SS&C’s Black Diamond Wealth Platform Expands Integration with HiddenLevers to Include Advisor KPI

Share Article

Expanded Integration Will Provide Business Intelligence To Black Diamond Clients

SS&C’s Black Diamond Wealth Platform Expands Integration with HiddenLevers to Include Advisor KPI

HiddenLevers, a leading technology provider serving the wealth management space, today announced that it will increase integration ties with SS&C’s Black Diamond Wealth Platform, a premier portfolio accounting service provider for financial advisors. The expanded integration will provide registered investment advisor (RIA) clients enhanced business intelligence (BI).

HiddenLevers will utilize the robust Black Diamond API to construct advanced business metrics to complement Black Diamond’s existing BI analytics. RIA executive teams will be able to track advisor and client-level key performance indicators, monitor asset allocation drift from an Investment Policy Statement (IPS), and help prevent share class violations by advisors using the HiddenLevers platform. The new integration also allows RIA home offices to see the potential impact on their revenue and earnings from macroeconomic events such as the Yield Curve Inversion.

“By combining Black Diamond’s portfolio data with HiddenLevers’ revenue and risk modelling, clients are able to access deeper business intelligence and meaningful profit and loss insights,” said Justin Wayne, Head of Partnerships & Integrations for Black Diamond. “We are committed to constant innovation and expanding our integrations with our alliance partners.

“We are pleased to increase integration with Black Diamond to provide their clients with oversight and advisor performance tracking mechanisms at the ready,” said Andrew Miller, Platform Sherpa for HiddenLevers. “They are listening to their RIA customers who are growing in size and need a business intelligence solution that intelligently plugs into their tech stack.”

HiddenLevers has been invited to speak on the Black Diamond Integration Showcase: All the Right Connections panel at the 2019 SS&C Deliver Conference. HiddenLevers will also have team members in the conference exhibitor’s hall to demonstrate the power of its risk monitoring technology. For more information on HiddenLevers business intelligence capabilities, please visit HiddenLevers’ website.

About SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

About HiddenLevers
HiddenLevers is a technology platform, providing next-level applications, business intelligence, risk analytics and economic research for the wealth management space. With nearly $500 billion in assets on its platform, HiddenLevers offers client experience and home-office solutions aimed at financial advisors, asset managers, and wealth management executive teams. The cloud-based platform includes a macro-scenario library, proposal generation, portfolio stress testing, model construction, and enterprise monitoring of risk, revenue, and KPI. HiddenLevers was founded in 2009 and remains a self-funded company, with headquarters in Atlanta.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Alyssia Maluda
Visit website