Portfolio Solutions relies on Black Diamond Wealth Platform to build great client relationships

By Tim Welsh

Portfolio Solutions, which serves more than 600 clients and represents almost $1.5 billion* in assets under management across 1,300 portfolios, uses the Black Diamond wealth platform from SS&C Advent to build a dynamic, growth-oriented business.

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Our Most-Read Blog Posts of 2016

By Kendall Reischl

2016 review banner in wood type

As we close out the year, we’re sharing our most-read blog posts from the past 12 months. Here’s the list from 2016, arranged in chronological order. We’re looking forward to seeing you back here on the blog next week!

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SS&C Deliver: Thanks for Three Perfect Days

By: Kendall Reischl

We’ve all read those “Three Perfect Days” travel features in the inflight magazines, right? Well, we couldn’t have asked for three better days than SS&C Deliver 2016 in San Diego.

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SS&C Chairman and CEO Bill Stone set the tone in his welcoming remarks, when he said, “We are only as good as our clients’ success.” In the time since SS&C acquired Advent, the company has continued to pursue companies that are a good fit for clients, acquiring Varden, Primatics, and Citi Fund Services. Acquisitions enable SS&C to add solutions that clients need to be successful without building them from scratch, Bill explained, noting that the company has also invested an eight-figure sum in R&D this year.
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SS&C Announces New Black Diamond Partnerships with Riskalyze and Advizr

By Kendall Reischl

Pen pointing at a digital tablet

 

Today we announced expanded capabilities to our Black Diamond wealth management platform. The most exciting of these new capabilities are the integrations with our partners, Riskalyze and Advizr.

Advizr’s interactive financial planning solution allows advisors to collaborate directly with their clients on their financial plans.

Riskalyze’s technology helps advisors align potential investments with each individual investor’s risk preference.

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