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Staying Connected with You

The goal of this page is to keep you connected with the work that we are doing at SS&C Advent and Black Diamond. 
Not finding what you are looking for? No problem, simply email me as I’d be happy to help.

- Jenny Schuster

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Meet Our Sales Teams

To serve the unique needs of your clients and prospects, our sales team serve territories based on a firm’s location and asset size. Feel free to reach out to anyone on the team as they are ready to help.

Contact us with any questions you may have about Black Diamond or other SS&C Advent solutions.

info@advent.com
(800) 727-0605

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Sales Team

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Firm AUA
West
Central
Southeast
Northeast
$0 - 200M
Kaitlin McPhail
(972) 837-0290
James Chin
(917) 519-9602
Wayne Bettis
(904) 234-9029
Amber Weinstein
(407) 443-8033
$201M - 700M
Larry Williams
(904) 655-3956
James Chin
(917) 519-9602
Jarred Lawson
(904) 613-6600
Drew Winogradoff
(845) 803-2048
$701M – $2B
David Gunaseelan
(415) 527-9016
Alex Long
(201) 232-8138
Alex Long
(201) 232-8138
Brittany Martinez
(954) 330-2989
$2B+
Rob Allen
(415) 845-9221
Brien Walker
(904) 521-8168
Tracy Thompson
(904) 928-2660
Henry Spalding
(617) 899-8200

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Recent Enhancements

Every six weeks, the Black Diamond team releases platform enhancements that ensure your advisors are compliant and have access to the latest, innovative functionality. Learn more about some of our most recent enhancements.

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[Coming Soon]
Flexible ‘All Accounts with Exclusions’ Permissions

Our team is working diligently to enhance the Firm User setup experience within Black
Diamond. Most notably, we are adding support for all account access Firm Users with
exclusions. We hope this will simplify workflows where a user needs selective access to
accounts in their Black Diamond instance.

[Coming Soon]
UMA Trading

We are developing a comprehensive UMA Sleeve Trading solution that will allow you to take an Account and split it into multiple Sleeve Accounts. Each Sleeve is assigned to an Allocation Strategy that is used in the Rebalancer application. This can be done on a custom approach for a single client, or a Core UMA Strategy can be created with a Strategy of Strategies approach. Once UMA Accounts are established, the Custodial Account or Sleeves can be run through any of the Rebalancer Workflows to generate trade recommendations that can be executed via Trade Files or a FIX connection.

[March 2026]
Trust Space in Client View

We are introducing a dedicated Trust Space within Client View, which provides advisors with
seamless access to Black Diamond Trust account details without leaving the Black Diamond
Wealth platform. This new space will give trust-specific contact, account, and statement
details directly within the advisor’s workflow, helping reduce the need to reference multiple
screens. By centralizing this data, the Trust Space can help advisors work more efficiently and
deliver results more quickly.

[March 2026]
Income Exclusion for Rebalancing Workflows

Principal & Income exclusion settings are now available for Black Diamond Trust Suite clients using Rebalancer. These enhancements improve the accuracy of trade analysis and order proposals for holdings with principal and income allocations. Users can now specify, at both the Program and Account levels, whether the income portion of a holding should be excluded from analysis. Black Diamond Trust Suite users can contact the Rebalancer Service Team to enable this feature.

[December 2025]
Role-Based Access for Rebalancer Firm Maintenance

Our enhancements now allow non-Administrator users to access the Firm Maintenance area of the Rebalancer, including the Bulk Settings Export tab. Firm Users can be assigned a role that determines their access to exports within this tab. Exports containing client information will filter to show only data for clients that the user can view in Black Diamond.

[December 2025]
Real-Time Data Mining: Now Powering Every Query Type

With the enablement of real-time Allocation Data Mining in our November enhancement release, our Data Mining application is now officially utilizing real-time data for all query types. Any changes made to a firm’s data within Black Diamond will be reflected within all query types immediately.

[November 2025]
Morningstar’s X-Ray Data in Black Diamond Reports

As part of our continued efforts to enhance Black Diamond's functionality through the utilization of Morningstar®’s comprehensive data resources, we have begun integrating their X-ray data into our native PDF reports.

[September 2025]
eMoney: Interactive Planning Cash Flow Chart Now in Mobile

Client Users can now access the interactive Cash Flow chart in eMoney Financial Plans within the Black Diamond Mobile App. The Cash Flow chart provides a clear, year-by-year breakdown of each client’s income and expenses, enabling them to better visualize and manage their financial picture.

[September 2025]
Selectable Branding Across Teams

Firm users affiliated with multiple teams can customize their branding preferences across Black Diamond. These enhancements extend throughout the site, including Proposal Generation reports and Multi-Factor Authenticator App branding, ensuring a seamless and consistent brand experience that reflects each team’s unique identity.

