Committed to Your Success
SS&C Black Diamond Wealth Solutions is more than a wealth tech provider. We serve as strategic partners, shaping the future of your operations through innovative technology and dedicated collaboration.
Culture of Service
Service-first mindset is reflected in action across the teams.
Complete Coverage
End-to-end support across all Black Diamond solutions.
60%+ of the Black Diamond Team is Dedicated to Support Services
Unlock Your Business Potential
Streamline operations, automate complex workflows, and deliver actionable insights for sustainable growth.
Strategic Foundation
Building a Strong Foundation for Success
Purpose-built for your firm. We simplify complex transitions and ensure operational excellence from day one.
- - Comprehensive needs assessment
- - Custom configuration tailored to your unique workflows
- - Secure and accurate data migration
- - Personalized training paths
Proactive Service Team
Integrated Into Your Operations
Support that feels like an extension of your staff. Our service model isn't transactional – It's transformational.
- - Expert guidance across your Black Diamond systems
- - Multi-channel responsive support
- - Feedback-driven product enhancements
Ongoing Education
Empowering Growth Through Learning
Technology and industry trends evolve, and so should your team’s knowledge.
- - Interactive virtual and in-person workshops
- - On-demand, contextual learning resources
- - Exclusive insights from industry leaders
- - Adaptive training for all expertise levels
Professional Services
Designed Distinctly for You
Custom development, legacy system integration, and more. We bring your custom projects to life.
- - Strategic consulting to maximize outcomes and manage costs
- - Custom feature and advanced workflow development
- - Legacy system integration
How Our Approach Makes a Difference
I am so impressed with the level of support from Black Diamond. They do an outstanding job of answering questions, knowing the platform intimately, and always being incredibly responsive.
Padilla Wealth Management
The Black Diamond Implementation team delivered on a very difficult data project, getting years of performance rebuilt. The entire transition was well coordinated and expectations well communicated.
TEN Capital Wealth Advisors
When comparing software vendors, it’s important to find a company that is investing time and resources in making the product better. The team at Black Diamond has done a great job of listening to users to continuously improve the platform. I’m always excited to hear what new features they have in the works.
McRae Capital Management
Deliver Excellence at Every Corner of Your Business
