Agent View

The site as an AI agent gets it, beside the site as a person sees it. What it can read, what it has to cut away, and what it never sees.

sscblackdiamond.com100 pages read on October 24, 2026
Full screen
Home | SS&C Black Diamond Wealth Solutions
sscblackdiamond.com
No main heading

Black Diamond AI is Here. Learn More.

Image: close-notification

About UsOur StoryOur ApproachIn the NewsOur TeamCareersCultureOpen Positions

Image: baner-img

The Cornerstone
of a Successful
Business

Build your wealth management business your way with all essential functions from one trusted provider.

Request Demo

WHY BLACK DIAMOND

The rest of the page is in full screen.

Drawn from the HTML mttr fetched, not a screenshot.
page.md521 words, about 2,502 tokens
![baner-img](https://www.sscblackdiamond.com/media/5jjdxnm2/ssc-black-diamond-banner-homepage-1.webp)

## **The Cornerstone** of a Successful Business

Build your wealth management business your way with all essential functions from one trusted provider.

[Request Demo](https://www.sscblackdiamond.com/request-demo/)

WHY BLACK DIAMOND

## **Build** with Black Diamond Wealth Solutions

Grow and sustain with a single, strong, and durable foundation.

![lightbulb-on-white.png](https://www.sscblackdiamond.com/media/y4ka5eb2/lightbulb-on-white.png)

### Complete, Single-Source Solution

Break down product silos and streamline operations across wealth and investment management.

##### 1M Active Users

Across firms leveraging CRM, portfolio management, investment management, oversight, and trust solutions.

![organizational-chart-white.png](https://www.sscblackdiamond.com/media/nmwbbkg3/organizational-chart-white.png)

### Tailored Configurations

Adapt the experience and create workflows that fit your business’s unique needs and goals.

##### $4.6+T AUM

Financial firms of all sizes count on Black Diamond to help run their business.

![person-group-3-white.png](https://www.sscblackdiamond.com/media/rs1kyal0/person-group-3-white.png)

### Unified Support

Enjoy exceptional service for all your users across every solution.

##### 8.2 Net Promoter Score

Clients rank us among the best in customer satisfaction.

![building-bank-white.png](https://www.sscblackdiamond.com/media/edrhczbs/building-bank-white.png)

### Reliable Foundation

Count on SS&C Technologies – a global leader in financial services innovation.

##### Over $15B

Invested in research, development, and acquisitions since 2012.

1 of 4

SS&C BLACK DIAMOND WEALTH SOLUTIONS

Where Every Corner of Your Firm Connects

Align every aspect of your practice for the stability and support you need to reach new heights.

BLACK DIAMOND INSIGHTS

## Industry Trends, Helpful Resources, and Proven **Solutions**

[![insight-img](https://www.sscblackdiamond.com/media/0slni0ac/resource-list-thumbnail-bdws-capabilities-brochure.jpg) Brochure The Cornerstone of a Successful Business Learn how you can grow your firm, your way, with a solid foundation of reliable technology and exceptional support.](https://www.sscblackdiamond.com/media/bm5hpmm5/ssc-black-diamond-2025-wealth-solutions-brochure.pdf)

[![insight-img](https://www.sscblackdiamond.com/media/olmdxpmo/simplifying-thumbnail.webp) Blog Post Asset Manager Sponsor Program | More Investment Choice, Less Work How Black Diamond helps firms scale their investment offering without adding to the workload.](https://www.sscblackdiamond.com/discover/blog/asset-manager-sponsor-program-more-investment-choice-less-work/)

[![insight-img](https://www.sscblackdiamond.com/media/0wnjpqzd/ssc-black-diamond-banner-podcast.webp) Podcast Introducing Black Diamond AI Discover how Black Diamond AI is bringing practical, intelligent technology directly into the advisor experience.](https://www.sscblackdiamond.com/discover/podcast/introducing-black-diamond-ai/)