[September 2025]
Smarter Access in Rebalancer

Firm administrators now have greater flexibility with expanded access to Bulk Tools for managing data within the Black Diamond Rebalancer. Additionally, specific areas of the Firm Maintenance section can be made available to users without Administrator-level permissions, empowering teams with the appropriate level of access while maintaining oversight and control.

[Coming Soon]
Compliance Export for Trade Submissions

Firms can gain visibility into Rebalancer trade activity with a new Data Mining System Template. It allows them to support audit and oversight workflows with a new export for submitted Rebalancer sessions. The export includes session creator, timestamp, and content, plus optional filtering by custodian for added clarity and focus.

[Coming Soon]
Restricted Plans in Rebalancer

Advisors can achieve greater control over client portfolios with Restricted Plans and custom investment menus that limit trading to approved securities. They can assign plans to specific accounts to align with retirement strategies or compliance requirements, ensuring trades stay within their firm’s designated investment parameters.

[Coming Soon]
Partnership Tree View

Firms will soon have a hierarchical view of related partnerships based on parent account relationships. The tree view enhances partnerships-of-partnerships functionality, providing greater visibility and control for operational users.

[Coming Soon]
UMA Functionality in Rebalancer

Users will be able to create and manage UMA Strategies by splitting an account into multiple “sleeves,” enabling independent analysis and trading for different strategies within the same account. This allows firms to rebalance while maintaining correct proportional value and allocation per sleeve.

[Coming Soon]
Alternative Investment Charting

Charting for alternative investments is coming to Client Reporting, including line and bar charts for Distributions, Capital Called, Total and Current Value, Remaining Capital, and IRR. Additional enhancements will improve cost-basis tracking flexibility.

[June 2025]
Alternative Investment Enhancements

Expanded alternatives management and reporting across Client View, Mobile App, Client Experience Portal, and Client Reports. New data points include Outside Capital Called, Fund Manager, and Investment Period Close Date, with improved Remaining Capital accuracy and new grouping options.

[June 2025]
Email Notifications for Shared Rebalancer Sessions

Users can opt into email notifications for key Rebalancer Session activities, including sharing, approvals, rejections, and actions taken. These notifications complement in-app alerts and support more efficient collaboration.

[April 2025]
UMA Sleeves

The Sleeve Reporting Solution allows advisors to create sleeve accounts from a UMA and apply rules to manage diversification, customization at scale, efficiency, and active management.

[April 2025]
Account Compression Enhancements

Manager Strategies introduce a new way to view account compression, connecting Client Experience, Rebalancer, and Data Mining for a seamless workflow.

[April 2025]
Firm User Access to Partnerships

A new Firm Partnership Management permission allows firm users to create, edit, view, and delete partnerships based on account access, expanding firm-level management capabilities.

[April 2025]
New Shared Document Visibility

A visual indicator now highlights newly shared documents in the Document Vault, helping client users quickly identify new uploads.

[March 2025]
Configurable Client Experience Homepage

Advisors can now personalize the Client Experience Homepage across web and mobile using a drag-and-drop layout. The modernized design improves customization and engagement per investor.

[March 2025]
Partnerships of Partnerships

Firm admins can create parent partnerships that allocate performance data across assigned accounts using allocation percentages, enhancing reporting for complex partnership structures.

[March 2025]
Proposal Generation Enhanced Content

Proposal Generation now includes Proposal Stats, Tax Cost, Gain/Loss, Trades, and Holding-Level Detail, with increased runtime control over PDF proposal content.

[February 2025]
Morningstar Strategic Alliance

SS&C’s Black Diamond Wealth Platform integrates with Morningstar’s Direct Advisory Suite, delivering advanced analytics, upgraded features, and improved workflows.

View Previous Enhancements ▼

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Black Diamond Resources & Collateral

To help you learn more about the Black Diamond® Wealth Platform, please reference some of our most commonly requested marketing materials below.

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Product Previews & Key Functionality Demos

Learn even more about Black Diamond with these product briefs, case studies and whitepapers.
  • Black Diamond Proposal Generation Demo

    Advisors will differentiate their brand with high-quality, personalized proposals, save time, and reduce errors. The intuitive data collection and proposal creation processes allow advisors to focus more on client interactions and strategic planning. This enhanced process helps to minimize the risk of errors that often occur during manual data entry and compilation.

    Watch Now
    play-icon Black Diamond Proposal Generation Demo
  • Client View Demo

    Black Diamond's Client View application consolidates all client-centric details, workflows, and third-party integrations already found within Black Diamond into a single, interconnected command center. Client View enables advisors to consolidate and access their client's entire financial lives. 

