customCodeBlock

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

richTextSection

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

imageSection

Sales Team

bd-channel-territories-2025.png

customCodeBlock

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

richTextSection

Pershing Integrations

Our integrations with NetX360® have allowed us to take the Black Diamond user experience to the next level. Simplification is key, and with the addition of features such as Straight Through Trade Processing with FIX and Single Sign-On from NetX360 to Black Diamond, our mutual firms can now enjoy an intuitive workflow, easily moving between platforms.

integrationsSection

Single Sign-On from NetX360 to Black Diamond

Single Sign-On from NetX360 to Black Diamond
Synched Custodial Statements & Tax Documents

Synched Custodial Statements & Tax Documents
Straight Through Trade Processing via FIX

Straight Through Trade Processing via FIX
Cost Basis Sync

Cost Basis Sync

richTextSection

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.

textCardSection

[Coming Soon]
Black Diamond AI Capabilities in Development

We’re expanding Black Diamond's capabilities with new AI-driven functionality currently in development. Designed to reduce manual effort and enhance insight delivery, these enhancements will be available through an open beta beginning mid-year. Additional information will be shared in the coming weeks, along with an in-app survey coming soon, where you can tell us how AI could support your work and indicate your interest in beta.

[MAY 2026]
New Partnership Tree View Brings Visual Clarity to Complex Ownership Structures

The new Partnership Tree View introduces an interactive, visual way to view and manage partnership relationships in Black Diamond. Users can easily understand multi-level partnership structures, review allocations, and manage periods through a dynamic tree-based view. Tree View streamlines setup and ongoing maintenance by enabling direct updates to allocations and periods within the visualization itself. This enhancement improves usability and confidence when working with complex partnerships, while preserving all existing partnership reporting logic and outcomes.

[MAY 2026]
Wash Sale Groups Enhance Tax Awareness in Rebalancer

Wash Sale Groups are now available in the Black Diamond Rebalancer to support cross-account wash-sale evaluation. The new Wash Sale Groups tab in Client Maintenance allows users to create, edit, and delete groups and to assign accounts to them. Once assigned, the Rebalancer monitors transactions for potential wash sales, enhancing tax awareness capabilities.

[MAY 2026]
Model Marketplace Enhancements

We are enhancing the Model Marketplace to expand the types of models users can access and give firms greater control over availability. Users can now subscribe to any model as a strategy, a model, or both, and teams can subscribe to specific models without sharing them across the organization. Depending on the provider, users may also substitute direct index models, SMAs, or other assets for specific funds, supporting more sophisticated, tax-managed portfolios that align with the provider’s asset allocation guidance.

[MAY 2026]
Security & Login Enhancements

This release enhances login and authentication security, building on recent password policy updates. It introduces a redesigned Security Settings page with separate MFA controls for firm and client users, and begins phasing out security questions in favor of stronger methods like authenticator apps or SMS verification. An inline password helper has also been added to guide users through password setup and reset requirements.

[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.

[December 2025]
SSO from Black Diamond's Client Portal to Schwab Alliance

The Schwab Alliance Single Sign-On (SSO) integration allows clients to securely access Schwab Alliance directly from their Black Diamond client portal, without needing to log in separately each time. This feature streamlines access to custodial account information and enhances the overall client experience.

[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.

View Previous Enhancements ▼

richTextSection

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.

assetScrollerSection

Product Previews & Key Functionality Demos

Learn even more about Black Diamond with these product briefs, case studies and whitepapers.
  • Direct Advisory Suite Overview

    Infuse SS&C Black Diamond® Wealth Solutions' reconciliation and reporting engines with Morningstar's research and proposal tools for more intelligent client engagement.

    Watch Now
    play-icon Direct Advisory Suite Overview
  • Proposal Generation Overview

    Create proposals in just a few clicks with Black Diamond's Proposal Generation tool.

