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SS&C Introduces Black Diamond Investment Management Services to Streamline Advisor Operations

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SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) has launched Black Diamond Investment Management Services, a new suite of integrated capabilities designed to enhance portfolio management, trading, and client engagement for wealth management firms.The cloud-native SS&C Black Diamond® Wealth Platform is currently utilized by over 2,700 firms to address the complex requirements of modern advisors.”The introduction of Investment Management Services reinforces SS&C’s commitment to supporting advisors with flexible, powerful tools to improve client outcomes,” stated Steve Leivent, Senior V.P. and Co-General Manager of SS&C Wealth & Investment Technologies. “By embedding these capabilities into a single, unified platform, we enable advisors to allocate more time to client relationship building and less to operational tasks.”Key features of Black Diamond Investment Management Services include:Managed Account Services: A turnkey solution allowing advisors to outsource trading, rebalancing, and portfolio oversight directly from the Black Diamond platform. This workflow solution is powered by SS&C ALPS Advisors, providing access to expert-driven strategies and simplifying operational complexity to support firm scalability.Model Marketplace: Offers curated access to a wide selection of portfolio models from both SS&C ALPS Advisors and third-party managers, accommodating both proprietary and outsourced investment approaches.Proposal Generation: Provides automated and intuitive tools for constructing investment proposals, aiming to improve client communication and expedite onboarding processes.Human-Centered Investing: Features tailored household-level rebalancing and tax-aware optimization, designed to align portfolios with clients’ specific goals, constraints, and risk profiles.Dr. Forrest Bryant, CEO of High Speed Alliance, LLC, a registered investment advisor and a long-time user of the Black Diamond Wealth Platform, commented on the new offering: “Partnering with the team at SS&C has elevated the experience we’re able to deliver to our clients. The seamless integration, collaborative innovation and support, and turnkey access to model portfolios have simplified our operations and empowered us to scale with confidence.”SS&C Technologies, founded in 1986 and headquartered in Windsor, Connecticut, is a global provider of services and software for the financial services and healthcare industries. The company maintains offices worldwide, serving over 22,000 financial services and healthcare organizations.

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