New release delivers a unified advisor dashboard and investor portal, with seamless deep integration capabilities
SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, today announced the release of 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 utilize Black Diamond as a platform for advisor dashboards and investor portal, allowing for more efficient and effective client communication capabilities.
Enhanced API enables Black Diamond Link program for seamless, two-way integration
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,” said Greg Friedman, President and CEO of Junxure.
Enhanced API expands overall Black Diamond Integration Network
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,” said 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.”
The Black Diamond Integration Network provides advisors with the flexibility to choose technology that works for their firm. The network already hosts dozens of leading advisory solutions, including those that are part of the Black Diamond Link program for deeper data and workflow integrations. So far this year, SS&C has released key integrations with leading advisor solutions including Riskalyze for risk alignment, Kwanti for portfolio analytics, RightCapital for financial planning, Quovo for data aggregation and complete net-worth reporting, among others.