Connect with the Industry Experts
SS&C Black Diamond
SS&C Black Diamond Wealth Solutions is a suite of technology and services that streamlines operations, strengthens client connections, and supports long-term growth for wealth management firms.
By centralizing key business functions—from portfolio management to client engagement— Black Diamond streamlines workflows and simplifies operations. It’s backed by flexible integrations and a dedicated support team, all from a single, trusted provider.
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.