Imagine entering every client meeting with confidence, knowing your data is clean, connected, and ready. That’s how it should be.

Advisory firms may look different, whether multi-generational planners, retirement specialists, solo shops, or national enterprises, but they all share a common need: technology that works for their business.

This philosophy drives SS&C Black Diamond Wealth Solutions, a flexible, integrated platform designed to adapt to your firm’s people, processes, and clients. While many platforms require firms to adjust their business around software, Black Diamond meets your firm where it is and supports forward progress.

Tailored Tools for Every Role
Whether your team has five users or five hundred, Black Diamond delivers tailored, role-based tools. Every user sees only the data and workflows they need: traders view trade queues, advisors see their managed households, and partners see firm-wide revenue. With one login, each team member gains insights tailored to their specific responsibilities.

Each firm can configure Roles and Client Profiles to align with its business model. Administrators can tailor access and permission directly, without needing computer science degrees and without waiting for IT tickets. You can start simple and scale up as growth demands it.

Real-World Customization
Firms nationwide use Black Diamond in creative ways that extend beyond standard offerings.

• One firm tracks insurance policies and other non-traditional assets by creating investor manual accounts, providing clients with a more comprehensive picture of their net worth.

• Another uses custom fields in PDF reports to display beneficiary breakdowns, streamlining estate planning conversations.

• Marketing-forward advisors embed branded content via external links in the client portal, turning landing pages into strategic touchpoints.

• Some firms grant limited-time access to accountants or estate planners through temporary logins, fostering collaboration while maintaining security.

These examples demonstrate how Black Diamond enables firms to tailor the platform to their specific needs, rather than the other way around.

Scalable Personalization
Growth doesn’t have to dilute the client experience. Tools like Timeline provide a chronological view of communications, giving advisors quick context before every meeting. Tasks streamline collaboration by assigning, tracking, and managing follow-ups across the team.

The mobile app keeps advisors connected on the go, while custom widgets shape each client portal with personalized charts, highlights, and resources.

Need to identify clients over 70 for annual reviews? Segment by age. Want to flag households with more than $10M AUM? Done. Personalized service scales seamlessly, without sacrificing quality or attention.

Data at the Core
Within Black Diamond, data accuracy is key. Daily reconciliation rules allow firms to determine how data is presented in reports. Scaling these steps cuts noise and keeps your info up to date. With clean data, customizable balance sheets, reports, and dashboards, you show clients that your information is both accurate and useful.

This transparency builds trust. When clients ask tough questions about allocations, goals, performance, or risk, advisors can answer confidently, knowing the supplied data aligns with what clients see in the portal.

From Vision to Proposal
Seamlessly integrated within the Black Diamond Model Marketplace, the Proposal Generation tool empowers advisors to create personalized, professional investment proposals in just minutes, using real-time data.

Advisors can model asset allocations and customize recommendations to suit client goals, risk tolerance, and time horizons. They can leverage institutional-quality, low-cost ETF models directly from the marketplace or plug in their own custom-built models for a personalized touch.

A Platform That Grows with You
Whether onboarding a new advisor or scaling across multiple offices, Black Diamond grows with your firm.

• Family offices consolidate complex portfolios

• Broker-dealers use centralized oversight for consistency

• Trust companies integrate back-office accounting to deliver modern fiduciary experiences

Black Diamond connects with the broader tech ecosystem, integrating CRM, planning tools, and custodians for effortless data flow and communication. Unlike closed systems, it builds a best-of-breed technology stack that works together seamlessly.

Wherever you are, or wherever you’re headed, Black Diamond evolves with your business.