SS&C Private Capital Group vs Black Diamond Comparison

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SSC

SS&C Private Capital Group

Category
Consolidated Reporting

America's SS&C Private Capital Group, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.

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black diamond

Black Diamond

Category
Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

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Company
Employees

  • 500+
Revenue

  • $4.6 million
Founded

  • 1986
Ownership

-

Incorporated

  • United States of America
Locations

  • Windsor
  • Hong Kong
  • Dubai
  • Singapore
Top 5 Markets

  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong
Total AUM

  • $2.6 trillion
Avg. AUM per client

  • $1.2 billion

  • 500+

  • $4.633 million

  • 2003

  • Owned by a larger corporation

  • United States of America

  • Jacksonville
  • Florida
  • New York
  • San Francisco
  • California

  • United States of America

  • $1.9 trillion

  • $1.2 billion
Client
Focus

  • Single-family offices
Serves also

  • Individual wealth owners
  • Multi-family offices
Number

  • 18,000

  • Independent financial advisors

  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors

  • +1.800 firms
Product
Main tasks

  • Accounting
  • Consolidated reporting
  • Governance
  • Portfolio management
  • Data aggregation
Top features

  • Fully integrated, multi-currency portfolio management
  • Integrated reporting for multi-tiered ownership structures
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance

-

Whitelabel

Yes


  • Accounting
  • Consolidated reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (execution on platform)
  • Trading (orders only)
  • Data aggregation

  • User interface
  • End client experience (client portal)
  • Data quality/data integrity
  • Exceptional service model
  • Billing
  • Trading/rebalancing
  • Sophisticated report output
  • Business intelligence

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

  • RCI
  • SmartRIA

  • Yes
Technology
Type Of Software

  • SaaS
  • Serviced software
Security

-

Ecosystem

  • Microsoft
  • SAP
  • Java
  • Adobe
Integrations

-

Mobile App

No


  • Serviced Software
  • SaaS

  • SSO & MFA (Single Sign-on and Multi-Factor Authentication)
  • Encryption In-Transit and At-Rest
  • Vulnerability and Penetration Testing
  • Source Code Analysis
  • Data Integrity Validation
  • Multi-Layered Endpoint Protection
  • Network Security including Web Application Firewall and Intrusion
  • Detection Secure Document Vault
  • Access Control (Role Based Permissions with Principle of Least-Privilege)
  • Firm Configurable Security Settings
  • Security Awareness Program

  • Microsoft
  • Linux

  • More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
    1. – CRM: Salentica, Redtail, Salesforce
    2. – Trading & rebalancing: Redblack, Blaze, iRebal
    3. – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
    4. – Risk management: RCI, Hidden Levers
    5. – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
    6. – UMA/SMA: Adhesion, SMArtX

  • Yes
Simple solutions for complex times.