SS&C Technologies Holdings, Inc. Adds Investment Management Services to Black Diamond Wealth Platform

Published: 2025-07-10 12:20:28 ET SSNC

Published on 07/10/2025 at 12:20

SS&C Technologies Holdings, Inc. announced the addition of Black Diamond Investment Management Services--a suite of integrated capabilities designed to transform how wealth management firms streamline portfolio management, trading, and client engagement. More than 2,700 firms use the cloud-native SS&C Black Diamond®? Wealth Platform to meet complex needs of modern advisors.

Key highlights of Black Diamond Investment Management Services include: Managed Account Services: turnkey solution enables advisors to outsource trading, rebalancing and portfolio oversight directly from the Black Diamond platform. Powered by SS&C ALPS Advisors, the workflow solution gives direct access to expert-driven strategies and simplifies operational complexity to enable firms to scale. Model Marketplace: curated access to a wide selection of portfolio models--including those from SS&C ALPS Advisor and third-party managers--supporting both proprietary and outsourced investment approaches.

Proposal Generation: automated and intuitive tools for building investment proposals improve client communication and accelerate onboarding. Human-Centered Investing: tailored household-level rebalancing and tax-aware optimization align portfolios with clients' unique goals, constraints, and risk profiles.