black-diamond-ssandc-advent
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Overview
Tagline Brand's website · 2026-10-04
An integrated, cloud-native platform offering comprehensive functionality from data aggregation to client experience, known for its powerful reporting and rebalancing capabilities, backed by the resources of SS&C.
Description Brand's website · 2026-10-04
Black Diamond, a part of SS&C Advent, provides a comprehensive, cloud-native wealth management platform for financial advisors, wealth managers, and family offices. It offers robust capabilities for portfolio management, performance reporting, rebalancing, and an interactive client experience.
Offerings
Core capabilities Brand's website · 2026-10-04
- Black Diamond Wealth Platform (includes portfolio management
- performance reporting
- rebalancing
- client portal
- and integrations).
Pricing Brand's website · 2026-10-04
Subscription-based (SaaS), typically tiered based on Assets Under Management (AUM) or number of accounts/users.
Audience
Target industry Brand's website · 2026-10-04
Registered Investment Advisors (RIAs), independent wealth managers, family offices, broker-dealers.
Landscape
Competitors Brand's website · 2026-10-04
- Orion Advisor Solutions
- Tamarac (eMoney Advisor)
- Addepar
- Schwab Performance Technologies (SPT)
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Claim black-diamond-ssandc-advent — free →Page last updated 2026-10-17.