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Black Diamond Adds Custodian Links to Ease Ops

June 21, 2019 by Eugene Grygo

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 >>

Filed Under: Derivatives Operations, Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Governance, FinTech Trends, Back-Office, Integration, Standards, Performance Measurement, KYC, AML/Fraud/Financial Crime, Regulation & Compliance, Derivatives, Regulatory Compliance, Regulatory Reporting, Industry News Tagged With: Black Diamond Wealth Platform, custodian, Data Integration, document delivery, John Connor, Jon Patullo, SS&C Technologies, workflow integrations

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