Real Support. Real Training. Real Results.

When you invest in a new technology platform, you’re investing in smarter workflows, stronger insights, and streamlined operations — tools designed to drive real results, but even the best tech can fall short if you’re left to navigate it alone.

At SS&C, we believe onboarding new wealth management firms shouldn’t feel like guesswork, and knowledge shouldn’t stop after implementation is complete. That’s why training isn’t just a service we offer to SS&C Black Diamond^® Wealth Platform clients — it’s a long-term commitment to your success.

Not Just a Platform—A Partnership

We know that true value doesn’t come from software alone—it comes from understanding how to use it. Our training team ensures every client has the support they need to thrive, whether using the full Black Diamond platform or specific functionality like our CRM tools Elements, Engage, or BD CRM.

What makes us different? While some companies route you through 1-800 numbers and faceless queues for support, our queues are tied to real people. We offer live, tailored training with dedicated team members who know your business and are ready to help. Whether you’re launching for the first time or scaling for the future, we’re with you every step of the way.

A Training Program That Meets You Where You Are

One size doesn’t fit all, and your training shouldn’t either. That’s why we offer a wide variety of formats and styles to meet the needs of every user, team, and learning style:

• Live Virtual Sessions: We host consistent, functionality-specific sessions each month such as The More You Know (Black Diamond), Training Tuesdays (Elements), Webinar Wednesdays (Engage), and BD CRM Thursdays. These online sessions are interactive, expert-led, and designed to meet you where you are.

• In-Person Workshops: Our Jacksonville-based workshops offer deep-dive experiences and opportunities for peer-to-peer learning. We also host joint product workshops—like Black Diamond + CRM, or Black Diamond + Elements—for clients using multiple solutions.

• Custom Training: From onboarding new teams to rethinking complex processes, we design and deliver hands-on, personalized training—virtually or in person—that aligns with your business priorities. Whether you need a one-time deep dive or an ongoing training plan, we adapt to your structure and pace.

• Train-the-Trainer: Empower your internal training teams and subject matter experts with coaching and materials that enable them to deliver education on demand.

No matter your needs, we’ve built our training ecosystem to be as flexible and responsive as your business requires, ensuring you feel accommodated and considered in your learning journey.

More Than Just Learning—It’s Connection

There’s something powerful about learning alongside others. That’s why we love bringing clients together—in person or virtually—to share ideas and uncover insights that could not happen in a silo.

In fact, some of the most valuable moments during our workshops happen outside of the formal agenda. We often see clients discover their most significant breakthroughs not from us but from conversations with their industry peers.

And there’s more: in-person events include dedicated time with your service team, giving you hours of uninterrupted time to ask questions, solve issues, and plan ahead. This access goes far beyond the standard support model.

Evolving With You

The way you use our platforms today might not be how you use them tomorrow. That’s precisely why our training evolves, too.

We listen closely to client feedback to refine and expand our offerings. That is why we host joint product trainings and are piloting new workshops grouped by firm size or structure so that clients with shared challenges can learn from each other and our team simultaneously.

With You Every Step of the Way

Our goal is simple: to help you get the most from your investment in SS&C and ensure you never feel like you’re navigating alone. Whether you're onboarding a new team member, expanding to new features, or reimagining how your firm uses technology, our training team is here to support you every step of the way, providing you with the resources, expertise, and genuine partnership you deserve.

To learn how the SS&C Black Diamond^® Wealth Platform can support your firm’s unique needs, request a personal demo, call 1-800-727-0605, or email info@advent.com.