In the News

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    Pontera Announces Integration with SS&C’s Advent Custodial Data® Network to Help Advisors Manage Clients’ Retirement Assets

    Pontera, the fintech company that enables financial advisors to trade and manage retirement assets in a secure and compliant manner, today announced an integration with SS&C’s Advent Custodial Data® network.

    Press Release
    NEW YORK, NY – April, 28, 2022

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    SS&C Announces Collaboration with Morningstar Sustainalytics to Expand Access to ESG Research, Data, and Analytics

    SS&C announced it will integrate Sustainalytics' ESG data into SS&C Advent platforms to power portfolio management and analytics workflows for its global client base. Morningstar Sustainalytics is a leading global provider of ESG research, ratings and data.

    Press Release
    WINDSOR, CT – April, 27, 2022

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    YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

    YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Orion Advisor Technology, Redtail and SS&C Black Diamond® Wealth Platform.

    Press Release
    CHICAGO, IL – December, 9, 2021

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    Smartleaf Inc. Announces Integration with SS&C Technologies’ Black Diamond Wealth Platform

    Smartleaf, Inc. today announced an integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration enables advisors to efficiently and compliantly provide investors with unified managed accounts (UMAs) and unified managed households (UMHs) with market-leading portfolio customization and tax management.

    Press Release
    BOSTON, MA – September, 9, 2021

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    DPL Financial Partners and SS&C Go Live With Insurance Marketplace for Advisors

    DPL Financial Partners ("DPL"), the leading turnkey insurance platform for registered investment advisors ("RIAs"), and SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) announced the official launch of the SS&C Advent Insurance Marketplace Powered by DPL.

    Press Release
    LOUISVILLE, KY – August, 10, 2021

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    SMArtX Advisory Solutions Expands Partnership with SS&C's Black Diamond Wealth Platform

    SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), today announced further expansion of its partnership with SS&C's Black Diamond® Wealth Platform.

    Press Release
    WEST PALM BEACH, Fl – August, 3, 2021

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    Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Diversified Trust, a leading wealth management firm with $7.5 billion in assets under management, has selected SS&C as fund administrator for its private equity fund of funds platform.

    Press Release
    WINDSOR, CT – May, 24, 2021

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    Andes Wealth Technologies Announces Integration with SS&C’s Black Diamond Wealth Platform

    Through this integration, Black Diamond clients can seamlessly connect Black Diamond to the Andes Total Onboarding platform data, including risk tolerance, client profiling, portfolio visualization and Investment Policy Statement (IPS).

    Press Release
    – March, 1, 2021

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    Wealthcare Announces Integration with SS&C's Black Diamond Wealth Platform

    New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution.

    Press Release
    WEST CHESTER, PA – October, 28, 2020

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    SS&C Announces SS&C Advent Insurance Marketplace

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide range of fee-only insurance solutions.

    Press Release
    WINDSOR, CT – September, 29, 2020

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    Yourefolio™ Announces Integration with SS&C's Black Diamond® Wealth Platform

    Yourefolio™, a leader in estate and legacy planning software, today announced an integration with SS&C Advent's Black Diamond® Wealth Platform to enhance an advisor's estate and legacy planning experience.

    Press Release
    Cleveland, OH – August, 28, 2020

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    SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced new integrations for SS&C Advent's Black Diamond Wealth Platform with Schwab (NYSE: SCHW) Advisor Center®. These integrations provide users of Schwab's custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.

    Press Release
    Windsor, CT – August, 10, 2020

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    Canoe Intelligence and SS&C Integrate to Streamline Alternative Investment Workflows

    Canoe Intelligence (""Canoe""), a financial technology company focused on improving alternative investment operations for wealth managers, institutional investors, capital allocators and asset servicing firms, today announced a new integration with SS&C Technologies.

    Press Release
    New York, NY – July, 7, 2020

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    SS&C Promotes Two Executives

    Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent.

