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Mar 21, 2019

The 6th annual Black Diamond Wealth Platform executive forum

Every year, we like to bring together top clients for an executive discussion where we share the latest Black Diamond developments and gain valuable feedback from some of our power users.

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.

May 17, 2018

Building an Enduring Business at the Black Diamond Executive Forum

SS&C Advent’s Black Diamond Executive Forum has become a high profile destination on the advisor conference circuit and particularly for Black Diamond clients. Read on for highlights from this action-packed event.

Jun 20, 2017

The top 4 benefits of CRM software for financial advisors

Client relationships are the single most valuable asset of an advisory firm. They give the firm a sense of purpose and direction and without them, the business would cease to exist. In today’s ultra-competitive financial landscape, firms that develop and strengthen their client relationships will be the winners. When firms grow, their operations often become more complex and require coordination among different groups. Cloud-based CRM systems allow firms to grow with scale. ...

Oct 5, 2016

Black Diamond Named Leading Account Aggregation Technology

Last week the Black Diamond team joined over 400 attendees from 60 companies at the 2016 Wealthmanagement.com Industry Awards in New York City. Everyone there was vying for key recognition for their platforms, programs, technology, and products that help advisors better do their jobs for clients. With nearly 500 nominations to narrow down, the judging panel named 120 finalists from technology providers, asset managers, broker-dealers, custodians, compliance firms, financing companies, ...

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