Personalized Support | How Black Diamond Keeps You Successful

In today’s wealth management landscape, having the right support is just as important as having the right technology. The SS&C Black Diamond^® Wealth Platform team prioritizes personalized support. It serves as an extension of your team, delivering advanced tools along with the guidance and expertise you need to make the most of our robust platform. As we continue to innovate and expand our offerings, we empower advisory firms to focus on what truly matters—providing exceptional client service.

For example, we are constantly working to grow the platform and add complementary product integrations from across the SS&C ecosystem. The addition of SS&C Innovest in 2020 brought new capabilities for trust management and specialized Service Teams, also known as Xperience Teams, ensuring clients could receive expert support in this area.

Last year, we launched Black Diamond CRM, a comprehensive managed services solution to reduce advisors’ technology maintenance burden. By incorporating CRM capabilities into the Black Diamond platform, firms of all sizes can harness the power of leading enterprise CRM tools.

Already in 2024, we’ve combined Implementation Teams across products, and plan to further streamline implementation by aligning our processes. Looking ahead, we plan to add additional resources to simplify how our clients interact with subject matter experts. With the addition of several new products and the expansion of others in the coming months, access to domain expertise will become easier than ever before.

With all these tools under the same umbrella, advisors can scale their businesses faster and improve the level of service they provide their clients. Specifically, Black Diamond offers a range of service benefits, including:

• Dedicated Service Teams: Advisors have access to a dedicated service team that provides ongoing support tailored to their specific needs. This team assists with everything from platform setup to daily operational questions.
• Specialized Support Teams: Xperience teams interact with clients through daily requests, cases, training, and consultations. They are an integral part of specialized support in areas related to client and firm reporting, rebalancing and trading, integrations, investor portals, billing, complex setups, and more.
• Training and Educational Resources: The platform offers extensive training and educational resources to ensure advisors can fully leverage all features and functionalities. This includes webinars, on-site training, tutorials, and a comprehensive knowledge base.
• Flexible Implementation: Advisors can implement the Black Diamond Wealth Platform to align with their firm’s specific processes and workflows, ensuring the platform enhances rather than disrupts their operations.
• Continuous Improvement: We regularly update the platform using six-week release cycles based on advisor feedback, ensuring that the tools and services evolve to meet the changing needs of the wealth management industry.
• Proactive Client Support: Our team is dedicated to anticipating potential issues and providing solutions before they become problems.

“Our dedicated service team plays a consultative role, in addition to resolving any issues we may have. For example, if a change at one of our custodians will impact us, we hear about it from Black Diamond first. They can anticipate the alterations to our workflows and advise us of the best way to manage these changes because of their intimate familiarity with our service style and approach. As a result, that level of proactivity is critical, and we really appreciate having them on our team.”

— Brian Corcoran, Director of Operations and Trading | Beaumont Financial Partners

With Black Diamond, you gain more than a product—you gain a dedicated partner. Our elite blend of advanced technology and exceptional service ensures you’re supported from day one and through every stage of your firm’s journey.

To learn how the SS&C Black Diamond Wealth Platform can support your unique advisory business, take the next step. Request your personal demo, call 1-800-727-0605, or email info@advent.com today. Our team is here to support you on your journey to success.