Breaking away is about control, flexibility, and growth — not rebuilding your operations from the ground up.
SS&C Black Diamond Wealth Solutions provides an integrated platform designed to help breakaway advisors transition smoothly, operate efficiently, and deliver a premium client experience from the moment they launch.
Why Breakaway Advisors Choose Black Diamond:
Be launch-ready with branded client reporting and portal tools
An industry-unique and confidential implementation process
Manage portfolios, reporting, CRM, billing, and client communication in one connected platform
Streamline investment management and trading workflows
Access a robust integration ecosystem that grows with your firm
Receive dedicated onboarding and service support throughout your transition
Built for the Move — and What Comes After
