Black Diamond® Wealth Platform Overview
Black Diamond Wealth Platform allows advisors to focus on guiding clients through their wealth journey. Time-consuming tasks are streamlined for efficiency.
This is a summary of the comprehensive capabilities and benefits of Black Diamond® Wealth Platform based on over 56 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Do you need to check if Black Diamond® Wealth Platform is right for your needs? Our Cuspera AI engine can evaluate how Black Diamond® Wealth Platform fits your specific business needs, industry, and context. Get your personalized assessment report today.
Black Diamond® Wealth Platform supports business activities such as:
- Collaboration
- Engaging And Following Up
- Workflow Management
Black Diamond® Wealth Platform can help you with many business goals, such as Enhance Customer Relationships, and Scale Best Practices.
Reviews
"...SS&C Advent offers the Black Diamond Wealth Platform, a wealth management platform for wealth managers, IBDs, and financial advisors, which provides a streamlined workflow with communication / collaboration tools, personalized investor login interface and other service-oriented features...." Peer review
Black Diamond® Wealth Platform Reviews
141 buyers and buying teams have used Cuspera to assess how well Black Diamond® Wealth Platform solved their business needs. Cuspera uses 56 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.
Business Priorities
Enhance Customer Relationships and Scale Best Practices are the most popular business priorities peers achieved using Black Diamond® Wealth Platform.
Use Cases
Peers recommend Collaboration , Engaging And Following Up , Workflow Management , as the business use cases that they have been most satisfied while using Black Diamond® Wealth Platform.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Collaboration |
3.76/5 ★ |
"...Collaborative implementation...." Black Diamond |
| Engaging And Following Up |
3.68/5 ★ |
"...The trend toward digital client engagement. ..." Black Diamond |
| Workflow Management |
3.42/5 ★ |
"...SS&C Advent offers the Black Diamond Wealth Platform, a wealth management platform for wealth managers, IBDs, and financial advisors, which provides a streamlined workflow with communication / collaboration tools, personalized investor login interface and other service-oriented features...." Peer review |
| PEER EXPERIENCES | |
|---|---|
| Collaboration |
3.76/5 ★ |
"...Collaborative implementation...." Black Diamond |
|
| Engaging And Following Up |
3.68/5 ★ |
"...The trend toward digital client engagement. ..." Black Diamond |
|
| Workflow Management |
3.42/5 ★ |
"...SS&C Advent offers the Black Diamond Wealth Platform, a wealth management platform for wealth managers, IBDs, and financial advisors, which provides a streamlined workflow with communication / collaboration tools, personalized investor login interface and other service-oriented features...." Peer review |
|
IT and Other Capabilities
for Black Diamond® Wealth Platform
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (12) |
| Data Export | Read Reviews (4) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (12) |
| Data Export | Read Reviews (4) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (1) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (18) |
| Analytics | Read Reviews (3) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (18) |
| Analytics | Read Reviews (3) |
Software Failure Risk Guidance
?for Black Diamond® Wealth Platform
Top Failure Risks for Black Diamond® Wealth Platform
Vendor Profile Details
Company Name
SS&C Advent
HQ Location
San Francisco, CA
Employees
1001-5000
Social
Financials
M&A
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