Partners

 

The Black Diamond Wealth Platform is one of SS&C Advent’s leading investment and financial technology solutions providing innovative capabilities to advisors and wealth managers.

A holistic, cloud-based platform, Black Diamond allows you to manage your client’s complete wealth picture. From dynamic portfolio management and reporting to customizable client communications, trade rebalancing, billing and more, Black Diamond is a complete solution for your firm’s wealth management needs.

 

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.

 

Fidelity Clearing and Custody Solutions (FCCS) provides a comprehensive clearing & custody platform, brokerage services, trading capabilities & practice management & consulting to registered investment advisors, including strategic acquirers & professional asset managers, retirement recordkeepers, broker-dealer firms, bank & insurance companies. FCCS’ goal is to help ensure clients that they’ll be future-ready by offering knowledgeable consulting, exceptional people & transformative technology.