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SS&C’s Black Diamond platform will offer IT links to TD Ameritrade, Schwab, Fidelity and Pershing.
The Black Diamond Wealth Platform is readying new integration options to the advisory platforms of custodian providers TD Ameritrade, Schwab, Fidelity and Pershing in an effort to ease the operational burden on investment advisors that need to streamline account openings and automate document delivery, officials say. Developers supporting the wealth management platform from SS&C Technologies...
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