Savvy wealth management professionals know that a good CRM is the true engine of the client experience, not a back-office afterthought. However, until now, understanding SS&C’s CRM lineup meant navigating an array of product names across multiple platforms.

With the launch of SS&C Black Diamond^® Wealth Solutions, that has changed. We've streamlined our offerings under a single, unified identity, making it easier than ever to find the CRM that fits your firm, workflow, and ecosystem.

One Brand, Three Clear Paths
With accounting platform agnostic options, Black Diamond offers a CRM solution for every firm’s needs, including:

• Elements – Built on Salesforce, Elements offers deep configurability and is ideal for firms seeking control from day one with a wealth-specific data model.

• Engage – Built on Microsoft Dynamics 365, Engage is designed for teams who prefer Microsoft’s infrastructure and want rich integration across the Microsoft Office Suite and the Microsoft Power Platform. Running on Microsoft Azure, the CRM platform meets the strictest data residency, encryption, and regulatory requirements.

• Edge – A fully managed CRM experience designed exclusively for use by Black Diamond clients that want turnkey deployment, best-practice workflows, and strategic guidance, without stretching internal resources.

Think of it like selecting from three distinct paths, each leading you to the same destination that provides you with a better view into your entire client lifecycle. And, since Elements and Engage are accounting platform agnostic, every wealth management firm can make its own decision about what is best for them and their clients. Additionally, Elements and Engage have pre-built integrations with additional SS&C solutions, such as APX and Axys, as well as with Orion, Tamarac, and Addepar.

No matter which version you choose to fit your firm’s unique business needs, our CRM Solutions each deliver powerful features designed to boost wealth manager productivity, strengthen relationships, and drive growth. Those features include:

• Unified Workflows

• Centralized Contact Management

• Holistic Client Views

• Pipeline Management

• Efficient Account Tracking

• Automated Client Interactions

Maximize Efficiency
Firms using a Black Diamond CRM alongside our reporting and portfolio tools are onboarding clients faster, reducing administrative overhead, and giving wealth managers more time to focus on high-value client interactions. These firms are seeing improvements in operational efficiency, client responsiveness, and overall team productivity, all of which become more important as firms scale.

Reinforce your tech stack with CRM versions that integrate seamlessly across the entire Black Diamond ecosystem, including robust tools for reporting, billing, investment management, and client experience. Whether you're sharing documents through the Client Experience Portal or initiating rebalancing workflows, your CRM acts as the operational nerve center.

Additionally, streamline your support with a single partner, a unified service team, and a coordinated roadmap, regardless of which CRM path you choose. This integrated approach ensures consistency, minimizes vendor sprawl, and allows your advisors and staff to operate in a more focused and empowered environment.

Let’s find the right CRM for your team so you can move forward with confidence.