Bring Morningstar® research and proposals into your daily flow. As the first wealth platform with native Direct Advisory Suite integration, SS&C Black Diamond unites research, risk, proposals, and reporting for faster, clearer advice.
This integration empowers advisors with a seamless pipeline from research to recommendation. It helps firms deliver more compelling narratives, better-aligned portfolios, and data‑driven insights, all without switching systems.
Research‑Driven Capabilities:
Tap global data, ratings, and AI‑assisted insights (Mo) to inform due diligence and ideas
Use Portfolio X‑Ray and visual comparisons to explain allocation, risk, and diversification
Map validated risk questionnaires to suitable models and generate compliant proposals
Deliver client‑ready, FINRA‑reviewed reports to support every meeting and stage
Rely on daily‑reconciled Black Diamond data to keep everything consistent and accurate