    Watch Now
    play-icon Proposal Generation Overview
  • Client Relationship Timeline Overview

    Embark on a shared financial journey through an intuitive digital experience.

    Watch Now
    play-icon Client Relationship Timeline Overview
  • 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

assetScrollerSection

Product Briefs, Case Studies and Whitepapers

Learn even more about Black Diamond with these product briefs, case studies and whitepapers.
  • Pershing NetX360 and Black Diamond Brief
    Pershing NetX360 and Black Diamond Brief

    Working together, Black Diamond and NetX360® focus investments in the technology you need to manage your client’s complete wealth picture.

     Learn More blue-arrow
  • Black Diamond Wealth Solutions Brochure
    Black Diamond Wealth Solutions Brochure

    Learn how you can grow your firm, your way, with a solid foundation of reliable technology and exceptional support.

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

    Learn more about Black Diamond’s unique distinguishing characteristics.

     Learn More blue-arrow
  • Creating Winning Strategies for Ultra-High Net Worth Clients Whitepaper
    Creating Winning Strategies for Ultra-High Net Worth Clients Whitepaper

    To grow their business and address UNHW clients’ diverse needs, advisors must understand the market forces that are most important to these individuals and their families.

     Read the Whitepaper blue-arrow
  • Rebalancing Trading and Investment Management Brief
    Rebalancing Trading and Investment Management Brief

    Monitor, rebalance, and execute trades—at scale.

     Learn More blue-arrow
  • Beaumont Financial Partners Case Study
    Beaumont Financial Partners Case Study

    Needed to scale their business using robust customizations and automated reconciliation.

     Learn More blue-arrow
  • Proposal Generation and Model Marketplace Brief
    Proposal Generation and Model Marketplace Brief

    Leverage turn-key solutions that deliver modern, time-saving tools focused on elevating the client experience and investment goals.

     Learn More blue-arrow
  • Client Experience Portal Brief
    Client Experience Portal 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
  • Client Relationship Timeline Brief
    Client Relationship Timeline Brief

    Create a shared, intuitive digital experience that keeps you, your client, and key stakeholders aligned on their financial journey.

     Learn More blue-arrow
  • Unbundled. Unburdened. Unmatched. Whitepaper
    Unbundled. Unburdened. Unmatched. Whitepaper

    Today’s Registered Investment Advisors are under pressure—from tightening margins and rising client expectations to the operational drag of legacy systems and inflexible TAMPs. Advisors are being asked to deliver more personalized, tax-aware portfolios while still scaling efficiently.

     Read the Whitepaper blue-arrow
  • Delivering Compliance Confidence Brief
    Delivering Compliance Confidence Brief

    Explore how Black Diamond helps firms streamline regulatory oversight with customizable compliance tools, automated monitoring, and secure data management.

     Learn More blue-arrow
  • Trust Company of the South Case Study
    Trust Company of the South Case Study

    Leveraged Black Diamond Technology to Provide an Outstanding Client Experience.

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

    Easily generate powerful reporting and illustrate your client’s complete wealth picture.

     Learn More blue-arrow
  • Client Service Overview Brief
    Client Service Overview Brief

    We deliver more than just powerful technology. We provide a service experience that acts as an extension of your team.

     Learn More blue-arrow

assetScrollerSection

Client and Leadership Testimonial Videos

Hear from Black Diamond leadership and clients on what separates us from the rest.
  • 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
  • Client Story - The Mason Companies

    See how The Mason Companies streamline success with Black Diamond.

    Watch Now
    play-icon Client Story - The Mason Companies
  • Client Story - Parallel Financial Advisors

    Parallel Financial Advisors shares how Black Diamond supports their growth.

    Watch Now
    play-icon Client Story - Parallel Financial Advisors
  • 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 - LourdMurray

    Learn how LourdMurray enhances client service with Black Diamond.

    Watch Now
    play-icon Client Story - LourdMurray
  • Client Story - Avior Wealth Management

    Learn how Avior Wealth Management uses Black Diamond to power a top-tier client technology experience.

