List of SS&C Advent Black Diamond Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Advent Black Diamond customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C Advent Black Diamond for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C Advent Black Diamond for Asset and Wealth Management include: Arthur J. Gallagher United States, a United States based Insurance organisation with 24080 employees and revenues of $7.43 billion, Arthur J. Gallagher United States, a United States based Insurance organisation with 24080 employees and revenues of $4.97 billion, Simmons First National Corporation, a United States based Banking and Financial Services organisation with 1875 employees and revenues of $630.0 million, CIBC Private Wealth Management US, a United States based Banking and Financial Services organisation with 800 employees and revenues of $300.0 million, Cerity Partners, a United States based Banking and Financial Services organisation with 1300 employees and revenues of $200.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Advent Black Diamond, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SS&C Advent Black Diamond customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Access Wealth Management | Banking and Financial Services | 27 | $3M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2022 | n/a |
In 2022, Access Wealth Management deployed SS&C Advent Black Diamond on its website. Access Wealth Management deployed SS&C Advent Black Diamond for Asset and Wealth Management to support portfolio accounting, client reporting, and client access to account dashboards, aligning the application with the firm’s advisory and operations business functions.
The implementation centers on embedding SS&C Advent Black Diamond’s client portal and reporting capabilities into the firm web presence to surface statements, performance views, and consolidated portfolio information to clients. Deployment reflects a small-firm, hosted delivery pattern common to Asset and Wealth Management platforms, with configuration focused on reporting schedules, advisor access controls, and operational workflows for advisory and back office teams.
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Accretive Wealth Management | Professional Services | 2 | $1M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2022 | n/a |
In 2022, Accretive Wealth Management deployed SS&C Advent Black Diamond on its public website. The firm uses SS&C Advent Black Diamond in an Asset and Wealth Management capacity to surface client portfolio data and deliver client-facing reporting through web-based interfaces.
SS&C Advent Black Diamond at Accretive Wealth Management supports standard Asset and Wealth Management functional areas including portfolio accounting, consolidated reporting, performance analytics, and a client portal experience, aligning with common category workflows. Operational scope is concentrated on the firm advisory and client servicing functions given Accretive Wealth Management's two-person structure, with the application serving as the focal point for web-delivered client communications and reporting.
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AdvicePeriod | Banking and Financial Services | 150 | $20M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2015 | n/a |
In 2015, AdvicePeriod implemented SS&C Advent Black Diamond as its core wealth technology platform. The Asset and Wealth Management deployment established SS&C Advent Black Diamond as the firm’s principal system for portfolio management and performance reporting at the firm level.
AdvicePeriod configured SS&C Advent Black Diamond to serve portfolio accounting, client reporting, and performance analytics workflows, leveraging the platform’s native capabilities in portfolio management and reporting. The implementation emphasized engineering, usability, and continuous product enhancements, with Black Diamond retained as the single core technology component as the firm evolved its advisory offering.
Integrations were a key design principle, AdvicePeriod required strong API connectivity to CRM and financial planning tools, and the firm integrated SS&C Salentica Elements CRM with deep connectivity across Black Diamond. The implementation architecture prioritized interoperable data flows between Black Diamond and third party systems to support client onboarding, consolidated reporting, and coordination with an external client-centric rebalancer solution.
Governance centered on using the platform as the data backbone for AdvicePeriod’s value based pricing model and for scaling a technology enabled advisor network. The firm used SS&C Advent Black Diamond to standardize portfolio operations and advisor onboarding, while relying on the vendor’s ongoing feature releases and integrations to support product roadmap and operational scalability.
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Professional Services | 25 | $3M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2022 | n/a |
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Government | 10 | $1M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2020 | n/a |
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Banking and Financial Services | 10 | $1M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2022 | n/a |
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Banking and Financial Services | 10 | $1M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2021 | n/a |
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Banking and Financial Services | 10 | $2M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2020 | n/a |
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Banking and Financial Services | 35 | $3M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2022 | n/a |
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Banking and Financial Services | 10 | $1M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2014 | n/a |
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Buyer Intent: Companies Evaluating SS&C Advent Black Diamond
- First Horizon Bank, a United States based Banking and Financial Services organization with 7373 Employees
- Modern Aviation, a United States based Transportation company with 210 Employees
- GIA (Gemological Institute of America), a United States based Non Profit organization with 3500 Employees
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