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Jul 30, 2019

Don't miss these wealth management sessions at SS&C Deliver 2019

SS&C Deliver 2019 is less than two months away! Book your flight now, because we hope you join us September 17-19 at Gaylord Resort in Orlando, Florida.

Feb 14, 2019

The 2019 TD Ameritrade Institutional Conference

After stewing on it for several years, Tim Hockey, CEO of TD Ameritrade, boldly announced that the firm would not compete directly with RIAs for high net worth clients at the recently held TDA LINC conference in San Diego, CA.

Jan 10, 2019

Using model platforms to fuel scale and growth in your advisory business

The use of model marketplaces for portfolio management has exploded in recent years. Global investment management corporation, BlackRock, estimates that there is around $2.7 trillion invested across all types of investment models.

Jan 3, 2019

The year of the client experience

If there was one technology theme that sums up 2018, it was most certainly the client experience.

Nov 8, 2018

Technology: The differentiator for merger and acquisition success

Mergers and acquisitions (M&A) as a growth strategy is becoming increasingly popular. In fact, a recent wealthmanagement.com survey reported that within the next two years, nearly one in four advisors anticipates being a part of either a merger or acquisition.

Oct 29, 2018

All client portals are not alike

More than 25% of Americans say they’re “almost constantly” online and roughly three-quarters go online at least daily.[i] Not only are more people comfortable using technology, but they have come to expect the convenience it affords them in every aspect of their lives.

Oct 25, 2018

SS&C Marks Momentum for Black Diamond ahead of Schwab IMPACT

In 2018, Black Diamond Wealth Platform added 71 new firms that use Schwab Advisor Services. Today, Black Diamond has 600 clients that custody with Schwab. In total, more than 1,300 firms with $900 billion in AUA rely on Black Diamond as the cornerstone of their technology stack.

Oct 18, 2018

The future on display at SS&C Deliver

The technologists and business analysts from Black Diamond who work with over 1,300 top industry firms have been reading the tea leaves to provide a vision for what the advisory practice of tomorrow needs to look like. The good news is that much of the technology needed is available today.

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