Managing portfolios at scale can create significant operational demands for advisory firms. The Asset Manager Sponsored Program from SS&C Black Diamond Wealth Solutions gives qualifying advisors access to professionally managed model portfolios and outsourced trading and rebalancing at no additional cost, helping firms simplify operations while maintaining flexibility and a high-touch client experience.
With the Asset Manager Sponsored Program, advisors can:
Access professionally managed models from leading asset managers through the Black Diamond Model Marketplace.
Outsource trading and rebalancing to SS&C Black Diamond Managed Account Services at no additional cost for qualifying accounts.
Reduce manual portfolio maintenance with automatically managed up-to-date model portfolios.
Choose how to participate by manager, strategy, or trading option, with no requirement to move an entire book of business.
Maintain greater flexibility with customized model environments tailored to firm-specific investment strategies.
Deliver enhanced fee transparency with comprehensive gross and net-fee reporting.
Learn how the Asset Manager Sponsored Program can help your firm scale managed portfolios, streamline trading and rebalancing, and reduce operational complexity.
