Connect with Tech

  • bussiness
    The Power of a Net Worth Statement

    Elevating Your Client Relationships in 2025

    Blog Post
    Bryan Klein – October, 31, 2024

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  • bussiness
    Unlocking the Power of APIs| How Black Diamond Transforms Financial Efficiency

    Explore how the Black Diamond API empowers financial firms to eliminate inefficiencies, streamline operations, and focus on building client relationships.

    Blog Post
    Shahyan Aly – October, 3, 2024

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  • bussiness
    Tech-Enabled Services | Upscaled Operations with Rendezvous Managed Accounts

    Simplify complex investments using personalized portfolio management.

    Blog Post
    Alexander Hagmeyer – September, 26, 2024

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  • bussiness
    The Future is Integrated | Building Blocks of a Modern Firm

    Why integrations are at the heart of the next wave of fintech innovation and customer engagement.

    Blog Post
    Justin Wayne – September, 12, 2024

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  • bussiness
    Personalized Support | How Black Diamond Keeps You Successful

    As an extension of your team, we provide unlimited daily support and proactively engage specialized Subject Matter Experts to optimize your use of our robust platform.

    Blog Post
    Jen Becher & Katie Terry – September, 5, 2024

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  • bussiness
    FIX Trading Efficiency and Risk Mitigation | The Black Diamond Rebalancer Advantage

    Empower your investment strategies with seamless FIX trading integration.

    Blog Post
    Torri Myles – August, 22, 2024

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  • bussiness
    Enhanced Client Conversations | Explore Black Diamond’s Reporting Flexibility Initiative

    Unveiling the vision behind Reporting Flexibility for modern-day Wealth Management.

    Blog Post
    Lan Ho – July, 23, 2024

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  • bussiness
    The Power to Connect Harmoniously | Streamlining and Standardizing Alternative Investment Data

    Aggregating, reconciling, and reporting alternative investments made easy with SS&C Accord and Black Diamond.

    Blog Post
    Jeff Cohen & Michael John Umbrino – May, 2, 2024

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  • bussiness
    Staying Ahead of the Curve with Holistic Compliance Oversight

    Introducing Black Diamond Digital Message Surveillance (DMS), where the complexities of managing highly regulated email, text, social media, and corporate communications meets simplified compliance. 

    Blog Post
    Ken Hall – April, 11, 2024

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  • bussiness
    From Idea to Investment | Generating Impactful Investment Proposals

    Learn how to stand out with a differentiated proposal generation process that captures your client’s attention.

    Blog Post
    Jerry Barrs – March, 28, 2024

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  • bussiness
    Revolutionizing Investor Onboarding for Wealth Management

    With the Black Diamond Wealth Platform, wealth managers can make strides toward creating an effective onboarding process.

    Blog Post
    Kyle Fleming – February, 29, 2024

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  • bussiness
    Delivering Wealth | The Heartbeat of Financial Services

    A glimpse into the future of wealth management with SS&C's Black Diamond Wealth Platform.

    Blog Post
    Kyle Fleming – January, 4, 2024

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  • bussiness
    Beyond the Numbers | A Year in Review and the Road Ahead for Black Diamond

    Strategic enhancements and an unwavering commitment to deliver client-centric solutions marked the Black Diamond team’s 2023 journey.

    Blog Post
    John Milne – December, 19, 2023

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  • bussiness
    Client-Centric Growth | How Black Diamond & Nitrogen Positively Impact Advisory Excellence

    Navigate lead generation, prospect engagement, client onboarding, implementation, and ongoing client servicing for a more efficient and scalable advisory practice.

    Blog Post
    Justin Wayne – December, 7, 2023

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  • bussiness
    Pursuing Relationship Alpha with SS&C Rendezvous

    Seeking areas of efficiency through proposal generation technology, model portfolios, and process allows advisors to systematize certain client management and acquisition procedures.

    Blog Post
    Alex Hagmeyer – October, 12, 2023

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  • bussiness
    From Cargo Containers to Code| Unpacking the World of Modern Software

    How various components and concepts drive the evolution of software systems.

    Blog Post
    Sean McAdams – September, 28, 2023

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  • bussiness
    Building a Better Tech Stack | Part II

    This blog is the second in a two-part series on blending technology solutions.

    Blog Post
    JD Goryl – September, 19, 2023

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  • bussiness
    Customization and Innovation: The Black Diamond Advantage for Independent Broker-Dealers

    Learn how IBDs leverage Black Diamond for customized client experiences.

    Blog Post
    Josh Kestner – August, 31, 2023

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  • bussiness
    Building a Better Tech Stack

    This blog is the first in a two-part series on blending technology solutions.

    Blog Post
    JD Goryl – August, 17, 2023

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  • bussiness
    Platform Adoption and Feature Utilization: How Black Diamond Serves the Family Office

    Black Diamond has the flexibility to adapt to the nuanced needs of different firm types.

    Blog Post
    Rob Allen & Joey Marchy – August, 10, 2023

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  • bussiness
    Balancing Control and Automation: Black Diamond's Journey to Meet Industry Demands

    Introducing firm-facing tools that provide greater control and flexibility.

