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Go Ahead, Launch Your Dream Practice

Start your business on a strong foundation with the tools and support you need to succeed.

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Fully Integrated Technology

Establish a robust, end-to-end technology ecosystem with seamless third-party integrations that scale with your firm’s growth.

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Confidential, Pre-Breakaway Implementation

Ensure a smooth launch with our trusted, discreet setup process allowing you to transition seamlessly and instill confidence in your clients from day one.

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Dedicated Support at Every Stage

Run your practice efficiently with a dedicated service team and scalable outsourced or fully managed solutions, including CRM, to keep you focused on what matters most

We’re Built for Breakaways, Support Every Step of the Way

300+ newly independent RIAs have established their firms on Black Diamond Wealth Solutions.

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From the early planning stage to the official launch and beyond – Black Diamond’s incredible team and technology supported our firm’s transition and helped assure success from day one. We continue to have an excellent partnership with Black Diamond and look forward to our future growth together.

Brent Field
CFA® Chief Investment Officer and Partner
NorthRock Partners
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Real-World Impact

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Client Case Study

Aspen Private Advisors

Discover how Aspen Private Advisors built their ideal independent RIA with $180M in AUM by leveraging SS&C Black Diamond Wealth Solutions to streamline operations, enhance client reporting, and deliver a cutting-edge digital experience.

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Client Case Study

Key Client Fiduciary Advisors

Key Client Fiduciary Advisors needed a flexible wealth stack to serve their own clients and onboard advisor affiliates as part of their growth strategy. To support their hybrid RIA/Broker-Dealer model, they required a powerful portal for advisor-client communications with enhanced compliance and business oversight.

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Build With Black Diamond Wealth Solutions

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Portfolio Management & Reporting

Oversee portfolios and communicate results with intuitive tools, reliable data, and flexible client-ready reporting.
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Client Experience & Communications

Elevate client engagement with a customized online portal that offers clear visibility into their assets. Empower your firm to engage, analyze, and manage every aspect of their financial journey.
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Third-Party Integrations

Break down data silos, design custom workflows, and automate processes by integrating your preferred or proprietary solutions.
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Rebalancing & Trading

Monitor, rebalance, and execute trades for complex strategies while ensuring alignment with client preferences and restrictions.
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Client Relationship Management (CRM)

Drive client retention and fuel growth with a complete, purpose-built prospecting, onboarding, and relationship management solution.
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Investment Management

Gain a competitive edge with a turnkey model marketplace and proposal generation solution, fully integrated with our rebalancing technology and the option to outsource to our expert team.
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Alternative Investment Servicing

Streamline alternative investment data aggregation, processing, and reporting with Al technology, backed by industry experts for seamless, client-ready insights.
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Trust Services

Leverage cutting-edge technology to streamline operations, deliver tailored client sights, and increase efficiency with seamless integration of front-office tools and back- office data.
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Unique Assets Accounting & Operations

From minerals and real estate to closely held businesses and loans, get the tools and expertise to streamline operations, ensure compliance, and enhance efficiency.
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Retirement & Benefit Payments

Automate retirement and benefit distributions with seamless payment processing, built-in tax compliance, and end-to-end fulfillment to simplify operations and reduce risk.
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Operations & Business Insights

Streamline data aggregation and management, create efficient client billing workflows, and unlock key business and compliance insights.

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Deliver Excellence at Every Corner of Your Business

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