The Client View application centralizes all client-focused workflows in one place
SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage their clients’ financial lives.
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“Consolidating all aspects of client management into a single application will improve operations and ultimately help me deliver a more personalized client experience,” said Brian Boughner, Principal, Parallel Financial. “My firm values our partnership with Black Diamond as they consistently innovate with the advisor and their clients in mind.”
Client View represents a foundational shift in the WealthTech industry, emphasizing a merger of portfolio management and reporting with client-centric communications. Within a single space, advisors can view and manage clients’ key household information and contact details and analyze their financial life. Balance sheet collaboration, report generation, portfolio monitoring, direct client communications, and document sharing are some of the features included in the application. Integrated content relevant to each relationship complements the experience with custodial accounts, financial planning, risk analytics, and CRM. Firms have the flexibility to customize their experience based on the features they use the most(SS&C Black Diamond).
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“Investment advisors want to continue to differentiate their firms by delivering a superior client experience,” said Steve Leivent, Senior Vice President and Co-General Manager of SS&C Advent. “Client View provides advisors with a holistic view of each relationship so they can proactively tailor their capabilities to each client’s individual needs.”
The rollout plan for Client View calls for an introductory preview of the application’s functionality with select Black Diamond client firms, followed by a broader release by year end.
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