    Blog Post
    Adam Anker & Leslie Martin – June, 8, 2023

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  • bussiness
    Balancing Release Cycles and Real-time Feedback

    How SS&C’s Black Diamond Wealth Platform maximizes client relationships for optimal product development.

    Blog Post
    John Milne – May, 18, 2023

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  • bussiness
    Enhance Your Portfolio Construction through the Model Marketplace

    Enhance portfolio construction and gain valuable insights.

    Blog Post
    Brian Barry – May, 11, 2023

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  • bussiness
    Mastering the Art of Digital Marketing: Key Strategies for Financial Advisors

    Learn how to market your firm’s advisory services with purpose and impact.

    Blog Post
    Kyle Fleming – April, 27, 2023

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  • bussiness
    Creating Meaningful Conversations: Black Diamond’s Group By Anything Initiative

    Empower advisors with the tools they need to present each unique client’s investment story.

    Blog Post
    Lan Ho – April, 13, 2023

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  • bussiness
    Today's Decisions Impact Tomorrow's Finances: Let Data And Reporting Tell The Story

    “Planning is bringing the future into the present so that you can do something about it.” -Alan Lakein

    Blog Post
    Mike Persin – March, 30, 2023

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  • bussiness
    The Importance of Mobile Technology in Financial Management

    Black Diamond continues prioritizing mobile app capabilities for advisors and investors to drive engagement.

    Blog Post
    Leslie Martin – March, 16, 2023

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  • bussiness
    Optimizing Your Firm’s Service Experience

    Black Diamond provides clients with an exceptional service experience from a trusted partner.

    Blog Post
    Katie Terry – February, 21, 2023

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  • bussiness
    Mapping the Road Ahead in 2023

    SS&C Black Diamond’s Core Platform Development Plan

    Blog Post
    Kyle Fleming – January, 19, 2023

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  • bussiness
    2022 Reflections: A Return to Normal

    How the Return to Normality Influenced Change for Our Clients

    Blog Post
    John Milne – December, 21, 2022

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  • bussiness
    SS&C Black Diamond’s Hack Week Competition

    Hack Week’s Top Three Award Winning Ideas

    Blog Post
    Ken Hall, Brandon Parks, Lauren Payton, Ty Downs – December, 8, 2022

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  • bussiness
    Streamline Results with the Right Self-Service Tool

    How SS&C’s black diamond self-service tools provide advisor efficiencies.

    Blog Post
    Kevin Ott – November, 17, 2022

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  • bussiness
    Simplify the Client Management Process with SS&C Black Diamond’s Client View Application

    Client View’s impact on advisors and their clients.

    Blog Post
    Carlo Yannuzzi – November, 3, 2022

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  • bussiness
    SS&C Black Diamond Wealth Platform: Financial Planning at Scale

    Financial planning offers a solution that focuses on driving advisor’s planning operations.

    Blog Post
    Michael Persin – October, 20, 2022

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  • bussiness
    Why an RMD Strategy Matters

    The right RMD strategy can drive meaningful change.

    Blog Post
    Bryan Klein – October, 6, 2022

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  • bussiness
    SS&C Black Diamond’s Platform Reporting: Holistic and Flexible for Each Client’s Need

    Creating client connection points via customizable reporting.

    Blog Post
    Lan Ho – September, 8, 2022

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  • bussiness
    Automated Testing Speeds Enhanced Technology Delivery to Clients

    Quality assurance’s role in SS&C’s Black Diamond Wealth Platform development process.

    Blog Post
    Traci Driggers – August, 25, 2022

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  • bussiness
    How Technology Analytics Determines Our Success

    The use of technology helps us understand the impact of the Black Diamond Wealth Platform.

    Blog Post
    Josh Bergen – August, 11, 2022

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  • bussiness
    Value Defined: Having the Right Tool for the Task

    The importance of advisor’s during current times.

    Blog Post
    John Milne – July, 28, 2022

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  • bussiness
    SS&C’s Black Diamond Wealth Platform – Product Operations

    Gain visibility into how the team leverages internal analytics.

    Blog Post
    Ken Hall – June, 30, 2022

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  • bussiness
    The Need for APIs in Today’s FinTech Space

    APIs: The key element for integration, maintenance, and automation.

    Blog Post
    Leah Stoney – June, 16, 2022

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  • bussiness
    Defining Data Excellence

    What data excellence means to Black Diamond.

    Blog Post
    Brandon Parks – June, 2, 2022

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  • bussiness
    The CRM Relationship

    The value of the CRM and its integration within SS&C’s Black Diamond Wealth Platform.

    Blog Post
    John Milne – May, 5, 2022

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  • bussiness
    Trusts and the Perception of Accessibility

    Why trusts need to be a part of your investors’ portfolio.

    Blog Post
    Michelle Greive – April, 7, 2022

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  • bussiness
    Compliance and the ESG Tie In

    Protecting investors to the best of our ability.

