Black Diamond Wealth Platform

United States of America

Technology Providers

SS&C's Black Diamond Wealth Platform offers family offices a fully-integrated cloud-native solution with customizable and robust household performance reporting, alternative data aggregation, and an immersive client portal.

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About Black Diamond Wealth Platform

The SS&C Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies.

An award-winning, cloud-native solution, Black Diamond is designed to manage unique and complex portfolios for family offices and their high-net-worth clients. Complete with customizable and robust household performance reporting, alternative data aggregation, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. In addition, proactive, personalized attention from a dedicated service team ensures family offices can focus on high-value clients with exceptional service.

Financial management firms of all sizes and structures leverage Black Diamond’s flexibility, infrastructure, and power to streamline operations, deliver business insights, and connect with prospects and clients to build long-lasting relationships.

More Details

Attribute	Details
Categories	Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
Features	Ability to Whitelabel, Custom Development Service, Custom Reports, Mobile App
Target Segments	Multi-family office, Single-family office

What Black Diamond Wealth Platform’s clients say

“The whole process was very hands-on and led efficiently. We’ve also been growing through acquisitions, and being able to onboard new firms onto Black Diamond has been a smooth and close to seamless process. We really believe Black Diamond is the go-to resource for family offices.”

Christopher Fagley, , COO, Forbes Family Trust