# Black Diamond Wealth Platform

> 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-wealth-platform
- **Dataset:** https://optimly.ai/brand/black-diamond-wealth-platform.json
- **Markdown:** https://optimly.ai/brand/black-diamond-wealth-platform/llms.txt
- **Official website:** https://advent.com
- **Slug:** black-diamond-wealth-platform
- **Categories:** data-analytics-business-intelligence, erp, finance-accounting-software, sales-crm, vertical-industry-software

## Overview

- **Tagline:** Combines a premier cloud-native client experience with the massive scale and data-processing power of the SS&C Advent back-office engine.
Source: Brand's website (https://advent.com) · 2026-10-04

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

## Offerings

- **Core capabilities:**
  - Portfolio Management
  - Performance Reporting
  - Client Experience Portal
  - Rebalancing
  - Outsourced Daily Reconciliation
Source: Brand's website (https://advent.com) · 2026-10-04

- **Pricing:** Enterprise/Custom
Source: Brand's website (https://advent.com) · 2026-10-04

## Audience

- **Target industry:** Independent RIAs, Wealth Management Firms, Family Offices
Source: Brand's website (https://advent.com) · 2026-10-04

## Landscape

- **Competitors:**
  - Orion Advisor Tech
  - Envestnet | Tamarac
  - Addepar
  - Morningstar Office
Source: Brand's website (https://advent.com) · 2026-10-04

Page last updated 2026-10-17.