    Watch Now
    play-icon Client View Demo
  • Business Intelligence Demo

    Advisors can take the pulse of their business, identify trends and outliers, and examine the finer details of advisor performance and their client relationships. Granular permission controls, compliance-ready formats, report automation, and more make oversight manageable while providing a 360-degree view into your practice.

    Watch Now
    play-icon Business Intelligence Demo
  • Rebalancer Demo

    Black Diamond's Rebalancer provides daily reconciliation allowing advisors to see what accounts or households need attention from a trading perspective. The robust modeling framework, proactive monitoring, straight-through trade processing, and tax-efficient capabilities keep even the most complex portfolios aligned with a client’s goals.

    Watch Now
    play-icon Rebalancer Demo
  • Client Experience Demo

    Through a custom-branded, interactive client portal, advisors can document advisor-client communications, showcase dynamic portfolio metrics, post to a secure document vault, incorporate outside account aggregation, balance sheet reporting, and more.

    Watch Now
    play-icon Client Experience Demo
  • Billing Demo

    Advisors can itemize their value by structuring fees in a way that makes sense to both the advisor and their clients. The countless configuration settings and built in workflows allow a streamlined process, eliminating the need to run billing more than once per period.

    Watch Now
    play-icon Billing Demo
  • Client View Overview Video

    This video shows how Client View works as an advisor’s one-stop-shop and data command center that supports a more personalized approach to managing their client's financial life - past, present, and future.

    Watch Now
    play-icon Client View Overview Video
  • The Right Partner. The Right Technology.

    This detailed 7 minute demo video reviews key features of the Black Diamond Wealth Platform.

    Watch Now
    play-icon The Right Partner. The Right Technology.

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Product Briefs, Case Studies and Whitepapers

Learn even more about Black Diamond with these product briefs, case studies and whitepapers.
  • CRM Product Brief (Partner pages)
    CRM Product Brief (Partner pages)

    As a managed offering, the Black Diamond CRM offers pre-built integrations, including account opening and email workflows, a Time and Expense Manager, and robust data syncs.

     Learn More blue-arrow
  • Black Diamond Product Brief
    Black Diamond Product Brief

    Our platform provides firms with tools to operate efficiently and deliver a sophisticated, modern client experience.

     Learn More blue-arrow
  • Black Diamond’s Top 5 Key Differentiators
    Black Diamond’s Top 5 Key Differentiators

    Learn more about Black Diamond’s unique distinguishing characteristics.

     Learn More blue-arrow
  • Rebalancer Product Brief
    Rebalancer Product Brief

    Robust functionality from Black Diamond’s Rebalancer gives firms the upper hand they need to be competitive in this tech-forward industry.

     Learn More blue-arrow
  • Client Experience Product Brief
    Client Experience Product Brief

    Through the Black Diamond Client Experience portal, you can offer a customizable, firm-branded, and interactive online environment that your clients can access anytime, anywhere.

     Learn More blue-arrow
  • BD + RCI: Delivering Compliance Confidence
    BD + RCI: Delivering Compliance Confidence

    The award-winning combination of SS&C's Black Diamond and Risk & Compliance Intelligence Platform (RCI) seamlessly connect to provide an accurate and automated oversight experience.

     Learn More blue-arrow
  • Client View Product Brief (Channel)
    Client View Product Brief (Channel)

    The latest intuitive application within Black Diamond that is home to all of an advisor’s client communication and financial management needs.

     Learn More blue-arrow
  • Data Conversion Process (Channel)
    Data Conversion Process (Channel)

    From day one, a firm’s past data is ready to use. They will not need to toggle back and forth between disparate systems to manage their client’s portfolio.

     Learn More blue-arrow
  • LPL + BD Case Study: Aspen Private Advisors
    LPL + BD Case Study: Aspen Private Advisors

    They built their ideal RIA business with Black Diamond and LPL at the core of it.

     aspen-private-advisors-lpl-case-study.pdf blue-arrow
  • Black Diamond is Part of the LPL Financial Vendor Affinity Program
    Black Diamond is Part of the LPL Financial Vendor Affinity Program
    Learn More blue-arrow
  • Black Diamond for Breakaway Advisors
    Black Diamond for Breakaway Advisors

    Designed with Breakaway Advisors in mind. From our specialized and confidential implementation process to the turn-key cloud-based solution, you will be implemented, ready to service clients and get paid from day-one.

     Learn More blue-arrow
  • Black Diamond for Family Offices
    Black Diamond for Family Offices

    A fully-integrated cloud-native solution complete with customizable and robust household performance reporting, alternatives data aggregation, an immersive client portal, and seamless connections to a vast ecosystem of smart integrations.

