SS&C’s Black Diamond® Wealth Platform and RightCapital Announce Partnership to Enhance Financial Planning Experience

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The partnership provides easy-to-use and comprehensive financial planning abilities to Black Diamond clients.

“Integrating RightCapital with Black Diamond’s cutting-edge technology and innovative communication tools enables advisors to be more competitive and efficient in today’s evolving financial landscape,” said Shuang Chen, Co-Founder and CEO of RightCapital.

RightCapital, a next-generation financial planning tool that provides advisors with the ability to create comprehensive financial plans, today announced a partnership and technology integration with SS&C’s Black Diamond® Wealth Platform. The collaboration positions RightCapital as the strategic platform partner for financial planning.

“Clients today expect more than just investing advice from their advisors: they expect a true partnership,” said Steve Leivent, Senior Vice President, Advisory, SS&C Advent. “By incorporating RightCapital’s innovative planning solution into Black Daimond, advisory firms are able to provide greater insights to their clients and deliver on that true partnership experience.”

The integration allows advisors to seamlessly use both systems to generate comprehensive financial plans for clients via a user-friendly interface. Advisors are also able to memorialize key planning milestones from within RightCapital’s system to Black Diamond’s unique Relationship Timeline feature.

“We are thrilled about our new partnership with Black Diamond,” said Shuang Chen, Co-Founder and CEO of RightCapital. “Integrating RightCapital with Black Diamond’s cutting-edge technology and innovative communication tools enables advisors to be more competitive and efficient in today’s evolving financial landscape.”

Advisors interested in a demo of the RightCapital platform can call (888) 982-9596 or email sales@rightcapital.com.

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 RightCapital
After 15 years working with financial advisors, RightCapital co-founders Shuang Chen, CFA® and Song Chen recognized how complex many of the industry’s leading financial planning software systems have become over time. Founded in 2015, RightCapital was created with the goal of developing next-generation financial planning software that advisors can use to simplify the financial planning experience for their clients with three main goals: an elegant, modern look and feel; interactive, easy to use tools that can be shared by advisors and clients; rigorous and robust calculation engine that generates accurate results quickly. For more information visit, http://www.RightCapital.com.

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Anne Laffin
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