Data Done Right
Data Done Right
Start your day with immediate access to accurate and up-to-date information.
Accurate and dynamic data allows you to operate efficiently and confidently. On your behalf, an expert team automatically performs daily data aggregation and reconciliation to the asset level.-
All-Inclusive
Extensive data comes from hundreds of sources such as direct custodian feeds, the Advent Custodial® Data network, and third-party account aggregators. At no additional cost, supplemental details are added such as prices, indexes, and ratings.
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Secure
The highest security standards are built into the platform and monitored by seasoned data and privacy professionals. Access is granted via multi-factor authentication, device registration, and permission controls.
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Reliable
Audit tools are used to identify changes, outliers, and discrepancies. Exceptions are then handled automatically so the platform contains quality data.
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Holistic
Alternative investment tracking enables you to add assets and pricing so the marketable data is reflected accurately in reporting.
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Transparent
Self-serve tools give you process awareness and the capability to analyze, monitor, and make necessary changes.
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SS&C’s Accord + Black Diamond Wealth Platform
Read NowBlack Diamond and SS&C Accord have revolutionized the alternative asset lifecycle and reporting process space, significantly reducing Black Diamond users’ time investment.
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Before undertaking our transition, one of our biggest concerns was the data conversion from our prior system. Black Diamond’s team lead us through a methodical process, resulting in a high-quality conversion. Their team is knowledgeable, thorough, and tireless in their efforts to help get it done. It was a successful, well-managed process, from start to finish.
Stephane Bouvel
CFP® Bouvel Investment Partners, LLC -
Product Brief
Learn MoreThe daily reconciliation process is thorough, timely, and focused on data quality.
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
