When I joined this organization over 20 years ago, I saw firsthand how innovation rooted in client needs could shape an industry. What started as a performance reporting platform quickly became something more: an integrated ecosystem designed to support the evolving role of the advisor.

With every expansion—trading, trust, CRM, compliance, investments, alternatives—we’ve stayed focused on delivering real value through thoughtful technology and strong relationships.

Today, we’re proud to introduce SS&C Black Diamond^® Wealth Solutions, a name that reflects how far we’ve come and how ready we are for what’s next. This isn’t just a rebrand; it’s a reflection of how we’re making it easier for you to do more, with less friction, across every stage of your business.

A Journey of Growth
Many of you have been on this journey with us, experiencing firsthand how SS&C solutions like Salentica, Innovest, RCI, Rendezvous, and Accord have strengthened the Black Diamond experience. These aren’t new capabilities; they’ve been thoughtfully layered in over time, guided by your feedback and real-world needs.

You’ve told us what matters: seamless workflows, less complexity, and confidence in a single partner who understands the complete picture of your business. This rebranding signals our alignment with that vision—and our commitment to bringing these technologies closer together in meaningful ways.

With SS&C Black Diamond Wealth Solutions, you’ll see familiar tools and teams—now united under one name that better reflects our support for the entire wealth management lifecycle. What’s changed is how we show up: more unified, more connected, and more committed than ever to your success.

Bringing It All Under One Roof
What excites me most about this evolution is how it honors what has always made Black Diamond special, while making it easier for firms to grow on their terms.

Each component keeps its specialized strength. There’s no “one-size-fits-all” here. Instead, this unified direction means the tools you choose today are part of a bigger vision for tomorrow. Whether you use one solution or several, you’re backed by the same commitment: powerful technology, connected thinking, and dedicated support.

• A CRM That Fits Your Firm
  Our CRM offering has evolved. What was once Salentica is now Black Diamond CRM Solutions, a suite of purpose-built CRMs designed to meet firms where they are—and scale as they grow.
  

  • Edge offers a fully managed service experience that removes the day-to-day burden of CRM administration.

  • Elements delivers a highly configurable platform with deep Salesforce integrations and intuitive workflows.

  • Engage provides an enterprise-grade, advisor-centric CRM built on Microsoft Dynamics 365—ideal for firms with complex structures and multi-line businesses.

• Trust & Retirement Services That Scale with You
  What was once Innovest is now Black Diamond Trust & Retirement Services and is trusted by firms to handle the most complex fiduciary responsibilities. From real-time trust accounting and managed services to retirement plan payments and support for unique assets, it’s built to streamline operations and grow with your firm.

• Compliance That Keeps You Ahead
  RCI is now Black Diamond Compliance & Surveillance. Delivering trusted, scalable technology that automates oversight, monitors transactions, and flags risks early. With powerful surveillance tools, customizable testing, and streamlined workflows, it provides compliance teams with the clarity and confidence they need to stay ahead, no matter how complex the business.

• Turnkey Investment Management
  Rendezvous is now part of Black Diamond Investment Management, enhancing Black Diamond’s powerful trading and rebalancing foundation. This comprehensive solution delivers institutional-quality trading, tax-efficient rebalancing, model portfolios, and personalized proposals—all fully integrated with Black Diamond’s reporting and client tools to streamline operations and support superior client outcomes.

• Alternative Investments Without the Complexity
  SS&C Accord continues to transform how alternative investments are managed by automating data aggregation and processing with AI-driven precision. While Black Diamond offers powerful alternative investment tracking and reporting capabilities on its own, pairing it with Accord creates a seamless and efficient experience that helps firms manage complexity with ease.
  

Looking Ahead: Building Your Firm, Your Way
Today, Black Diamond continues to deliver clean, reliable data, advanced analytics, and seamless client experiences, designed to support your firm at every stage.

This evolution isn't about replacing what works—it's about enhancing it. Each solution fits into a connected ecosystem that's built to scale with you. With SS&C Black Diamond Wealth Solutions, you can start where you are, grow at your own pace, and tailor each component to fit your workflows, all backed by dedicated teams and our unwavering commitment to continuous innovation.

As the industry evolves, our vision remains the same: to provide technology that adapts to your needs, solutions that work better together, and a partnership that drives long-term success. Today's announcement is the next chapter in a journey we're proud to share with you.

Welcome to SS&C Black Diamond Wealth Solutions. We're excited for what's ahead and honored to build it with you.