{"name":"black-diamond-ssandc-advent","domain":"black-diamond-ssandc-advent.com","url":"https://optimly.ai/brand/black-diamond-ssandc-advent","is_claimed":false,"categories":["data-analytics-business-intelligence","finance-accounting-software"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://black-diamond-ssandc-advent.com","updated_at":"2026-10-04T00:04:15.876000+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://black-diamond-ssandc-advent.com","updated_at":"2026-10-04T00:04:15.876000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Black Diamond Wealth Platform (includes portfolio management\nperformance reporting\nrebalancing\nclient portal\nand integrations).","source_type":"1p_website","source_label":"Brand's website","source_url":"https://black-diamond-ssandc-advent.com","updated_at":"2026-10-04T00:04:15.876000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Subscription-based (SaaS), typically tiered based on Assets Under Management (AUM) or number of accounts/users.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://black-diamond-ssandc-advent.com","updated_at":"2026-10-04T00:04:15.876000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Registered Investment Advisors (RIAs), independent wealth managers, family offices, broker-dealers.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://black-diamond-ssandc-advent.com","updated_at":"2026-10-04T00:04:15.876000+00:00"}]},{"header":"Landscape","sections":[{"key":"competitors","label":"Competitors","shape":"links","content":[{"url":null,"name":"Orion Advisor Solutions"},{"url":null,"name":"Tamarac (eMoney Advisor)"},{"url":null,"name":"Addepar"},{"url":null,"name":"Schwab Performance Technologies (SPT)"}],"source_type":"1p_website","source_label":"Brand's website","source_url":"https://black-diamond-ssandc-advent.com","updated_at":"2026-10-04T00:04:15.876000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:04:15.876000+00:00","last_changed_at":"2026-10-17T23:35:31.486379+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=487d983b-f30e-47cb-9bb7-0a7b1b7f667d"}