Product Brief

Streamline Your Wealth Management Firm’s Success with SS&C

SS&C Technologies offers a distinctive business model that merges extensive expertise in financial services operations with cutting-edge software solutions.

At the core of SS&C's wealth management offering is the SS&C Black Diamond^® Wealth Platform—an award-winning, cloud-native solution designed to meet the evolving needs of wealth management professionals and their clients. This robust platform provides various features, including advanced performance reporting, portfolio rebalancing, and a user-friendly client portal, all integrated with intelligent systems. Whether you're a boutique firm or a large enterprise, Black Diamond adapts to your unique structure, enhancing operational efficiency and fostering meaningful client relationships.

The SS&C difference is about more than just technology; it’s about a partnership committed to your success. With a dedicated service team that truly understands your specific requirements, we don't just deliver solutions; we co-create them with you, tailoring them to your firm's goals.

Our intuitive tools are designed to enhance client adoption, ensuring that you meet and exceed client expectations in today’s competitive landscape. Join us in redefining wealth management—because your success is our mission.