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

Choosing how to achieve our goals is just as important as defining them, with the journey requiring careful thought about the time, effort, and potential challenges one may face. The tools we choose can either simplify or complicate the process. Today, software-based solutions play a vital role in our personal and professional lives, helping us efficiently complete tasks. For financial advisors, the right technology isn’t just helpful – it's essential for guiding clients toward the most successful outcomes.

Boost Advisor Efficiency with Black Diamond^® Rebalancer and FIX Protocol

SS&C's Black Diamond Wealth Platform is at the forefront of providing advisors with the tools they need to excel.

• For example, the Black Diamond Rebalancer enables advisors to implement investment strategies efficiently and accurately.
• It integrates with brokers and broker-dealers via Financial Information eXchange (FIX) protocols, facilitating real-time communication of order details for eligible securities.

FIX Protocol Communication acts like a direct hotline to your broker's trading desk, providing instant updates and ensuring timely, precise decisions.

• This integration eliminates manual order entry by systematically generating order information from the advisor’s investment strategy.
• Advisors can also manually enter orders, choosing to submit them immediately or group them into blocks for later submission.

Order Review and Management are streamlined with the Black Diamond Rebalancer.

• Advisors can quickly review relevant order information before submission and receive timely notifications for significant client accounts or order events.
• Adjustments can be made quickly and seamlessly through an intuitive user interface.

Order Execution and Record-Keeping are managed efficiently through the Black Diamond interface.

• Continuous status updates and detailed order information are provided throughout the trade execution process.
• Comprehensive records of all trades are kept, simplifying review and retrieval of information.

Seamless Trade Execution and Adaptive FIX Integration with Black Diamond

Advisors can also access all relevant order information directly within Black Diamond, allowing for streamlined order review and trade execution without needing to leave the platform. At every step, advisors maintain clear and precise control over their processes. As investment strategies evolve, Black Diamond's approach to FIX trading adapts accordingly, prioritizing an efficient and controlled order entry experience. Continuous improvement is guided by industry best practices and valuable user feedback, ensuring that our platform meets the highest standards of excellence.

With Black Diamond Rebalancer, advisors have the tools to elevate their business. Its advanced features and streamlined workflows illustrate how SS&C supports advisory firms in delivering comprehensive wealth management solutions.

To learn how the SS&C Black Diamond Wealth Platform can support your unique advisory business, request your personal demo, call 1-800-727-0605, or email info@advent.com.