Future Capital, a registered investment advisor (RIA) based in Chattanooga, Tenn., is working with SS&C’s Black Diamond Wealth Platform on a technology integration effort intended to help advisors manage held-away retirement assets as part of an overall wealth management strategy, officials say. “Through this collaboration, Future Capital’s recently launched Construct platform will be integrated into… Read More >>
Canoe Extracts PDF Data for Black Diamond Clients
A partnership between SS&C Technologies and a cutting-edge, data capture vendor Canoe Intelligence will let Black Diamond Wealth Platform clients automate the digitization of their PDF reporting documents, creating actionable data that can be sent to institutional investors, allocators, and asset-servicing firms. SS&C Advent’s Black Diamond Platform is a portfolio management system and client reporting… Read More >>
Black Diamond Upgrades Links to Schwab’s Custodial Platform
SS&C Advent’s Black Diamond Wealth Platform is offering more digital access to the Schwab Advisor Center custodial platform via IT integration links that help end-users eliminate paper-based processes, save time, improve accuracy, and move faster toward digitizing their workflows, officials say. Schwab and SS&C’s Advent have been serving mutual clients “for more than 30 years,”… Read More >>
Black Diamond Adds Custodian Links to Ease Ops
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… Read More >>
SS&C Updates Black Diamond via Rebalancing Software
The latest version of the Black Diamond Wealth Platform, known as BD3, has been enhanced via integrated software that rebalances client data with the intended goal of freeing financial advisors from operational chores, say officials of SS&C Technologies Holdings, Inc., the maker of BD3, other financial services software and software-enabled solutions. The vendor released details… Read More >>
