SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM

About this update from Ss&c Technologies Holdings, Inc.

WINDSOR, Conn., Nov. 2, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the latest advancement in wealth management technology, the Black Diamond CRM module, integrated into the SS&C Black Diamond Wealth Platform. Designed exclusively for wealth managers and advisory firms, the Black Diamond CRM module redefines the advisor experience by offering a comprehensive managed services solution to reduce the technology maintenance burden on advisors. This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities. Key features of the Black Diamond CRM module include: InTouch: Empowering advisors to engage with clients at the right moment, tracking and creating last and next client touchpoints, including emails, calls, and client review activities.Account Opening: Supporting both single and multi-custodial workflows, account opening integrations save advisors time and enable them to deliver a better client experience.Time & Expense: Enabling advisors to gain insights into time and resource allocations, facilitating assessment of the investment in client relationships, all with automated efficiency and profitability tracking.Workflow Manager: A comprehensive module streamlining and automating business processes efficiently through dynamic templates, approvals, checklists, and task management orchestration.Robust Email Integration: A native in-email app that bridges the gap between CRM and major email solutions, such as Outlook and Gmail, eliminating manual data transfers and synchronizing contacts, events, and tasks.Pre-built Integrations: Access to a curated catalog of custodial and advisor technology integrations, simplifying and automating the tech stack with support from Black Diamond's CRM experts."Black Diamond CRM incorporates robust CRM capabilities into SS&C's Black Diamond Wealth Platform and brings the power of the leading enterprise CRM platform to advisory firms of all sizes to fit their business," said Steve Leivent, Co-General Manager, SS&C Advent. "This latest enhancement complements Black Diamond's ongoing momentum, which recently brought to market a model marketplace, financial planning, and proposal generation functionality." SS&C continu...

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