New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution
Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced a new integration with SS&C’s Black Diamond® Wealth Platform. Through this integration, Black Diamond clients will have access to Wealthcare’s groundbreaking GDX360® goals-driven planning and investment management platform.
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“Partnering with Wealthcare empowers firms to further customize their client’s financial plans,” said Justin Wayne, Head of Black Diamond Partnerships and Integrations at SS&C Advent. “A comprehensive plan then helps advisors facilitate in-depth client conversations and foster long-lasting relationships.”
The GDX360 platform from Wealthcare synchronizes financial planning, investment strategies, goals-driven advice, operations, and compliance. The integration between the GDX360 platform and Black Diamond allows advisors to make real-time updates to client plans by leveraging details such as relationships, accounts, and holdings.
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“Black Diamond is a well-respected industry leader, and through our integration, we will be able to provide their advisors access to our proprietary goals-driven experience,” says Matt Regan, President of Wealthcare. “We are thrilled to introduce our planning solution to a whole new set of advisors, who will see the benefits of comprehensive goals-driven planning as well as the option of a fully integrated goals-based investment framework. We look forward to working with Black Diamond as a partner in transforming the way that their advisors provide value to their clients’ lives.”