    Press Release
    Windsor, CT – July, 1, 2020

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    Act Analytics and Black Diamond Announce ESG Technology Integration

    Act Analytics, an innovative ESG-based investment analytics technology platform, today announced a new technology integration with SS&C Advent’s Black Diamond® Wealth Platform to help advisors better manage Environmental, Social and Governance (ESG) portfolios for their clients.

    Press Release
    Toronto, CA – June, 9, 2020

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    Asset-Map Announces Integration with Black Diamond

    Asset-Map, a Philadelphia-based financial technology company, today announced a new integration with SS&C Advent’s Black Diamond® Wealth Platform to streamline productivity for advisors using each platform and simplify the transfer of data to Asset-Map.

    Press Release
    Philadelphia, PA – January, 8, 2020

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    Allianz Life Partners With SS&C’s Black Diamond Wealth Platform

    Real-time allianz life annuity information now appears in the portfolio management system.

    Press Release
    Minneapolis, MN – November, 18, 2019

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    SS&C's Black Diamond Wealth Platform® Integrates with StratiFi to Boost Compliance Capabilities

    iFi Technologies has announced an integration with SS&C's Black Diamond® Wealth Platform to boost risk analysis and compliance capabilities for RIA firms.

    Press Release
    San Francisco, CA – November, 5, 2019

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    Timeline Retirement Income Software Integrates With SS&C's Black Diamond® Wealth Platform to Power Robust Retirement Plans

    Integration gives advisors seamless access to critical data.

    Press Release
    San Francisco, CA – October, 22, 2019

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    Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform

    Risk tolerance provider offers real-time analytics and allocation recommendations.

    Press Release
    Marlton, NJ – October, 15, 2019

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    SS&C’s Black Diamond® Wealth Platform and RightCapital Announce Partnership to Enhance Financial Planning Experience

    The partnership provides easy-to-use and comprehensive financial planning abilities to Black Diamond clients.

    Press Release
    Shelton, CT – October, 1, 2019

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    SS&C’s Black Diamond Wealth Platform Expands Integration with HiddenLevers to Include Advisor KPI

    Expanded integration will provide business intelligence to Black Diamond clients.

    Press Release
    Atlanta, GA – September, 17, 2019

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    SS&C Announces Upcoming Integrations for Black Diamond Client Experience Portal

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that several wealth management technology providers will integrate with the Relationship Timeline feature in Black Diamond’s Client Experience (CX) portal. The CX portal is a cloud-based platform that allows advisors to maintain a collaborative dialogue with clients.

    Press Release
    Windsor, CT – September, 7, 2019

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    SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates

    The integration allows joint clients to automate the compliance and registration process, helping to ensure accurate registration and Form ADV information is filed.

    Press Release
    Cleveland, OH – August, 13, 2019

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    SS&C Announces New Black Diamond Integrations with TD Ameritrade, Schwab, Fidelity and Pershing

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the Black Diamond Wealth Platform now offers more integration options with the advisory platforms of leading custodians, TD Ameritrade, Schwab, Fidelity and Pershing.

    Press Release
    Windsor, CT – June, 11, 2019

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    Fure Financial Selects SS&C Salentica for Secure Data Integration

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that Fure Financial, selected Salentica Data Broker to securely integrate data across platforms.

    Press Release
    Windsor, CT – June, 4, 2019

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    SS&C’s Black Diamond Wealth Platform and Wealthbox Announce Integration Partnership

    This direct connection between the systems allows RIAs to leverage Black Diamond data within Wealthbox CRM.

    Press Release
    New York, NY – May, 13, 2019

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    SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone

    Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets.

    Press Release
    Windsor, CT – May, 7, 2019

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    Portfolio Solutions and SS&C Expand Partnership with Salentica Data Broker

    SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced that Portfolio Solutions®, an RIA firm with $1.5 billion in assets under management, has expanded its relationship with SS&C adding Salentica Data Broker along with their instance of the Black Diamond Wealth Platform.

    Press Release
    Windsor, CT – March, 12, 2019

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