Black Diamond wealth platform

June 9, 2020
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Act Analytics and Black Diamond Announce ESG Technology Integration

~ Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from […]
August 27, 2019

Black Diamond Wealth Platform Integrates MyRIACompliance Software to Provide Real-Time Updates

RIA in a Box announced that its MyRIACompliance software now integrates with SS&C’s Black Diamond® Wealth Platform. The integration allows joint clients to automate the compliance […]
June 12, 2017

Dave Welling Departs SS&C Advent; Robert Roley to Oversee Entire Advent Business

Dave Welling has resigned from SS&C Advent to pursue a new opportunity. Robert Roley, General Manager of SS&C Advent will now oversee the entire Advent business. […]