About Black Diamond
Black Diamond, from SS&C Advent, is a portfolio reporting and performance platform for wealth managers.
Black Diamond + Slant
Authorize Slant with a Black Diamond firm user. Slant imports the authorized households, supervised accounts, portfolios and allocation targets, then refreshes nightly.
Slant matches imported relationships to your clients, and you can link or adjust the rest. Each linked client gets a Reporting tab with their Black Diamond data.
Common use cases
Reporting data on the client record
See accounts, activity and allocations from Black Diamond without switching systems.
New relationships without re-keying
Create the Black Diamond relationship and contacts from a Slant client in one step.
Always the latest numbers
Data refreshes nightly after the first import.
