Name
SS&C l Black Diamond
Firm Vision
SS&C Technologies’ unique business model combines end-to-end expertise across financial services operations with innovative software and solutions for the financial services industry.
Backed by the power of SS&C, the award-winning Black Diamond® Wealth Platform and Rendezvous streamline proposal generation and model assignment so that you can focus on your client relationships. Serving as the hub of a wealth management firm’s business, the cloud-native Black Diamond solution is designed to meet the complete business needs of advisory professionals and their clients. With Rendezvous, Black Diamond users have access to a fully integrated, turn-key solution that delivers modern, time-saving tools focused on the client experience and investment goals.
Backed by the power of SS&C, the award-winning Black Diamond® Wealth Platform and Rendezvous streamline proposal generation and model assignment so that you can focus on your client relationships. Serving as the hub of a wealth management firm’s business, the cloud-native Black Diamond solution is designed to meet the complete business needs of advisory professionals and their clients. With Rendezvous, Black Diamond users have access to a fully integrated, turn-key solution that delivers modern, time-saving tools focused on the client experience and investment goals.
Firm History
Since launching in 2005, the Black Diamond Wealth Platform has been at the forefront of cloud-based financial technology. Today, financial management firms leverage the platform to streamline operations, deliver business insights, and connect with prospects and clients to build long-lasting relationships.
Firm Leadership
The senior leadership team at SS&C Advent, a division of SS&C Technologies, represents world-renowned experience and expertise in award-winning software and services for the global investment management and financial technology industry.
Steve Leivent, SVP & Co-General Manager, SS&C Advent
Karen Geiger, SVP & Co-General Manager, SS&C Advent
Steve Leivent, SVP & Co-General Manager, SS&C Advent
Karen Geiger, SVP & Co-General Manager, SS&C Advent
Products / Services
Within Black Diamond and Rendezvous, advisors leverage cutting-edge solutions that drive success, such as:
•Comprehensive portfolio management
•Automated allocation and rebalancing workflows
•Robust Reporting
•Immersive Client Experience portal
•AI-driven client risk questionnaires
•Goals-based model recommendations
•Next-generation Rebalancer
•And much more
•Comprehensive portfolio management
•Automated allocation and rebalancing workflows
•Robust Reporting
•Immersive Client Experience portal
•AI-driven client risk questionnaires
•Goals-based model recommendations
•Next-generation Rebalancer
•And much more
Key Roadmap Deliverables
In 2023, our roadmap focuses on continuing to make Black Diamond the “Financial Life Hub” for our advisors’ clients. In short, we want to be the place an end investor goes to interact with their advisory team and review everything about their financial lives.
Key investment areas this year include:
•Continue to streamline the investement management process
•Financial planning
•Risk and compliance oversight
Key investment areas this year include:
•Continue to streamline the investement management process
•Financial planning
•Risk and compliance oversight
Attendee Partner #1 Picture
Attendee Partner #1 First and Last Names
Brian Justice
Attendee Partner #1 Phone Number
415-645-1211
Attendee Partner #1 Email
bjustice@sscinc.com
Attendee Partner #2 Picture
Attendee Partner #2 First and Last Names
Eric Hewitt
Attendee Partner #2 Email
eric.hewitt@sscinc.com
Attendee Partner #2 Phone Number
303.579.4895
Additional Content (Textual)
Black Diamond’s Key Differentiators:
1.Dedicated service model provides you with a representative who gets to know you and your business.
2.Intuitive, thoughtful design increases adoption rates while decreasing implementation and training times.
3.A data network that’s the most expansive in the industry.
4.Relationship-based pricing fits the unique needs of your firm.
5.Seamless handoff from Sales to Implementation to Service, reflects our commitment and dedication to you, your success, and our shared partnership.
1.Dedicated service model provides you with a representative who gets to know you and your business.
2.Intuitive, thoughtful design increases adoption rates while decreasing implementation and training times.
3.A data network that’s the most expansive in the industry.
4.Relationship-based pricing fits the unique needs of your firm.
5.Seamless handoff from Sales to Implementation to Service, reflects our commitment and dedication to you, your success, and our shared partnership.
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