There are two options for advisors to grow their business: secure additional assets from existing client relationships or on-board new clients. With both approaches, exceptional customer service is required, especially in a competitive market.
Tailored Assistance for Every Firm’s Unique Needs
At SS&C, we are focused on help you grow your business. Clients of the SS&C Black Diamond® Wealth Platform have a direct point of contact for any need, including assisting when you are bringing in new assets and need help with the implementation. Every client, whether a large advisor or a small family office, has a dedicated point of contact who understands their firm’s unique needs. This personalized approach ensures that advisors can rely on our team for tailored support that keeps their growth on track.
In a short introductory call, we gather all the necessary details, including new employees to onboard, the services you plan to use, and the client data that needs organizing. Our team is an extension of your back office, and we offer virtual and in-person training. Whether it’s migrating data, integrating existing systems, or ensuring a smooth client transition, our team is there every step of the way.
Streamlining Client Onboarding and Management
To help advisors maximize their time, Black Diamond integrates cutting-edge tools, such as monitoring and bulk upload tools for new client data. These systems ensure that the process of managing new and existing clients is both efficient and scalable. Every new addition gets up and running as quickly as possible, taking the complexity out of onboarding new assets or advisors.
Regardless of the size or type of your firm, our commitment is the same: we want to make the implementation as effortless as possible so that you can focus on what really matters. Small advisors, aggregators, and even family offices know that with Black Diamond as their partner in implementing new business, they can spend their time building client relationships and adding firm value.
Seamless Growth with Personalized Support
Supporting existing clients while driving new business is a delicate balance that requires a deep understanding of client needs and the right tools for scalability. At SS&C, we provide personalized, high-touch service that ensures your growth journey is as seamless as possible. With our integrated solutions, you can onboard new assets effortlessly while maintaining a strong focus on client satisfaction. Whether adding a single advisor or integrating multiple systems, we deliver the expertise and efficiency needed to keep your firm competitive and thriving in today’s fast-moving wealth management landscape.
To learn how the SS&C Black Diamond Wealth Platform can support your unique advisory business, request your personal demo, call 1-800-727-0605, or email info@advent.com.
