Your clients want more than performance; they want context and connection. SS&C’s Black Diamond Client Experience is a branded, mobile‑ready hub for net worth, outside accounts, documents, and ongoing communication.
This connected environment empowers clients with clarity while enabling advisors to deliver proactive, high‑touch guidance. By consolidating information and communication into a single platform, firms strengthen relationships and elevate service delivery.
Client Value Delivered:
Show a 360° wealth view: portfolio metrics, balance sheets, alternatives, and held‑away assets
Keep the conversation flowing with a searchable Relationship Timeline of posts and updates
Drive action with to‑dos, reminders, and direct links to tasks like eSignatures
Give clients control with configurable dashboards, watchlists, and firm branding across devices
Share securely via an integrated Vault for statements, reports, and important documents
