Black Diamond Wealth Platform
Is this your brand? Claim it — free, and takes a minute with your work email.
Overview
Tagline Brand's website · 2026-10-04
Combines a premier cloud-native client experience with the massive scale and data-processing power of the SS&C Advent back-office engine.
Description Brand's website · 2026-10-04
The Black Diamond Wealth Platform is a cloud-based solution designed to meet the complex needs of modern wealth management firms. It provides independent advisors with portfolio management, reporting, client communication, and back-office outsourcing services. As a business unit of SS&C Advent, it integrates deeply with various financial custodians and third-party applications.
Offerings
Core capabilities Brand's website · 2026-10-04
- Portfolio Management
- Performance Reporting
- Client Experience Portal
- Rebalancing
- Outsourced Daily Reconciliation
Pricing Brand's website · 2026-10-04
Enterprise/Custom
Audience
Target industry Brand's website · 2026-10-04
Independent RIAs, Wealth Management Firms, Family Offices
Landscape
Competitors Brand's website · 2026-10-04
- Orion Advisor Tech
- Envestnet | Tamarac
- Addepar
- Morningstar Office
Is this your business?
The information above is publicly sourced — assembled by Optimly from Black Diamond Wealth Platform's website and public pages.
Claim this profile to publish your own verified Business Profile and speak for Black Diamond Wealth Platform across the index.
Claim Black Diamond Wealth Platform — free →Page last updated 2026-10-17.