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SS&C Technologies Adds Investment Management Services to Black Diamond Wealth Platform

WINDSOR, Conn.--(BUSINESS WIRE)-- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the addition of 鈥攁 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庐 Wealth Platform to meet complex needs of modern advisors.

鈥淭he launch of Investment Management Services reinforces SS&C鈥檚 mission to support advisors with flexible, powerful tools to elevate client outcomes,鈥� said Steve Leivent, Senior V.P. and Co-General Manager of SS&C Wealth & Investment Technologies. 鈥淏y embedding these capabilities into a single, unified platform, we empower advisors to spend more time building relationships鈥攁nd less time managing operational tasks.鈥�

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鈥攊ncluding those from SS&C ALPS Advisors and third-party managers鈥攕upporting 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鈥� unique goals, constraints, and risk profiles.

"Partnering with the team at SS&C has elevated the experience we鈥檙e able to deliver to our clients. The seamless integration, collaborative innovation and support, and turnkey access to model portfolios have simplified our operations and empowered us to scale with confidence," said Dr. Forrest Bryant, CEO, High Speed Alliance, LLC, a registered investment advisor and long-time Black Diamond Wealth Platform user.

Learn more about Black Diamond Investment Management Services .

About SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 22,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Additional information about SS&C (Nasdaq:SSNC) is available at .

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For more information



Brian Schell

Chief Financial Officer

SS&C Technologies

Tel: +1-816-642-0915

E-mail: [email protected]



Justine Stone

Investor Relations

SS&C Technologies

Tel: +1- 212-367-4705

E-mail: [email protected]



Media Contacts



Sam Gentile

Tel : +1-646-818-9195

Email : [email protected]

Source: SS&C