Portfolio Solutions® relies on Black Diamond® Wealth Platform to build great client relationships
By: Tim Welsh
Portfolio Solutions, which serves more than 600 clients and represents almost $1.5 billion* in assets under management across 1,300 portfolios, uses the Black Diamond wealth platform from SS&C Advent to build a dynamic, growth-oriented business.
Portfolio Solutions believes in providing quality service and building solid relationships with its customers; it achieves this with the industry’s best technology. “We believe that clients are best served with a long-term investing approach using globally diversified portfolios and disciplined rebalancing,” says Brad Cox, trading operations manager at Portfolio Solutions.
To manage its large number of client portfolios, Portfolio Solutions relies on Black Diamond as its core portfolio management platform, along with seamlessly integrated complementary systems.
“This comprehensive, integrated approach is key for our advisors,” says Tony Watson, CIO at Portfolio Solutions. “Black Diamond has such ease of use and provides ‘one stop shopping.’ Our team can spend more time serving clients and building relationships, which is our core value-add.”
Black Diamond provides portfolio management, rebalancing, a tailored investor experience (client portal, vault, and communications tools), billing, and data mining, all in a holistic, cloud-based solution. Clients also have access to an integration network and custodial data.
Both Watson and Cox appreciate the report building tools in Black Diamond, as well as the award-winning client portal. “Being able to effectively communicate our investment philosophy and approach requires the latest technologies. Through our integrated back-office, both advisors and clients enjoy clear, transparent reporting and access to information through Black Diamond.”
“Our brand strategy is also well supported by Black Diamond, with its white label capabilities providing a seamless experience for our clients.”
To learn more about how the Black Diamond wealth platform can help you provide the best possible service to your clients, contact firstname.lastname@example.org.