Transition from Morningstar Office to Black Diamond

blackdiamond.advent.com

Are You Ready to Transition to
SS&C's Black Diamond^® Wealth Platform?

We have developed a streamlined sales and data conversion process exclusively for Morningstar users.

The transition from Morningstar Office to Black Diamond has been designed with your needs in mind. Our teams have worked together to ensure a smooth migration process so you can continue delivering outstanding service to your clients without interruptions.

Here’s why advisors love Black Diamond:

An Engaging Client Experience: An intuitive portal and mobile app, complete with optional firm branding.
Data-Driven Insights: Real-time analytics and reporting for firms and advisors.
Effortless Compliance: Streamlined workflows to keep your operations on track.
On-Demand Data: This empowers you to access and extract critical data whenever you need it.

If you’re authorized to represent your firm, complete the form below, and a team member from Morningstar or Black Diamond will reach out shortly.