# SS&C Black Diamond Wealth Solutions

> SS&C Black Diamond Wealth Solutions combines portfolio accounting and reporting with trading, CRM, client engagement, investment services, compliance, and trust technology for professional wealth firms. It is an SS&C offering, rather than an independent investment firm.

- **Founded:** 2004
- **Headquarters:** Jacksonville, United States
- **Founders:** Reed Colley (Founder and original CEO)
- **Products:** Black Diamond Wealth Platform, Trading & Rebalancing, Black Diamond CRM, Investment Management Services, SS&C Accord
- **Notable:** Expanded from reporting into a combined wealth and trust offering launched August 5, 2025., More than 400 firms had elected the Morningstar Office transition by August 21, 2025; nearly 100 had completed it., SS&C reported the Black Diamond TAMP exceeded US$2 billion in assets in June 2026.

## Products & services

- **Black Diamond Wealth Platform** — Cloud-native portfolio accounting, performance reporting, client communication, and billing.
- **Trading & Rebalancing** — Portfolio modeling, drift monitoring, tax-aware rebalancing, and FIX-based execution workflows.
- **Black Diamond CRM** — Edge and Elements on Salesforce, and Engage on Microsoft Dynamics 365, support relationship and workflow management.
- **Investment Management Services** — Managed accounts, model marketplace, proposals, and outsourced investment capabilities.
- **SS&C Accord** — Alternative-investment data collection and integration into reporting.
- **Trust & Retirement Services** — Trust accounting, benefit payments, and specialized asset servicing.
- **Annuities & Insurance Marketplace** — DPL-supported insurance and annuity workflows; expanded quoting and policy-review capabilities in September 2026.
- **Black Diamond AI** — Assist, Insights, natural-language data queries, and an MCP server, governed through SS&C AI Gateway.

## Achievements

- Expanded from reporting into a combined wealth and trust offering launched August 5, 2025.
- More than 400 firms had elected the Morningstar Office transition by August 21, 2025; nearly 100 had completed it.
- SS&C reported the Black Diamond TAMP exceeded US$2 billion in assets in June 2026.

## Latest updates

- **2026-09** — September 16: expanded the insurance marketplace with term-life quoting, policy reviews, Jackson, and Protective; seven carriers in total.
- **2026-09** — September 10: released Black Diamond AI, including in-platform assistance and contextual summaries.
- **2026-09** — September 8: Bolton Global Capital selected the platform to support its independent advisor network.
- **2026-06** — June 25 investor release reports the TAMP exceeded US$2 billion in its first year.

## Links

- Website: https://www.sscblackdiamond.com/
- LinkedIn: https://www.linkedin.com/company/ssnc-black-diamond-wealth-solutions/
- Twitter/X: https://twitter.com/salentica
- Facebook: https://www.facebook.com/ssctechnologies/

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Last updated: 2026-10-25