Black Diamond Named Best Client Communications Solution at the 2016 Family Wealth Report Awards

22 March 2016

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced Black Diamond® has been named ‘Best Client Communications Solution’ at the 2016 Family Wealth Report Awards.

The awards were designed to recognize companies, teams, and individuals, deemed by the panel of judges, to have ‘demonstrated innovation and excellence during 2016.’ SS&C was one of five firms to be shortlisted in the Client Communications category, and the win is a great recognition of Black Diamond’s leadership in the industry.

The Black Diamond® wealth platform is a holistic, cloud-based wealth platform combining portfolio management, reporting, client communications, and rebalancing – all backed by proactive, advisor-centric service designed to help advisors achieve their goals. The platform delivers advanced client communications tools such as ‘presentation’ mode’, making it easier and less time consuming to prepare for client meetings.

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners.  He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management. 

Commenting on the firm’s recognition, Dave Welling, Senior Vice President and Managing Director of SS&C’s Advent’s Advisory Market Group, said: "We are honored Black Diamond® has been recognized as the leading client communication solution for the wealth management market. The Black Diamond wealth platform has been incredibly well-received by our client base and continues to enrich the level of service advisors deliver to their clients.”

SS&C adds this award to a growing list of accolades for Black Diamond over the last 12 months, including: Best Client Portal, 2015 Industry Awards; Best Portfolio Management System, 2015 Industry Awards; and Best Client Reporting Solution, FTF News 2015 Technology Innovation Award.


Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development