WHY BLACK DIAMOND

Build with Black Diamond
Wealth Solutions

Grow and sustain with a single, strong, and durable foundation.

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Complete, Single-Source Solution

Break down product silos and streamline operations across wealth and investment management.
837K Active Users
Across firms leveraging CRM, portfolio management, investment management, oversight, and trust solutions.
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Tailored Configurations

Adapt the experience and create workflows that fit your business’s unique needs and goals.
$3.6T+ AUM
Financial firms of all sizes count on Black Diamond to help run their business.
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Unified
Support

Enjoy exceptional service for all your users across every solution.
8.2 Net Promoter Score
Clients rank us among the best in customer satisfaction.
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Reliable
Foundation

Count on SS&C Technologies – a global leader in financial services innovation.
Over $15B
Invested in research, development, and acquisitions since 2012.
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SS&C BLACK DIAMOND WEALTH SOLUTIONS
Where Every Corner of Your Firm Connects

Align every aspect of your practice for the stability and support you need to reach new heights.

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AlternativeAssetServicing ClientExperience &Communications Trading &Rebalancing Business Intelligence & Research Billing &RevenueManagement ClientRelationshipManagement(CRM) InvestmentManagementServices Trust &Retirement Compliance DataAggregation& Accounting PortfolioManagement& Reporting

BLACK DIAMOND INSIGHTS

Industry Trends, Helpful
Resources, and Proven Solutions

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Blog Post

The Personal Touch Still Wins

As an RIA grows, it needs to rethink operations to deliver personalization at scale.
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Podcast

Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead

In this year-end episode of Tech It Up, we reflect on the key milestones that shaped 2025 for Black Diamond Wealth Solutions.
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Brochure

The Cornerstone of a Successful Business

Learn how you can grow your firm, your way, with a solid foundation of reliable technology and exceptional support.
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Who We Serve

Tailor Made for Every Practice

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RIAs

Focus on growth while we handle the tech.
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Breakaway Advisors

Launch your independent practice seamlessly.
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Broker-Dealers

Attract top talent with cutting-edge technology.
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Family Offices

Bring complex financial pictures to life.
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Banks & Trust Companies

Streamline multi-entity management with ease.
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Asset Managers

Improve client reporting and performance analysis.
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Retirement Service Providers

Consolidate and automate operations to create scale.
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Foundations

Build a technology blueprint that puts you in control.
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Join the 3,000+ firms that rely on Black Diamond Wealth Solutions.

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Learn More Get Started
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Awards

Excellence Recognized

Wealth Tech Americas Award
Family Wealth Report
WM Industry
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Deliver Excellence at Every Corner of Your Business

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