SS&C Advent and Advizr Complete New Native Integration for the Black Diamond Wealth Platform

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Comprehensive technology integration supports advisors looking to put planning at the center of their relationships with clients

The new integration will now allow Advizr’s enhanced planning features and graphics to be displayed within the award-winning Black Diamond Wealth Platform to combine planning and investments seamlessly while eliminating manual double-entry.

Advizr, an innovative financial planning technology platform and SS&C Advent, a global provider of financial services software and software-enabled services, today announced a deep technology integration and augmentation of the already established partnership between Advizr and the Black Diamond® Wealth Platform. Wealth managers are now better equipped to discuss investment performance within the context of short- and long-term financial goals. Designed to create a seamless experience for both advisors and their clients, the enhanced Advizr-Black Diamond integration provides a single point of engagement.

“In order to drive adoption of the financial planning process across the industry, advisors need an easy-to-use, comprehensive platform that can pull data from multiple systems,” said Hussain Zaidi, CEO of Advizr. “This new integration with the Black Diamond Wealth Platform is a quantum leap from what advisors have had to work with in the past and will turbo-charge their planning efforts.”

The new integration will now allow Advizr’s enhanced planning features and graphics to be displayed within the award-winning Black Diamond Wealth Platform to combine planning and investments seamlessly while eliminating manual double-entry.

In addition to the new content available in Black Diamond, this second phase of the integration sends Black Diamond data to Advizr to automate calculations for financial planning analyses and provides asset mapping and classification, along with the wholesale transfer of entitlement structures for firms with multiple advisor teams.

“We are committed to providing advisors and their clients with the best experience possible,” said Steve Leivent, SVP, Advisory, SS&C Advent. “This integration with Advizr, along with our other Platform Partners, gets us closer to the future we envision for wealth management.”

About Advizr

Advizr, based in New York, NY is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution

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Timothy Welsh
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