    Watch Now
    play-icon Client Story - Avior Wealth Management
  • Client Story - Plante Moran Financial Advisors

    Plante Moran highlights the impact of Black Diamond on their advisory practice.

    Watch Now
    play-icon Client Story - Plante Moran Financial Advisors
  • Leadership Insights - Gretchen Goode

    Watch the 2026 Black Diamond leader interview with Gretchen Goode.

    Watch Now
    play-icon Leadership Insights - Gretchen Goode
  • Leadership Insights - Steve Leivent

    SS&C Black Diamond Wealth Solutions insights from Deliver with Steve Leivent.

    Watch Now
    play-icon Leadership Insights - Steve Leivent
  • Testimonial - Eric for WealthAdvisor

    Watch WealthAdvisor's ABT Interview with Eric Hewitt.

    Watch Now
    play-icon Testimonial - Eric for WealthAdvisor

assetScrollerSection

Black Diamond & Morningstar Office | A Strategic Alliance

Learn about the Black Diamond Wealth Platform Research & Analytics Bundle, exclusive for Morningstar Office users.
  • Morningstar Direct Advisory Suite + Black Diamond

    Infuse SS&C Black Diamond® Wealth Solutions' reconciliation and reporting engines with Morningstar's research and proposal tools for more intelligent client engagement.

    Learn More
    Morningstar Direct Advisory Suite + Black Diamond
  • Morningstar Client Case Study: Empowerment Financial Advisors

    The last thing a wealth management firm wants to hear is that the platform they rely on to run their business was discontinued, but that was the reality for Morningstar Office users.

    Learn More
    Morningstar Client Case Study: Empowerment Financial Advisors
  • Direct Advisory Suite (DAS) Demo - Integrated Morningstar & SS&C Black Diamond Wealth Solutions Experience
    play-icon Direct Advisory Suite (DAS) Demo - Integrated Morningstar & SS&C Black Diamond Wealth Solutions Experience
  • WealthAdvisor Interview - Kyle Fleming on Morningstar
    play-icon WealthAdvisor Interview - Kyle Fleming on Morningstar

richTextSection

Additional SS&C Solutions

Additional offerings from within the SS&C Ecosystem.

slider

assetScrollerSection

  • Trust Solutions Brief

    We provide a dramatically better way to support the specialized accounting and reporting needs of trust companies.

    Learn More
    Trust Solutions Brief
  • Black Diamond + SS&C Accord Brief

    SS&C Accord combines specialized expertise and state-of-the-art technology to streamline the alternative asset management process.

    Learn More
    Black Diamond + SS&C Accord Brief
  • Genesis Brief

    One Platform. Every Role. Total Clarity.

    Learn More
    Genesis Brief
  • Elements CRM Brief

    A native CRM experience designed to help financial professionals spend less time managing systems and more time deepening relationships.

    Learn More
    Elements CRM Brief
  • Engage CRM Brief

    A flexible and highly configurable CRM built on the Microsoft Dynamics 365 platform.

    Learn More
    Engage CRM Brief
  • Edge CRM Brief

    A Managed CRM Experience.

    Learn More
    Edge CRM Brief
  • Annuities & Insurance Marketplace Brief

    The Black Diamond Annuities & Insurance Marketplace (AIM) connects financial advisors with a curated selection of commission-free annuities and insurance solutions.

    Learn More
    Annuities & Insurance Marketplace Brief
  • Digital Message Surveillance (DMS) Brief

    Stay ahead of compliance challenges with Black Diamond Digital Message Surveillance, designed for wealth managers to efficiently track, archive, and review client conversations.

    Learn More
    Digital Message Surveillance (DMS) Brief

customCodeBlock

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

308

Pershing Firms
using Black Diamond

$248B

Assets under administration
from mutual
Pershing - Black Diamond firms

347K

Pershing accounts feed daily
into Black Diamond

601

Mutual Pershing 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