Today’s advisors must balance personalization, tax efficiency, and risk management while scaling their practices efficiently.
SS&C Black Diamond Wealth Solutions provides seamless access to SS&C ALPS Advisors Model Portfolios, a multi-asset suite designed to help advisors deliver targeted, research-driven portfolios within a unified platform.
What ALPS Model Portfolios Deliver
Organized within the Target Risk Series, the models are built to align with client objectives, risk tolerance, and account type.
Advisors can:
Align to Grow, Preserve, or Distribute objectives
Match risk from 20/80 to 100/0 allocations
Choose Taxable, Strategic, or Tactical model sets
Leverage institutional research and ongoing oversight
Deliver tax-aware, scalable portfolio solutions
Integrated within Black Diamond, ALPS Model Portfolios provide a streamlined, cost-efficient framework that helps advisors scale while maintaining disciplined, personalized outcomes.
