SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM
WINDSOR, Conn., Nov. 2, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the latest advancement in wealth management technology, the Black Diamond CRM module, integrated into the SS&C Black Diamond Wealth Platform .
- WINDSOR, Conn., Nov. 2, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the latest advancement in wealth management technology, the Black Diamond CRM module, integrated into the SS&C Black Diamond Wealth Platform .
- Designed exclusively for wealth managers and advisory firms, the Black Diamond CRM module redefines the advisor experience by offering a comprehensive managed services solution to reduce the technology maintenance burden on advisors.
- Pre-built Integrations: Access to a curated catalog of custodial and advisor technology integrations, simplifying and automating the tech stack with support from Black Diamond's CRM experts.
- "Black Diamond CRM incorporates robust CRM capabilities into SS&C's Black Diamond Wealth Platform and brings the power of the leading enterprise CRM platform to advisory firms of all sizes to fit their business," said Steve Leivent, Co-General Manager, SS&C Advent.