{"name":"Black Diamond Wealth Platform","domain":"advent.com","url":"https://optimly.ai/brand/black-diamond-wealth-platform","is_claimed":false,"categories":["data-analytics-business-intelligence","erp","finance-accounting-software","sales-crm","vertical-industry-software"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Combines a premier cloud-native client experience with the massive scale and data-processing power of the SS&C Advent back-office engine.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://advent.com","updated_at":"2026-10-04T00:05:36.472000+00:00"},{"key":"description","label":"Description","shape":"text","content":"The Black Diamond Wealth Platform is a cloud-based solution designed to meet the complex needs of modern wealth management firms. It provides independent advisors with portfolio management, reporting, client communication, and back-office outsourcing services. As a business unit of SS&C Advent, it integrates deeply with various financial custodians and third-party applications.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://advent.com","updated_at":"2026-10-04T00:05:36.472000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Portfolio Management\nPerformance Reporting\nClient Experience Portal\nRebalancing\nOutsourced Daily Reconciliation","source_type":"1p_website","source_label":"Brand's website","source_url":"https://advent.com","updated_at":"2026-10-04T00:05:36.472000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Enterprise/Custom","source_type":"1p_website","source_label":"Brand's website","source_url":"https://advent.com","updated_at":"2026-10-04T00:05:36.472000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Independent RIAs, Wealth Management Firms, Family Offices","source_type":"1p_website","source_label":"Brand's website","source_url":"https://advent.com","updated_at":"2026-10-04T00:05:36.472000+00:00"}]},{"header":"Landscape","sections":[{"key":"competitors","label":"Competitors","shape":"links","content":[{"url":null,"name":"Orion Advisor Tech"},{"url":null,"name":"Envestnet | Tamarac"},{"url":null,"name":"Addepar"},{"url":null,"name":"Morningstar Office"}],"source_type":"1p_website","source_label":"Brand's website","source_url":"https://advent.com","updated_at":"2026-10-04T00:05:36.472000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:05:36.472000+00:00","last_changed_at":"2026-10-17T23:33:23.349012+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=2a4f17f6-5841-4765-a25a-731edd43c851"}