Black Diamond® Wealth Platform Overview

Here’s the scoop on Black Diamond® Wealth Platform! We've gathered over 56 insights from folks who use it, and know it inside out—from peer reviews to 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

Read Reviews (2)

"...Collaborative implementation...." Black Diamond
Engaging And Following Up

3.68/5

Read Reviews (1)

"...The trend toward digital client engagement. ..." Black Diamond
Workflow Management

3.42/5

Read Reviews (1)

"...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 EXPERIENCES
Collaboration

3.76/5

Read Reviews (2)

"...Collaborative implementation...." Black Diamond
Engaging And Following Up

3.68/5

Read Reviews (1)

"...The trend toward digital client engagement. ..." Black Diamond
Workflow Management

3.42/5

Read Reviews (1)

"...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

Based on peer insights

Cuspera recommends Black Diamond® Wealth Platform for

Use Cases Collaboration , Engaging And Following Up , Workflow Management
Business Priorities Enhance Customer Relationships, Scale Best Practices

IT and Other Capabilities

for Black Diamond® Wealth Platform

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.20/5

Read Reviews (12)
Data Export

3.88/5

Read Reviews (4)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.20/5

Read Reviews (12)
Data Export

3.88/5

Read Reviews (4)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.08/5

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.08/5

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.33/5

Read Reviews (18)
Analytics

3.78/5

Read Reviews (3)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.33/5

Read Reviews (18)
Analytics

3.78/5

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

Company Website

https://www.advent.com/

HQ Location

San Francisco, CA

Employees

1001-5000

Social

Financials

M&A