SS&C, a global provider of services and software for the financial services and healthcare industries, announced a new client relationship management technology last week that aims to “redefine the advisor experience.”
The Black Diamond CRM module, designed exclusively for wealth managers and advisory firms, offers advisors “a comprehensive managed services solution to reduce the technology maintenance burden,” SS&C said in a statement.
The Black Diamond CRM module, which will be integrated into the SS&C Black Diamond Wealth Platform, comes with several key features. Advisors who use the module will have access to a workflow manager, robust email integration and insights into time and resource allocations. The module also supports single and multicustodial workflows and account opening integrations to help save advisors’ time.
“This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities,” the company said.
Steve Leivent, co-general manager at SS&C Advent, added that the latest enhancement complements Black Diamond's ongoing momentum.
A substantial number of people in a new 2,200-person survey believe their wealth, their "wallet power" and their retirement timelines are at stake.
The S&P 500 headed toward its 45th record in the year helped in part by a surprise interest income gain at the Wall Street giant.
Meanwhile, Wells Fargo’s WIM group reported close to $2.3 trillion at the end of last month.
The Securities and Exchange Commission has focused on "black-and-white" allegations of AI washing, but that could broaden out to a gray area that may loop in more financial services companies, a lawyer says.
More than nine in 10 HNWIs prioritize charitable giving, but demographics help shape the whys and the hows.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
