SS&C Black Diamond Wealth Solutions

SS&C Black Diamond Wealth Solutions provides cloud-based wealth management, portfolio reporting, CRM, and advisor workflow tools. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. They also list Cloud Computing, CRM, Data Integration, Financial Services and Wealth Management, so expect those to show up in the feature set.

SS&C Black Diamond Wealth Solutions is based in Jacksonville, Florida and around since 2005. More on sscblackdiamond.com.

Before you commit, look at pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

If you have worked with SS&C Black Diamond Wealth Solutions, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.