What makes BD3 such an innovative solution for financial advisors?

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At SS&C Advent, we take a long look at the needs of the modern advisor because we continually ask ourselves one question: What problems are advisors facing and how can we help?

Every day, we look to the future so we can provide the next-generation technology you need. We invite you to leverage our innovative and intuitive Black Diamond Wealth Platform, also known as BD3, so you can strengthen your connections with both clients and prospects.

What makes BD3 such an innovative solution?

Our platform provides a purposeful suite of tools so you can manage your client’s complete wealth picture. But, that’s just the beginning. With Black Diamond, your firm can gain streamlined organization of your content, workflows and maintenance capabilities. Plus, your advisors can leverage enhanced reporting functionality, improved business intelligence and access to industry-leading integrations. Best of all, our dedicated, single point of contact service model ensures that you make the most of the system.

Key system functions include:

  • Portfolio View – Run a report on a single account and communicate more strategically with your clients.
  • Monitor Dashboard – Focus on key maintenance areas and easily resolve outstanding tasks such as house holding new accounts.
  • Report Builder – Leverage greater content transparency and control and present information that fits your clients’ individual needs.
  • Business Intelligence –Quickly identify current business, identify trends and outliers, and examine the finer details of client relationships.
  • Platform Integrations – Native packages within Black Diamond offer best-in-breed solutions which provide cutting-edge capabilities such as risk analysis, financial planning, and CRM.

Let us help you be distinct in the market. Contact us today and start taking advantage of all that BD3 has to offer.

To learn more, contact us today at 800.727.0605 or visit blackdiamond.advent.com to watch our newest video.

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Posted in Wealth Management and Financial Planning

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