You’re not imagining it. Client expectations have evolved, and meeting them requires tools that evolve too.

For wealth professionals, it’s now a fact of life that clients expect greater access, personalized insights, and digital experiences that match the ease of their favorite apps. For many firms, fragmented systems and manual processes hinder progress. That’s where SS&C Black Diamond® Wealth Solutions comes in.

In a recent episode of Tech It Up, my colleague Mike Persin and I shared how Black Diamond helps firms modernize the client experience and operate more efficiently. Here’s what we covered.

Client Communication
One of our favorite features is Timeline, which consolidates all client interactions into a single feed. Advisors can post updates, share documents, and keep financial plans front and center. Clients can reply directly, turning static reports into two-way conversations.

As Mike put it, "You're sending a quick update on retirement progress and tagging a market article to go with it. It’s all happening in one place."

A built-in To-Do List prompts clients to upload documents, link accounts, or complete forms. Key contact info and calendar links are embedded in the portal, making it easier to connect.

When a client logs in to see a birthday message or a college savings goal highlighted for their grandchild, the experience feels personal and meaningful, deepening the advisor-relationship.

Personalized Portals
Every client has different priorities. With the Client Experience Portal, advisors can tailor the interface for clients to see what matters most to them, whether it’s income projections, investment performance, or net worth trends.

Additionally, clients can access performance reports, allocations, transaction history, and benchmarks at any time, from any device. That on-demand transparency strengthens a client's trust in their advisor and empowers them to feel in control of their financial future. Clients are happier, admin work is reduced, and advisors are freed up to focus on strategy and adding real value.

A Central Hub
Client View provides advisors with a unified hub to manage everything from portfolio performance to shared documents and communication history. A single screen view means no more toggling between platforms or chasing data.

And, because Black Diamond integrates with the systems advisors already use – like Salesforce, eMoney, and major custodians – they can bring everything onto a single pane of glass view without starting from scratch.

Planning That Stays in Sync
Black Diamond turns planning into an ongoing dialogue. A collaborative balance sheet provides both the advisor and the client with a live, shared view of assets, liabilities, and outside accounts.

The platform also integrates with planning tools such as RightCapital, MoneyGuidePro, and eMoney, allowing advisors to model income, expenses, and goals directly inside Black Diamond.

As Mike noted, “It’s about making planning more dynamic, accessible, and actionable.”

Get Started with Confidence

Black Diamond goes beyond powerful technology. We provide firms with resources to drive adoption and deliver a seamless client experience. From customizable launch campaigns to educational materials, advisors can easily communicate the value of an integrated workflow.

For firms exploring Black Diamond, the best place to begin is Client View and custom reporting. From there, you can add features like workflow automation, document sharing, and collaborative planning—scaling at your own pace.

And you won’t be alone. We release enhancements every six weeks, based on feedback from advisors. Through the Great Ideas portal, regional workshops, and our responsive service team, advisors actively shape the platform.

The more involved you get, the more powerful the experience becomes.