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SS&C Black Diamond
SS&C Technologies’ unique business model combines end-to-end expertise across financial services operations with innovative
software and solutions for the financial services industry.
The SS&C Black Diamond® Wealth Platform is at the heart of SS&C’s wealth & trust management offerings. This powerful solution empowers wealth managers to leverage deeply integrated services and advanced technologies to thrive in today’s dynamic global market. From prospecting and onboarding to proposal generation, a purpose-built CRM, ongoing portfolio management reporting, an interactive client portal, a turnkey asset management experience, and more, Black Diamond delivers essential features, ensuring advisors can confidently achieve their business objectives.
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.
With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.