Black Diamond
SS&C Advent's cloud platform for advisor reporting, billing and portfolio management.
sscblackdiamond.comBlack Diamond Wealth Platform is an SS&C Advent product for performance reporting, portfolio management and client tools. SS&C says it serves over 2,000 advisory firms and in August 2026 added a financial planning experience built with RightCapital.
SS&C Technologies, which owns Advent and Black Diamond, is a public company headquartered in Windsor, Connecticut.
What it does
- Performance reporting
- Portfolio management
- Client portal
- Financial planning link
- Annuity and insurance data
Works with
Integrations
- RightCapital
- Advent Insurance Marketplace
As listed by Black Diamond.
Named by others in this directory
Coverage
- Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
Financial ADVSR, Oct 29
- Claude for Financial Advisors comes with a 20-seat Enterprise floor
Financial ADVSR, Oct 22
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