SS&C Family Office Services vs Black Diamond Comparison

You are looking for alternatives to SS&C Family Office Services. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

SS&C Family Office Services

Consolidated Reporting

America's SS&C Family Office Services, 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.

Black Diamond Wealth Platform

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.

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

Technology

Type Of Software

SaaS
Serviced software

Security

Ecosystem

Microsoft
SAP
Java
Adobe

Integrations

Mobile App

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

In the media

Simple solutions for complex times.

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SS&C Family Office Services vs Black Diamond Comparison

You are looking for alternatives to SS&C Family Office Services. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys