Steve Leivent

September 12, 2018

SS&C’s Black Diamond® Wealth Platform Now Integrated with LifeYield’s Taxficient Score™

LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
September 12, 2017

SS&C Black Diamond customers can now access new relationship management tools aimed at transforming client engagement

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, has launched Salentica Elements for financial advisors on the Salesforce […]
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