SS&C Technologies Holdings, Inc. announced that its SS&C Black Diamond Wealth Solutions has integrated with eMoney Advisor, a leading provider of financial planning software, enabling advisors to deliver personalized, data-driven financial planning without switching platforms.
The integration aims to provide a unified view of each client’s financial picture, allowing advisors to directly link multiple eMoney financial plans to a single Black Diamond relationship. This streamlining is intended to simplify daily operations, improve data consistency, and save valuable time for advisory firms.
Nearly 400 firms currently utilizing both Black Diamond and eMoney are expected to benefit from this enhanced integration. Key features include the ability to link multiple eMoney plans to a household within Black Diamond, client visibility controls to designate “Active” plans for display in the Client View and Client Experience Portal, and a unified advisor dashboard for filtering and sorting plans by relationship, goals, and probability of success. The setup process is designed to be streamlined, allowing immediate linking of plans using eMoney credentials.
Steve Leivent, Co-General Manager of SS&C Wealth & Investment Technologies, stated that the integration is “a game-changer for advisory firms relying on both Black Diamond and eMoney.” He added that the simplified advisor workflow “strengthens data consistency and supports deeper, more informed client conversations.”Kelly Reagan, CFP®, Vice President & Financial Planner at Girard, a Univest Wealth Division, commented, “The two-way eMoney integration with Black Diamond streamlines a key workflow — keeping financial plans current and consistent.” Reagan noted that the ability for team members and clients to connect multiple plans to one relationship within Black Diamond helps build deeper client relationships and strengthens every conversation.
Ricky Illigasch, V.
P., Product Management at eMoney, emphasized the company’s commitment to enabling seamless, collaborative planning experiences. He stated that the new two-way integration with Black Diamond aims to help firms unify their technology, reduce manual effort, and keep financial planning central to client relationships.
SS&C Black Diamond Wealth Solutions continues to focus on advisor-first innovation within its unified technology ecosystem. This two-way integration with eMoney is the latest in a series of enhancements to Black Diamond’s Financial Planning application and Client Portal, which features an ecosystem of integrations with third-party providers such as RightCapital, FutureCapital, and Morningstar Direct Advisory Suite.eMoney Advisor, LLC provides technology solutions and services for financial professionals, focusing on holistic financial planning. The company’s solutions are used by over 138,000 financial professionals serving more than 7 million households across the U.
S. to strengthen client relationships, streamline operations, and enhance business development.
SS&C Technologies Holdings, Inc. is a global provider of services and software for the financial services and healthcare industries. Established in 1986 and headquartered in Windsor, Connecticut, SS&C serves over 23,000 financial services and healthcare organizations worldwide with its expertise, scale, and technology.
