SS&C Launches Investor Experience Enhanced Client Portal on the Black Diamond Platform
Quickly view your financial picture and interact with your advisor team!
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Client View is an intuitive application within the Black Diamond® Wealth Platform that's the home of your day-to-day client communication and financial manag.
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This video gives an overview of the Black Diamond Wealth Platform, an award-winning portfolio management system from SS&C Advent.For more information, visit.
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The Black Diamond® Wealth Platform delivers this, and more. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several complementary solutions. These include, but are not limited to.
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Black Diamond is based on the app Droidfish, that made the open source engine Stockfish available on android a decade ago, but it goes way beyond it. Whereas the latest Droidfish version has four engines, Black Diamond comes with a staggering choice of 27 engines. Six of them are based on Stockfish 12.
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The Black Diamond ® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience. EXPLORE THE PLATFORM. Centralized client management.
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iPhone. iPad. The Black Diamond Mobile phone application enables authorized Black Diamond clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Black Diamond user that has been authorized for the phone application. If you would like to request access, please contact your Black Diamond primary contact.
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Black Diamond integrates with Ascendant Compliance Manager's Trade Compliance Analyzer product, offering post-trade compliance testing and reporting software solutions for Investment Managers. The platform connects directly to client trading systems providing compliance analysts and traders with timely compliance alerts, risk management workflow tools, and post-trade compliance risk reporting.
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The Black Diamond Client Experience is more than a portal, it's a gateway to an immersive digital hub. Through a custom-branded, interactive online environment, your clients will have anytime, anywhere access to their financial life. With you driving engagement, this branded experience goes beyond portfolio metrics to provide your clients.
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The Del Monte Group. Selected Black Diamond's cloud-native solution to offer superior communication, reporting, and secure statements. Additionally, they can better connect with the next generation of clients by using the platform's technology. Read Case Study.