their financial picture. Key eMoney planning data, such as Probability of Success, Asset Value Over Time, and Cash Flow Charting, are now displayed directly within the Client View dashboard and mobile app.

These insights are now integrated into the Client Experience Portal, enabling advisors and clients to see planning details alongside investment and performance data. With a single login, clients have all their financial information in one place, without the need to navigate a separate system. For advisors, it’s a more powerful way to answer the fundamental client question: “How am I doing?”

Streamlined Workflows
This integration enhances the front-end experience and streamlines day-to-day operations. Advisors can now link one or more eMoney plans to a client record with minimal setup and maintenance requirements. Operations teams can view plan summaries without requiring separate eMoney credentials making collaboration easier and providing the entire firm with better visibility.

This approach supports firms seeking to empower their teams while maintaining a streamlined technology stack. Whether preparing for an in-office client review or responding to a mid-year plan update, advisors now have immediate access to the tools they need.

Solving Real Challenges
Hundreds of firms currently transfer planning data from eMoney into reporting tools manually, often relying on static PDFs and screenshots. This inefficient process slows down workflows, detracts from the client experience, and increases the risk of errors.

Black Diamond now becomes the single source of truth for advisors and clients. Firms no longer need to ask clients to manage multiple logins or reconcile planning data from multiple systems. Everything lives within the Black Diamond portal, delivering consistency at every touchpoint.

This is especially compelling for prospective clients evaluating platforms. For firms using eMoney, the integration offers a unique and differentiated approach to further enhance their planning conversations and client presentations, all while preserving the tools they already trust.

Built for Flexibility and Scale
Black Diamond’s approach to financial planning data goes beyond surface-level integrations. Rather than treating planning content as an external element, the infrastructure is purpose-built to normalize and embed the data within the platform, just like custodial data.

As a result, eMoney planning details are incorporated into standard reporting objects and can appear across Black Diamond, from the Financial Planning app and Client View to the Client Portal, mobile app, and eventually, client PDF reports. Firms can rely on this scalability and performance to deliver a consistent, high-quality experience without sacrificing speed or reliability.

This is only the beginning. Our team is continuing to expand financial planning capabilities with new portal homepage widgets, embedded planning data across workflows, and support for additional partner systems. By uniting investment performance, planning insights, and operational tools, Black Diamond strengthens the entire advisor-client relationship.

Discover how the Black Diamond and eMoney integration can make your planning conversations more impactful by requesting a personal demo, calling 1-800-727-0605, or emailing info@sscblackdiamond.com.