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SS&C brings new API capabilities to Black Diamond wealth platform


SS&C Technologies Holdings has launched advanced API capabilities for the Black Diamond wealth platform – its comprehensive wealth management solution – enabling a richer, faster and easier way to deliver two-way data and workflow integrations to business applications.

This latest enhancement to the award-winning solution will further enable financial advisors to utilise Black Diamond as a platform for advisor dashboards and investor portal, allowing for more efficient and effective client communication capabilities.
Later this month, The Black Diamond Link program will release new two-way integrations, starting with Junxure Cloud for CRM and MoneyGuidePro for financial planning with other leading solutions for portfolio analytics, customer relationship management (CRM), and financial planning in development to support deeper, more seamless data and workflow-based integrations capabilities. These seamless integration capabilities also allow for an enriched data stream, as information fed into the Black Diamond wealth platform is combined with inbound data from complementary solutions, offering an improved workflow and a more complete portfolio management tool.
“We are pleased to be working with a quality partner that is as committed to helping advisors as we are. The integration between Junxure Cloud and Black Diamond helps streamline efforts for advisors so they can run a more successful business and take better care of clients,” says Greg Friedman, President and CEO of Junxure.
The sophisticated API further empowers advisors by offering them the freedom to pick-and-choose technology solutions to suit their needs via a self-service dashboard.
“This enhanced API offering further demonstrates how SS&C is at the forefront of innovation in the integrated advisory platform sector,” says Dave Welling, Managing Director and Co-General Manager of SS&C Advent. “It allows our clients to integrate our solution with any complementary tools they may be using, while ultimately helping them achieve their business goals.”

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