Innovation, integration, and client-focused solutions are the core of Black Diamond. Across our weekly blog posts, we explore the ideas, tools, and strategies that empower advisors, trust companies, and family offices to navigate complexity, deepen client relationships, and operate more efficiently.
As we revisit some of our most impactful content of the year, we celebrate the themes that resonated most with our readers. From integrating functionality and streamlining workflows to reimagining client engagement and delivering insights that matter, here’s a look at the standout posts that sparked discussions in 2025.
From Platform to Powerhouse | Introducing SS&C Black Diamond Wealth Solutions
By Steve Leivent
August marked a significant milestone for Black Diamond with the launch of SS&C Black Diamond Wealth Solutions, a unified brand that brings together SS&C’s wealth management capabilities into a cohesive ecosystem.
This blog explores the strategic shift from a standalone platform to an integrated wealth solutions powerhouse, designed to support RIAs, trust companies, and family offices as they scale. Readers were drawn to learn how Black Diamond, Innovest, Salentica, and complementary SS&C offerings now work together under the Black Diamond umbrella to reduce fragmentation, streamline operations, and create a more connected advisor-client experience.
By Leslie Martin
Client experience remained a top priority in 2025, and this blog resonated with wealth managers seeking to move beyond traditional, report-driven interactions.
Leslie Martin explored how modern client engagement shifts toward ongoing, personalized, and collaborative experiences. The post highlighted how wealth managers can use digital tools to create more meaningful touchpoints, meet clients where they are, communicate in real time, and deliver relevant information.
Trust Technology Without the Silos
By Ryan Alexis
As trust and wealth management continue to converge, this blog addresses the challenge of disconnected systems and fragmented data.
Ryan Alexis examined how siloed technology creates inefficiencies, limits visibility, and increases risk, particularly for trust companies and complex wealth structures. The post emphasized the importance of integrated technology that supports fiduciary responsibilities, delivers a unified view of client data, and enables teams to operate with greater consistency and control.
Looking Ahead
Together, these three blogs tell the story of a year defined by unification, data, and the client experience. To dive deeper into how 2025 shaped Black Diamond and for a glimpse into what’s ahead, we invite you to read Reflecting on a Year of Innovation by John Milne. This year-end perspective highlights the progress made alongside our clients and the foundation we’re building for the future.
Ready to discover how SS&C Black Diamond Wealth Solutions can help your firm scale smarter and serve clients better? Request a personalized demo, call 1-800-727-0605, or email info@sscblackdiamond.com.
