With the launch of Black Diamond Investment Management Services, investment operations within SS&C Black Diamond® Wealth Solutions are now unified, scalable, and efficient, offering an experience distinct from traditional platforms. Integrated workflows, such as access to a model marketplace, tax-aware rebalancing, proposal generation, and an optional turnkey asset management platform (TAMP), are all embedded into the wealth manager’s daily experience, resolving the disconnects often found with add-on solutions.

The result is a modern, end-to-end investment management experience that equips firms to scale while delivering personalized strategies. As Steve Leivent, Senior V.P. and Co-General Manager of SS&C Wealth & Investment Technologies, said:

“The launch of Investment Management Services reinforces SS&C’s mission to support advisors with flexible, powerful tools to elevate client outcomes. By embedding these capabilities into a single, unified platform, we empower advisors to spend more time building relationships—and less time managing operational tasks.”

Continuity You Can Count On
Unlike standalone offerings, Black Diamond Investment Management Services is fully integrated within Black Diamond’s Rebalancer. Wealth Managers can access proposal generation, rebalancing, trading, and performance reporting without leaving the environment they use each day.

This structure simplifies processes from model selection to trade execution. Whether managing portfolios in-house or partnering with SS&C ALPS Advisors, wealth managers can rely on Black Diamond to fit their preferred investment operations model.

Key capabilities include:

• Rebalancing portfolios with intelligent workflows

• Executing tax-aware trades

• Building proposals and accessing strategies via a curated Model Marketplace

• Leveraging outsourced managed account solutions, including direct indexing support

• Delivering clean, customizable performance reports

• Automating trade execution with straight-through processing

• Streamlining operations across trading, billing, CRM, and reporting

Built-In Flexibility
Black Diamond’s curated Model Marketplace is deeply embedded into the proposal-to-trade workflow. Advisors can blend SS&C ALPS portfolios, third-party models, and firm-built strategies, then implement these seamlessly without manual re-entry or disconnected tools.

Whether implementing tax-aware workflows or tailoring household-level portfolios to specific goals, such as ESG preferences or income needs, Black Diamond supports scalable, personalized investment experiences. Built-in compliance controls and audit-ready workflows enable firms to maintain a strong governance posture.

With direct integrations to custodians, Black Diamond turns trade execution into a hands-off experience. Wealth managers can eliminate manual processes, minimize reconciliation issues, and benefit from seamless, straight-through processing from rebalance to execution. It’s one more way Black Diamond simplifies investment operations, reduces risk, and accelerates advisor productivity.