Fiduciary accounting demands precision. SS&C Black Diamond Trust Services delivers cloud‑native trust accounting, including principal & income accounting, tax processing, and performance reporting. Wrapped in configurable dashboards and enterprise‑grade security.
By unifying critical trust workflows, firms gain better accuracy, faster reporting, and clearer oversight.
Core Capabilities:
Real‑time trust accounting with modeling, allocation, rebalancing, and FIX order management
Full P&I accounting, tax lots, IRA/ERISA/RMD support, and comprehensive tax reporting
Role‑based dashboards, alerts, and customizable statements with householding
Integrated fee modeling and billing, CRM connections, workflow, and document management
Hardened access with MFA and browser‑based delivery for distributed teams
