Today’s advisors need to scale efficiently without giving up control. Traditional TAMPs often require bundled, all-or-nothing adoption, limiting flexibility.
SS&C Black Diamond Wealth Solutions’ modular TAMP, embedded within Black Diamond’s Rebalancer, allows you to selectively outsource portfolio operations while maintaining full visibility and control.
What It Delivers
Outsource trading, rebalancing, models, or OCIO, only what you need
Access institutional-quality models and direct indexing
Automate updates and rebalancing workflows
Implement tax-smart, household-level management
Operate within one unified, integrated system
The result is scalable efficiency without sacrificing flexibility, transparency, or your investment philosophy.
