America’s Best TAMPs Showcase - Flipbook - Page 47
2026 AMERICA’S BEST TAMPS
BLACK
DIAMOND
INVESTMENT
MANAGEMENT
SERVICES
Steve Leivent
Co-General
Manager, SS&C
Wealth & Investment
Technologies
TM
New business contact:
Sales Team
Phone: 1 (800) 727-0605
Email: info@sscblackdiamond.com
SS&C Black Diamond Wealth Solutions
9000 Southside Blvd, Ste 7500, Jacksonville, FL, 32256
sscblackdiamond.com
The Black Diamond Wealth Solutions suite of tools enhances your
capabilities with a powerful investment platform that seamlessly integrates
with our award-winning portfolio reporting and client communication tools.
At Black Diamond’s core are cutting-edge investment management tools:
Proposal Generation, Model Marketplace, and our integrated Managed
Account outsourced trading and rebalancing service. Powered by SS&C
ALPS Advisors’ leading expertise in investment management, we provide
advisors with the ability to create client-centered proposals, assign
customized models, and outsource trading and rebalancing—all within Black
Diamond’s Rebalancer application. This service is specifically designed for
financial advisors seeking to enhance their value proposition and differentiate
themselves in a competitive industry.
Our intuitive Proposal Generation application streamlines data collection
and proposal creation, allowing advisors to prioritize client interactions and
strategic planning. This reduces the risk of errors common in manual data
entry. The resulting proposals are ideal for both prospecting new clients and
conducting client reviews.
SS&C Black Diamond® Wealth
Solutions is the leading wealth
and investment management
platform offered by SS&C
Advent, a division of SS&C
Technologies Inc. Today,
more than 3,300 firms with a
combined AUM of $4.3T rely
on Black Diamond to be the
cornerstone of their business.
For the past 20 years, we have
delivered top-tier technology
solutions for firms and built
our relationships through
outstanding customer service to
meet the needs of the advisors
we serve.
Transform your practice with
intelligent, comprehensive
solutions that combine
institutional-quality investment
management with streamlined
operations—all designed to
help you deliver exceptional
client outcomes at scale. Black
Diamond Wealth Solutions 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. By
uniting portfolio management
and comprehensive reporting
with your client’s experience, you
can showcase the strategy you
have developed while building
relationships and meeting longterm financial goals.
Importantly, our Proposal Generation application goes beyond basic investment
recommendations. For taxable accounts, it incorporates sophisticated tax
optimization strategies, including tax-efficient transitions, and tax-aware trading
once transitioned onto our Managed Account platform. This helps advisors
minimize the tax impact of portfolio changes, preserving client wealth, and
demonstrating a commitment to comprehensive financial planning.
The Model Marketplace offers access to a wide range of investment models
and strategies, including no overlay fees on those managed by SS&C ALPS
Advisors and third-party strategists, and a curated selection of index, enhanced
index, and actively managed separately managed accounts (SMAs). Once
subscribed, advisors can easily assign these custom allocations to our
Managed Accounts team in Rebalancer for trading and ongoing rebalancing.
Black Diamond Managed Accounts is an innovative service that empowers
financial advisory firms to streamline their trading and portfolio management
processes. By seamlessly integrating with Black Diamond’s Rebalancer, this
solution enhances portfolio management, increases efficiency, and unlocks
new growth opportunities.
STR AT E G I C F E AT U R E S
ACCOUNT AGGREGATION
INSTITUTIONAL CLIENT SUPPORT
PRODUCTIVITY
ACCOUNT REBALANCING
INTEGRATED TRUST SERVICES
CLIENT-FACING
PERFORMANCE REVIEWS
INTEGRATION WITH
3RD-PARTY PLATFORMS
CLIENT PORTAL
COMPLIANCE TOOLS
CLICK IMAGE TO LEARN MORE
Kyle
Fleming,
CFA
Senior
Manager,
SS&C
Black
Diamond
Eric Hewitt
Alex
Co-CIO,
Hagmeyer,
Head of New
CFA
Product
Co-CIO,
Development,
Senior
SS&C ALPS
Director
Advisors
Quantitative
Research,
SS&C ALPS
Advisors
Type of program: Open
architecture Managed Account
Service offering outsourced
trading and rebalancing;
Proposal Generation; ETF
and Mutual Fund Models
with no overlay fees; curated
SMA Marketplace with Index,
Enhanced Index and Active
Managers; Tax Transitions and
Tax Optimized Trading
Total assets in program:
$2,000,000,000
Year program began: 2024
Managers on platform
vetted: Yes
Managers GIPS® compliant:
Most
Types of products available:
ETF models, Mutual Fund
models, Equity and Fixed
Income SMAs
Platform tracks client
holdings: Yes
Program compatible for:
RIAs and BDs
Optimized for tax trading
efficiency: Yes
Sleeve-level reporting: No
Program links to a trade
execution or order
management system: Yes
MODEL MARKETPLACE
Proposal / IPS: Proposal yes
/ IPS no
PRIVATE LABELING
Asset allocation
methodologies: Goals Based
CUSTOMIZED PORTFOLIOS
RISK MANAGEMENT TOOLS
CUSTOM REPORTING SUITE
TAX-LOSS HARVESTING
47
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