WINDSOR, Conn., March 21, 2023 /PRNewswire/ — SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) right now announced the launch of its new indigenous financial planning knowledge in the SS&C Black Diamond Wealth Platform to cover the previous, present and long term of a client’s fiscal existence. The SS&C team built the device in near collaboration with RightCapital, a primary software firm specializing in financial scheduling in the Prosperity Administration industry.
“To even more energy Black Diamond performance, we are leveraging RightCapital planning info. The partnership is one particular of the deepest integrations we’ve at any time created,” reported Steve Leivent, Co-Basic Manager, SS&C Advent. “With each other, we redefine the arranging expertise by saving time and enabling a much more synchronized user working experience —and substantially expands the capabilities within our now strong platform.”
This two-way integration improves just one of the far more popular integrations by natively pulling critical money arranging data from RightCapital into Black Diamond’s platform as account and portfolio facts movement from Black Diamond to RightCapital. The ongoing loop normally takes the advisor-trader dialogue to new amounts by building a seamless expertise for the finish consumer. This new integration goes over and above the standard surface area-stage integration by synchronizing the fundamental platforms of both partners to permit further workflows in Black Diamond.
Anthony Cavataio, V.P. Technological know-how Remedies, Specialist at Advisor Group, stated, “Not only does it supply a swift and simple way for financial advisors to watch their client’s approach specifics, but the conclude trader can also profit from the integration. Furnishing our purchasers with the potential to see how their general performance, asset allocation and objectives tie together strengthens the advisor-investor dialogue and their total romantic relationship.”
“Monetary scheduling drives deeper conversations with customers all around significant daily life ambitions,” claimed Shuang Chen, Co-Founder and CEO, RightCapital. “Remaining able to display money approach particulars suitable from the Black Diamond client portal and cell application means even more alternatives to collaborate with and reinforce client associations.”
The Black Diamond Wealth Platform is one of SS&C’s foremost monetary know-how methods delivering wealth administration abilities to around 2,000 advisory corporations. This holistic, cloud-native platform permits advisors to take care of their client’s comprehensive wealth photograph by way of portfolio administration, reporting, trading, rebalancing, chance administration, and planning options, combined with completely outsourced everyday reconciliation and knowledge management companies.
About SS&C Technologies
SS&C is a world service provider of services and program for the money companies and healthcare industries. Launched in 1986, SS&C is headquartered in Windsor, Connecticut, and has places of work close to the world. Some 20,000 economical companies and healthcare companies, from the world’s premier corporations to modest and mid-market corporations, depend on SS&C for know-how, scale, and engineering.
About RightCapital
RightCapital’s mission is to create Suitable Plans for Actual People™. RightCapital is employed by 1000’s of money advisors to grow their methods and set their consumers on the route to economic accomplishment. Started in 2015, RightCapital is the fastest-expanding fiscal scheduling computer software with the maximum user fulfillment among the advisors (Source: The Kitces Report Quantity 1, 2023). For extra details, go to https://www.rightcapital.com.
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