    Blog Post
    Shahyan Aly – March, 17, 2022

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  • bussiness
    Personalization: The Evolving Path of Wealth Management

    Customizing an investor’s portfolio requires the right financial tech solutions.

    Blog Post
    John Milne – March, 3, 2022

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  • bussiness
    Keeping Service at the Forefront

    Examining the Holistic Client Experience to Ensure Service Remains the Focus

    Blog Post
    Jen Becher & Katie Terry – February, 17, 2022

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  • bussiness
    Shifting Capacity Towards High-value Activities

    The Path Towards Reducing Repetitive Operational Work

    Blog Post
    John Milne – February, 3, 2022

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  • bussiness
    Looking Ahead Into 2022

    The Journey ahead for advisors & the SS&C Black Diamond Wealth Platform

    Blog Post
    Kyle Fleming – January, 20, 2022

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  • bussiness
    Platform Progress: A Recap of New Innovation Launched in 2021

    A year-in-review of product enhancements released within SS&C’s Black Diamond Wealth Platform to improve the advisor and client relationship.

    Blog Post
    Kyle Fleming – December, 16, 2021

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  • bussiness
    Monitoring and Rebalancing: Key maintenance tasks for end-of-year review

    Position clients for more successful outcomes by performing this year-end checklist.

    Blog Post
    Kyle Fleming – December, 2, 2021

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  • bussiness
    CRM: Powering an Outstanding Service Experience

    Always on, always available, and always moving your firm forward.

    Blog Post
    Leah Stoney – November, 9, 2021

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  • bussiness
    Off to a Great Start with Data Authorization

    Establishing a foundation for the future.

    Blog Post
    Katie Terry & Kassidy Kinkel – October, 28, 2021

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  • bussiness
    Client Relationships: The Heart of Your Advisory Practice

    Holistic client relationship encompass the past, present, and future.

    Blog Post
    Joey Marchy – October, 14, 2021

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  • bussiness
    A Tailored Approach to Technology Conversions

    Technology implementation designed to help advisory firms succeed.

    Blog Post
    Adam Anker & Bryan Brookman-Jones – August, 31, 2021

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  • bussiness
    Realizing ESG’s Full Potential in Wealth Management

    Environmental, social, and governance investing has proven to attract, retain, and serve the needs of today’s investors.

    Blog Post
    Karen Sears – August, 12, 2021

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  • bussiness
    Advisors, the New Conductors of Tech

    Orchestrating workflows with little effort. This is no-code automation, and it is very real.

    Blog Post
    Kyle Fleming – July, 21, 2021

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  • bussiness
    Insurance, Integrated

    A new experience makes it easy for advisors to leverage the first-ever integrated, commission-free insurance marketplace.

    Blog Post
    J.D. Goryl – June, 24, 2021

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  • bussiness
    Behind the Scenes with Data

    Many data sources, one platform.

    Blog Post
    Brandon Parks – April, 28, 2021

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  • bussiness
    ‘Tis the Tax Season

    By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.

    Blog Post
    John Milne – April, 1, 2021

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  • bussiness
    Tell Your Story with Client Reporting

    Providing the freedom and flexibility to write it your way.

    Blog Post
    Carlos Quintanilla – March, 11, 2021

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  • bussiness
    Seizing the Moment to Motivate Financial Wellness

    Now is the time to turn up financial wellness conversations.

    Blog Post
    John Milne – February, 25, 2021

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  • bussiness
    Ready for the Return

    Required minimum distributions are back.

    Blog Post
    John Milne – February, 16, 2021

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  • bussiness
    The Top Three Benefits of an Accounts Receivable Tool

    There’s a reason “cash is king.”

    Blog Post
    John Milne – January, 19, 2021

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  • bussiness
    This Year’s Innovations for Integrations

    Investment in integration means you get a seamless tech experience.

    Blog Post
    Justin Wayne – November, 19, 2020

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  • bussiness
    Task Complete: How a Client “To-Do” List Gets it Done

    The “to-do” list is not a new concept. But, placing one in the client portal is.

    Blog Post
    Kyle Fleming – November, 5, 2020

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  • bussiness
    Rebalancing: Art or Science?

    Maximizing return and minimizing risk while balancing instinctive client emotions.

    Blog Post
    John Milne – October, 21, 2020

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  • bussiness
    Maintaining High-Touch Client Communications in a High-Tech World

    While there is no replacement for face-to-face interactions, it has become apparent that technology can be effective at maintaining the personal touch that’s required to deliver an exceptional client experience.

    Blog Post
    Kyle Fleming – October, 8, 2020

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  • bussiness
    Client View Takes the Stage

    “Where advisors and clients connect.” That’s how many have come to know the Black Diamond® Wealth Platform. A solution that provides an award-winning client portal along with a comprehensive set of tools for you to streamline operations, manage financial lives, document communications, connect third-party products, and so much more.

    Blog Post
    Leslie Martin – September, 24, 2020

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Connecting the Dots of Your Practice so You Can Connect with Your Clients.