     Learn More blue-arrow
  • Black Diamond for Broker Dealers
    Black Diamond for Broker Dealers

    A scalable, cloud-native platform that provides compliance confidence through pre-approved reporting templates and user-permission controls. In addition, our advanced technology's intuitive design is an added value for IBDs looking to recruit new and younger advisors.

     Learn More blue-arrow

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Client and Leadership Testimonial Videos

Hear from Black Diamond leadership and clients on what separates us from the rest.
  • Black Diamond Top 5 Key Differentiators
    1. Dedicated Service Model
    2. Intuitive and Thoughtful Design
    3. Data Network
    4. Relationship-Based Pricing
    5. Seamless Handoff from Sales to Implementation to Service
    Watch Now
    play-icon Black Diamond Top 5 Key Differentiators
  • SS&C Black Diamond Eliminates TAMP Trade-offs with Modular Service Design

    Rather than requiring advisors to adapt to platform limitations, Black Diamond has built a system where the technology adapts to individual practice needs.

    Watch Now
    play-icon SS&C Black Diamond Eliminates TAMP Trade-offs with Modular Service Design
  • Client Story - Symmetry Capital Advisors

    David Stalnaker from Symmetry Capital Advisors discusses how Black Diamond allows his firm to differentiate themselves in a competitive market.

    Watch Now
    play-icon Client Story - Symmetry Capital Advisors
  • Client Story - Diversified Trust

    Discover how Diversified Trust uses the Black Diamond Wealth Platform to enhance transparency, streamline reporting, and elevate the client experience.

    Watch Now
    play-icon Client Story - Diversified Trust

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Black Diamond & Morningstar Office | A Strategic Alliance

Learn about the Black Diamond Wealth Platform Research & Analytics Bundle, exclusive for Morningstar Office users.
  • An Almost Effortless Transition to Black Diamond
    An Almost Effortless Transition to Black Diamond

    Morningstar Office users can easily transition to Black Diamond with a customized data conversion process. The proprietary tool and implementation process are designed to make the transition process run smoothly, with most of the work done on behalf of the firm.

     Learn More blue-arrow
  • Black Diamond Brochure for Morningstar Office Users
    Black Diamond Brochure for Morningstar Office Users

    Our platform provides firms with tools to operate efficiently and deliver a sophisticated, modern client experience.

     Learn More blue-arrow
  • The Black Diamond Transition Advantage
    The Black Diamond Transition Advantage

    Providing a smooth and customized data conversion and implementation process, along with dedicated and unlimited support post go-live.

     Learn More blue-arrow
  • Black Diamond Wealth Platform Research & Analytics Bundle
    Black Diamond Wealth Platform Research & Analytics Bundle

    A comprehensive suite of portfolio management, reporting, and client engagement tools—infused with Morningstar's unparalleled data and analytics —all at competitive, exclusive strategic alliance pricing.

     Learn More blue-arrow

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Additional SS&C Solutions

Additional offerings from within the SS&C Ecosystem.

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  • SS&C Accord

    Remove the friction from the alternatives aggregation and reporting process by seamlessly accessing the analytics within Black Diamond.

    Learn More
    SS&C Accord
  • Advent Genesis Product Brief

    Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution and is part of the Advent Investment Suite, it is designed to work in concert with SS&C Advent’s Moxy® OMS.

    Learn More
    Advent Genesis Product Brief
  • Salentica Elements Product Brief

    Easy to use and quick to deploy in the cloud, Elements instantly upgrades a firm’s relationship management and customer experience without having to replace their entire tech stack.

    Learn More
    Salentica Elements Product Brief
  • Black Diamond Link for APX Product Brief

    Black Diamond® Link allows a firm to take advantage of key features of our award-winning, cloud-based Black Diamond platform without undergoing a system migration.

    Learn More
    Black Diamond Link for APX Product Brief
  • Advent Insurance Marketplace Powered by DPL Product Brief

    Advisors can access commission-free insurance and annuities to grow their practice and delivers greater client benefits-right from their desktop.

    Learn More
    Advent Insurance Marketplace Powered by DPL Product Brief

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By The Numbers
Check out the depths of our powerful relationship below.
3,300+

Total firms
on Black Diamond

$4.3T+

Assets under administration
on Black Diamond

10M+

Accounts handled daily

967K+

Active firm and
client users

132

LPL Firms
using Black Diamond

$51B

Assets under administration from
mutual LPL - Black Diamond firms

132K

LPL accounts feed daily
into Black Diamond

204

Mutual LPL and
SS&C Advent firms*

*Data includes Black Diamond, APX, Axys and AOS clients.

Jenny Schuster
Director, Channel Management
Please let me know if you have any questions at all about the Black Diamond Wealth Platform or any of SS&C Advent’s other best-in-class solutions. I am available and ready to help, no matter how big or small the request.
jschuste@sscinc.com
(415) 601-3829