List of SS&C Advent Black Diamond Customers
SS&C Technologies
80 Lamberton Road,
Windsor, 6095, CT,
United States
Windsor, 6095, CT,
United States
1 860-298-4500
Professional Services
28800
$6.3B
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, Gallagher India, a India based Insurance organisation with 12000 employees and revenues of $2.00 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 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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Affiance Financial | Professional Services | 25 | $3M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2022 | n/a |
In 2022, Affiance Financial deployed SS&C Advent Black Diamond as its Asset and Wealth Management platform. Affiance Financial uses SS&C Advent Black Diamond on its website to provide client facing reporting and portfolio visibility that supports the firm s advisory service offering.
SS&C Advent Black Diamond is used to deliver consolidated portfolio reporting, performance measurement, and client portal presentation layers consistent with Asset and Wealth Management workflows. The deployment supports investment advisory and client service functions across the company s advisory and operations teams, centralizing account hierarchies, standardized reporting templates, and scheduled reporting cadence. Operational governance is managed by advisory and operations staff who configure portfolio structures, reporting permissions, and client access controls to align system output with firm communications and compliance workflows.
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Aj Wealth | Government | 10 | $1M | United States | SS&C Technologies | SS&C Advent Black Diamond | Asset and Wealth Management | 2020 | n/a |
In 2020, Aj Wealth implemented SS&C Advent Black Diamond for Asset and Wealth Management. Aj Wealth is a United States based, 10 person government industry firm, and the SS&C Advent Black Diamond instance is surfaced on the company website for client access.
The SS&C Advent Black Diamond deployment is used as a client facing reporting and portfolio access layer on the website, indicating configuration around client portals and consolidated reporting capabilities that align with Asset and Wealth Management workflows. Functional emphasis is consistent with portfolio performance reporting, account aggregation, statement delivery, and advisor dashboards, reflecting standard modules and functional workflows of the application.
Operational scope centers on advisory and client service functions, with firm level administration managing account mappings, report templates, and access controls while external clients consume reports through embedded web flows. Governance is focused on standardized reporting workflows and security controls common to wealth management deployments, and the rollout is constrained to firm advisors and their client base via the website.
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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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Showing 1 to 10 of 178 entries
Buyer Intent: Companies Evaluating SS&C Advent Black Diamond
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Advent Black Diamond. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Advent Black Diamond for Asset and Wealth Management include:
- 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
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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First Horizon Bank | Banking and Financial Services | 7373 | $3.4B | United States | 2026-01-23 |
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Modern Aviation | Transportation | 210 | $63M | United States | 2026-01-12 |
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GIA (Gemological Institute of America) | Non Profit | 3500 | $370M | United States | 2025-06-19 |
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Education | 12800 | $1.9B | United Kingdom | 2025-03-25 |
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Banking and Financial Services | 1000 | $270M | United States | 2025-02-14 |
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Banking and Financial Services | 14600 | $6.9B | United States | 2025-02-12 |
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Professional Services | 10 | $1M | United States | 2024-12-02 |
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Retail | 130000 | $22.0B | Hong Kong | 2024-11-04 |
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Banking and Financial Services | 6000 | $3.1B | United States | 2024-09-18 |
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Banking and Financial Services | 175 | $20M | United States | 2024-06-24 |
FAQ - APPS RUN THE WORLD SS&C Advent Black Diamond Coverage
SS&C Advent Black Diamond is a Asset and Wealth Management solution from SS&C Technologies.
Companies worldwide use SS&C Advent Black Diamond, from small firms to large enterprises across 21+ industries.
Organizations such as Arthur J. Gallagher United States, Gallagher India, Simmons First National Corporation and CIBC Private Wealth Management US are recorded users of
SS&C Advent Black Diamond for Asset and Wealth Management.
Companies using SS&C Advent Black Diamond are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Advent Black Diamond are most concentrated in United States and India, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Advent Black Diamond across Americas, EMEA, and APAC.
Companies using SS&C Advent Black Diamond range from small businesses with 0-100 employees - 89.33%, to mid-sized firms with 101-1,000 employees - 7.87%, large organizations with 1,001-10,000 employees - 1.12%, and global enterprises with 10,000+ employees - 1.69%.
Customers of SS&C Advent Black Diamond include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified SS&C Advent Black Diamond customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Asset and Wealth Management.