February 1, 2017
 
 
SS&C ADVENT
 
 

Black Diamond Year In Review

Thank you for your continued commitment to SS&C Advent in 2016. As an organization, we are focused on solutions and services that meet the significant market and technology evolutions that we all experience. In the past year, we’ve invested in our people and our solutions, and as part of the broader SS&C family can share ideas and solutions broader than before. We ended 2016 with great progress and momentum.

Within the Black Diamond® team, we understand that advisors are dealing with a fast-changing landscape – from demographics to regulatory to financial technology – we are always a step ahead to provide the technology and tools they need to manage the complete wealth picture for clients and manage their businesses. Learn more about Black Diamond’s vision in a special blog post by SS&C Advent’s Co-General Manager Dave Welling.

To support this vision, we’ve made investments in features and tools that support your client conversations and efficiency in your office. In 2016, new capabilities included:

  • Enhanced reporting with new reporting engine and reports builder tool. More details and steps for activation coming soon.

  • Flexible net worth reporting with investor-driven account aggregation

  • Instant firm-wide insight with firm reporting and Business Intelligence tools

  • Expansion of our vision for deep, two-way integration to drive operational efficiency with platform partners for financial planning (Advizr), risk metrics (Riskalyze), and CRM (Salentica) needs

  • Easier navigation with a better organized and more intuitive user interface

Black Diamond now has the honor of serving close to 1,000 advisory firms who advise on more than $535 billion in assets, $170 billion added in 2016 alone. We take our role in supporting the data of more than 1 million accounts on Black Diamond seriously.

Finally, we are committed and excited to support your business. In 2016, we added 16 more people to our service team to ensure you always receive the level of service you deserve.

Learn more about each of the new capabilities mentioned above by contacting your Black Diamond representative today.

In 2017, we look forward to continued partnership with you. We have a diverse and detailed roadmap to extend how we provide tools to support your client conversations, features that help you scale and gain time, and insight about your business. We look forward to seeing you at SS&C Deliver in Chicago this September or another event during the year.