# black-diamond-ssandc-advent

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/black-diamond-ssandc-advent
- **Dataset:** https://optimly.ai/brand/black-diamond-ssandc-advent.json
- **Markdown:** https://optimly.ai/brand/black-diamond-ssandc-advent/llms.txt
- **Official website:** https://black-diamond-ssandc-advent.com
- **Slug:** black-diamond-ssandc-advent
- **Categories:** data-analytics-business-intelligence, finance-accounting-software

## Overview

- **Tagline:** 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: Brand's website (https://black-diamond-ssandc-advent.com) · 2026-10-04

- **Description:** 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: Brand's website (https://black-diamond-ssandc-advent.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Black Diamond Wealth Platform (includes portfolio management
  - performance reporting
  - rebalancing
  - client portal
  - and integrations).
Source: Brand's website (https://black-diamond-ssandc-advent.com) · 2026-10-04

- **Pricing:** Subscription-based (SaaS), typically tiered based on Assets Under Management (AUM) or number of accounts/users.
Source: Brand's website (https://black-diamond-ssandc-advent.com) · 2026-10-04

## Audience

- **Target industry:** Registered Investment Advisors (RIAs), independent wealth managers, family offices, broker-dealers.
Source: Brand's website (https://black-diamond-ssandc-advent.com) · 2026-10-04

## Landscape

- **Competitors:**
  - Orion Advisor Solutions
  - Tamarac (eMoney Advisor)
  - Addepar
  - Schwab Performance Technologies (SPT)
Source: Brand's website (https://black-diamond-ssandc-advent.com) · 2026-10-04

Page last updated 2026-10-17.