SS&C Black Diamond Wealth Solutions

At SS&C Black Diamond Wealth Solutions, leadership isn’t just a title — it’s a commitment that spans decades. Our senior #leadership team brings 120 years of combined experience at #SSNCBlackDiamond, serving advisors, wealth firms, and institutions. In an industry defined by rapid change and high turnover, our team’s longevity, consistency, and deep product knowledge are what truly set us apart. This stability isn’t just internal — it directly benefits our clients. Our leaders have grown alongside the advisors we serve, shaping our technology and service model around real-world needs, long-term partnerships, and an unwavering focus on client success. That’s the Black Diamond difference — experience that endures, service that scales. https://lnkd.in/eaVXyzM9 #fintech #wealthmanagement

Excitement is in the air! 🎉 Next week, the #SSNCBlackDiamond team will be live at #SchwabIMPACT 2025, ready to share how our unified platform helps advisors simplify operations, deepen client relationships, and unlock new growth potential. Visit us to experience what’s next in #WealthTech innovation—and how we’re helping trust & wealth management firms of all sizes turn data into insight and action. 🚀 Let’s make an IMPACT together. #fintech #wealthmanagement

Looking to simplify how you process retirement and benefit distributions? Our dedicated solution for Retirement & Benefits Payments is built for scale and precision. We're proud to generate over 10 million payments and more than 4 million tax forms annually. Book a demo to learn more. https://lnkd.in/d7siqdeD #fintech #wealthmanagement #SSNCBlackDiamond

Thrifty clients are often strong savers, and as they get close to retirement, many of them may have sizable nest eggs. But those admirable habits can become a challenge in retirement, as years of saving can make it difficult to start spending. In today's blog, Dwight Groenevelt shares three practical strategies wealth managers can use to help clients spend smartly, without fear of outliving their savings. https://lnkd.in/dFmBC8WS #fintech #wealthmanagement #SSNCBlackDiamond

This week, Richard Lenihan attended the Mississippi Bankers Association Wealth Management Conference, joining regional leaders to discuss the future of trust and wealth management. He had the chance to connect with Lieutenant Governor Delbert Hosemann and Mississippi Bankers Association President Gordon Fellows, discussing the changing needs of banks, trust companies, and wealth managers in today’s financial environment. #SSNCBlackDiamond is proud to support events like this that bring industry leaders together to share insights and strengthen relationships within the banking community. #wealthmanagement #fintech

Don’t miss this interview with Steve Leivent, Co-General Manager of SS&C Wealth & Investment Technologies, from #FutureProof2025. Steve shares how forward-thinking advisors are building more resilient businesses by leveraging #AI, data insights, and operational efficiency to scale for the future. 🎥 Watch now via The Wealth Advisor. #WealthManagement #WealthTech #SSNCBlackDiamond #StableLeadership

Scale Smarter with #SSNCBlackDiamond. Whether you're expanding services or modernizing operations, our suite of Trust Services is built to grow with you. From customizable managed services to secure, integrated workflows, Black Diamond empowers fiduciaries to deliver excellence at every stage. Visit our site to learn more. https://lnkd.in/emfSquu7

It’s day two at #SSNCDeliver2025, and the Wealth Management Track continues highlighting practical solutions for today’s wealth management challenges. From automation reducing manual work to integrated reporting that consolidates data across platforms, #SSNCBlackDiamond enables advisors to devote more time to clients and deliver personalized service. Even if you’re not at the conference, connect with our team today to discover how we can help your firm deliver more connected client experiences. https://lnkd.in/emixh9HQ #fintech #wealthmanagement

Each session within the Wealth Management Track at #SSNCDeliver2025 underscores a central principle: Technology works best when it strengthens the advisor-client relationship. If you’re not at Deliver, don’t miss out. We invite you to discover firsthand how #SSNCBlackDiamond empowers you to bring clarity to complex portfolios, elevate client conversations, and seamlessly integrate technology into daily workflows. Visit our site or contact us today to schedule a demo. https://lnkd.in/eXCNiZMf #fintech #wealthmanagement

There’s nothing more powerful than bringing the family wealth community together. 🌟 The Family Wealth Alliance, Inc. Fall Summit is where collaboration, innovation, and insight meet, and #SSNCBlackDiamond is proud to be part of the conversation. Our team is here to share how connected technology can help family offices and trust companies deliver deeper engagement, gain transparency across complex portfolios, and strengthen client relationships that span generations. If you’re attending, stop by to say hello—we’d love to connect! https://lnkd.in/gm_T-d_k #fintech #wealthmanagement #FamilyOffice #GenerationalWealth