Stay Focused on Business Realities.

Stay Focused on Business Realities.

Review actionable insights to make critical decisions and solve for regulatory challenges.
With nuanced and reliable data, you can easily take the pulse of your business or review virtually any data point for customer reporting or compliance oversight.
  • Business Insights

    Data focused on key metrics to quickly assess your current business, identify trends and outliers, and examine the finer details of both advisor performance and your client relationships.

  • Compliance Oversight

    Data Mining, Monitor Dashboard, and Business Intelligence features provide different views that not only proactively monitor a book of business, but also detect anomalies that require investigation.

  • Compliance-Ready Formats

    Custom or prebuilt query templates can be scheduled and automatically shared to provide instant access to the data you and your compliance officer need.

  • Practical Permissions

    You define firm-wide access levels to securely control platform usability, making oversight manageable.

  • Black Diamond Digital Message Surveillance (DMS) Product Brief

    A connected view of advisor-investor conversations incorporating the investors’ transaction history, holdings, and a full account view, in one place.

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  • Product Brief

    Gain access to tools and services that enable you to effectively manage your oversite initiatives.

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  • Black Diamond + RCI Product Brief: Delivering Compliance Confidence

    The award-winning combination of SS&C's Black Diamond and Risk & Compliance Intelligence Platform (RCI) seamlessly connect to provide an accurate and automated oversight experience.

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

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