June 1, 2023


Moving Forward

SS&C’s Black Diamond Wealth Platform Expands Financial Planning Capabilities with RightCapital Collaboration

WINDSOR, Conn., March 21, 2023 /PRNewswire/ — SS&C Systems Holdings, Inc. (Nasdaq: SSNC) now declared the start of its new indigenous monetary organizing experience inside the SS&C Black Diamond Prosperity Platform to go over the previous, current and potential of a client’s economic life. The SS&C team made the tool in near collaboration with RightCapital, a foremost software business specializing in money setting up in the Prosperity Management market place.

SS&C Technologies (PRNewsfoto/SS&C)

“To even more energy Black Diamond performance, we are leveraging RightCapital setting up info. The partnership is just one of the deepest integrations we’ve at any time produced,” claimed Steve Leivent, Co-General Manager, SS&C Introduction. “Collectively, we redefine the preparing encounter by conserving time and enabling a additional synchronized person experience —and significantly expands the abilities inside our currently strong platform.”

This two-way integration improves one of the much more well-known integrations by natively pulling crucial financial preparing data from RightCapital into Black Diamond’s platform as account and portfolio data flow from Black Diamond to RightCapital. The continual loop can take the advisor-investor dialogue to new concentrations by creating a seamless encounter for the finish person. This new integration goes further than the standard floor-amount integration by synchronizing the fundamental platforms of both partners to allow deeper workflows in Black Diamond.

Anthony Cavataio, V.P. Technological innovation Solutions, Consultant at Advisor Team, stated, “Not only does it give a speedy and uncomplicated way for money advisors to look at their client’s prepare specifics, but the end trader can also profit from the integration. Offering our shoppers with the potential to see how their performance, asset allocation and aims tie alongside one another strengthens the advisor-trader dialogue and their total marriage.”

“Financial scheduling drives deeper conversations with clients all-around essential life targets,” claimed Shuang Chen, Co-Founder and CEO, RightCapital. “Currently being in a position to clearly show money plan facts correct from the Black Diamond consumer portal and mobile application suggests even far more possibilities to collaborate with and improve client interactions.”

The Black Diamond Prosperity System is 1 of SS&C’s major economical technological innovation options delivering prosperity administration abilities to over 2,000 advisory companies. This holistic, cloud-indigenous system makes it possible for advisors to regulate their client’s comprehensive prosperity image by portfolio administration, reporting, investing, rebalancing, possibility management, and arranging alternatives, blended with entirely outsourced day by day reconciliation and data management providers.

About SS&C Technologies

SS&C is a world-wide company of providers and software for the money solutions and healthcare industries. Launched in 1986, SS&C is headquartered in Windsor, Connecticut, and has workplaces all-around the planet. Some 20,000 fiscal services and health care corporations, from the world’s biggest companies to modest and mid-market place corporations, rely on SS&C for knowledge, scale, and technological know-how.

About RightCapital

RightCapital’s mission is to create Suitable Options for Serious People™. RightCapital is applied by 1000’s of money advisors to improve their procedures and set their customers on the route to fiscal success. Launched in 2015, RightCapital is the swiftest-rising fiscal setting up software with the maximum consumer gratification among the advisors (Resource: The Kitces Report Quantity 1, 2023). For additional facts, check out  https://www.rightcapital.com.

More information about

SS&C (Nasdaq:SSNC) is obtainable at www.ssctech.com
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Source SS&C