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SS&C Advent Black Diamond
from SS&C Technologies
A wealth management platform offering portfolio management, reporting, client communication, and financial planning tools. Includes goal tracking, performance reporting, and interactive client portals.
Category:
Financial Planning Tools
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.
Analysis on right >
Financial Planning Tools analysis
Security and Compliance
(9 Yes /9 Known /10 Possible features)
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1. Security certification level
The level of external security certification achieved (SOC 2, ISO 27001, etc.)
Platform is certified to industry standards such as SOC 2 and likely others.
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2. Disaster recovery
Comprehensive backup and recovery capabilities
Disaster recovery procedures are referenced in SS&C's platform SOC summaries.
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3. Vulnerability testing
Regular security testing and vulnerability assessments
Regular penetration and vulnerability testing are part of security certifications.
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4. Secure client communication
Encrypted communication channels with clients
Client portal and communications are encrypted for secure messaging.
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5. Data residency options
Control over geographic location of data storage
No information available
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6. Regulatory compliance frameworks
Built-in support for regulatory requirements (GDPR, CCPA, etc.)
Supports GDPR and other compliance frameworks according to SS&C statements.
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7. Audit logging
Detailed tracking of all system access and changes
Audit logging and user activity tracking are standard for compliance.
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8. Role-based access control
Granular permission settings based on user roles
Role-based access and permissions management described in platform admin guides.
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9. Multi-factor authentication
Additional security layers beyond password protection
Multi-factor authentication is enabled for platform access.
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10. Data encryption
Encryption of sensitive data both in transit and at rest
SS&C Advent materials specify data encryption at rest and in transit.
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Reporting and Analytics
(8 Yes /8 Known /10 Possible features)
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Data Integration and Aggregation
(9 Yes /9 Known /10 Possible features)
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Client Collaboration and Communication
(6 Yes /6 Known /10 Possible features)
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Estate Planning
(0 Yes /0 Known /10 Possible features)
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Tax Planning
(0 Yes /0 Known /10 Possible features)
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Retirement Planning
(0 Yes /0 Known /10 Possible features)
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Investment Portfolio Management
(7 Yes /7 Known /11 Possible features)
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Financial Goal Management
(6 Yes /6 Known /10 Possible features)
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Publicly available data, summarised using AI.
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