SS&C Technologies has announced the launch of SS&C Black Diamond Wealth Solutions, described as a unified platform that brings together its wealth suite and trust management capabilities in one place.
“SS&C Black Diamond Wealth Solutions gives firms a truly integrated experience without the friction of working across separate systems,” Steve Leivent, SS&C’s co-general manager of wealth and investment technologies, said in a statement.
Advisors can use the platform to manage the full client lifecycle from one ecosystem, Leivent added, benefiting from “seamless data flow, automated workflows, and enhanced insights.” The goal is to help wealth managers operate more efficiently, grow faster and deliver more personalized service at scale.
SS&C’s 800,000 active users will experience no disruption to their existing systems or support relationships, according to the announcement.
Capability enhancements include advanced portfolio management and reporting, an expanded suite of alternative investments, an advanced client portal and better business development via an improved client relationship management system. Other platform features include trust and retirement services, compliance support and deeper practice analytics.
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