SS&C Black Diamond Wealth Solutions

Key features

• Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem.
• Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies.
• Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault).
• Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
• Business Intelligence & Billing tools offering practice analytics and revenue management, powered by centralized data aggregation, reconciliation and configurable billing workflows.
• Compliance & Surveillance solution supporting regulatory compliance and monitoring with rules-based testing, surveillance and centralized case and evidence management.
• Alternative Investments Servicing tracks and reports more than 100,000 alternative investment positions, blends alternatives with custodial accounts and can pair with SS&C Accord for AI-powered document and data processing.
• Trust Services deliver real-time trust accounting and reporting plus trading and portfolio management functions, cash management and reconciliation, custody processing, income and corporate action processing, client reporting and paying agent services.
• Unique Assets capabilities provide specialized accounting and operations for hard-to-value assets that integrate with trust accounting systems and wealth workflows.
• Built to support complex multi-entity and multi-currency portfolios across trust and wealth structures, including retirement and benefits payment workflows.
• Black Diamond API platform exposes RESTful real-time and batch APIs documented with OpenAPI, using JSON payloads and honoring user entitlements.
• API authentication is based on OAuth 2.0, including a Resource Owner Password Credentials grant flow for programmatic access.
• Batch API delivers large scheduled exports as compressed JSON bundles and supports webhook callbacks when batch jobs finish so integrators do not need to poll.
• Extensive integrations and multi-custodial connectivity allow firms to consolidate custodial, trust and third‑party data into Black Diamond for portfolio management, reporting, accounting and billing.
• Custodial and platform integrations can feed account, position, transaction and tax-lot data into Black Diamond for downstream portfolio and reporting workflows.

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