1 of 3-1

Who We Serve

## **Tailor Made** for Every Practice

[![who-we-serve-block](https://www.sscblackdiamond.com/media/t5gl1gz3/who-we-serve1.jpg) RIAs Focus on growth while we handle the tech.](https://www.sscblackdiamond.com/who-we-serve/rias/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/izkf0gz1/who-we-serve2.jpg) Breakaway Advisors Launch your independent practice seamlessly.](https://www.sscblackdiamond.com/who-we-serve/breakaway-advisors/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/fqbbpyez/who-we-serve3.jpg) Broker-Dealers Attract top talent with cutting-edge technology.](https://www.sscblackdiamond.com/who-we-serve/broker-dealers/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/fetmhxld/who-we-serve4.jpg) Family Offices Bring complex financial pictures to life.](https://www.sscblackdiamond.com/who-we-serve/family-offices/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/oyjajiha/who-we-serve5.jpg) Banks & Trust Companies Streamline multi-entity management with ease.](https://www.sscblackdiamond.com/who-we-serve/banks-trust-companies/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/2zjpdsdv/who-we-serve6.jpg) Asset Managers Improve client reporting and performance analysis.](https://www.sscblackdiamond.com/who-we-serve/asset-managers/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/kqxmgztv/who-we-serve7.jpg) Retirement Service Providers Consolidate and automate operations to create scale.](https://www.sscblackdiamond.com/who-we-serve/retirement-services-providers/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/lyeofoc3/who-we-serve8.jpg) Foundations Build a technology blueprint that puts you in control.](https://www.sscblackdiamond.com/who-we-serve/foundations/)

1 of 8

![who-we-serve-img](https://www.sscblackdiamond.com/images/who-we-shape1.png)

### Join the 3,300+ firms that rely on Black Diamond Wealth Solutions.

![client-logo-diversified-trust.png](https://www.sscblackdiamond.com/media/gvwl1dk4/client-logo-diversified-trust.png)

![client-logo-plante-moran.png](https://www.sscblackdiamond.com/media/l5uic2nb/client-logo-plante-moran.png)

![client-logo-homlich-berg-wealth-management.png](https://www.sscblackdiamond.com/media/ga3gg5qe/client-logo-homlich-berg-wealth-management.png)

![client-logo-ladenburg-thalmann.png](https://www.sscblackdiamond.com/media/cbqhxalz/client-logo-ladenburg-thalmann.png)

1 of 4

[Learn More](https://www.sscblackdiamond.com/who-we-serve/client-community/) [Get Started](https://www.sscblackdiamond.com/request-demo/)

![who-we-serve-img](https://www.sscblackdiamond.com/images/who-we-shape2.png)

Awards

## **Excellence** Recognized

![Datos Insights](https://www.sscblackdiamond.com/media/sa4fup43/award-datos-insights-logo-bw.png)

![Wealth Tech Americas Award](https://www.sscblackdiamond.com/media/0ehngqqe/wealth-tech-americas-award-logo-grey.png)

![Family Wealth Report](https://www.sscblackdiamond.com/media/4ipbc2jm/award-family-wealth-report-grey.webp)

![WM Industry](https://www.sscblackdiamond.com/media/2lfkp0uu/award-wm-industry-awards-grey.webp)

1 of 4

##### Deliver **Excellence** at Every Corner of Your Business

[Request Demo](https://www.sscblackdiamond.com/request-demo/)

![request-demo](https://www.sscblackdiamond.com/images/requestdemo-bg.svg)

[Contact Us](https://www.sscblackdiamond.com/contact-us/)

- 
- 
- 

###### Solutions

- [CRM](https://www.sscblackdiamond.com/solutions/crm/)
- [Advisor Client Experience](https://www.sscblackdiamond.com/solutions/advisor-client-experience/)
- [Annuities & Insurance Marketplace](https://www.sscblackdiamond.com/solutions/annuities-insurance-marketplace/)
- [Integrations](https://www.sscblackdiamond.com/solutions/integrations/)
- [Portfolio Management & Reporting](https://www.sscblackdiamond.com/solutions/portfolio-management-reporting/)
- [Trading & Rebalancing](https://www.sscblackdiamond.com/solutions/trading-rebalancing/)
- [Investment Management](https://www.sscblackdiamond.com/solutions/investment-management/)
- [Operations & Business Insights](https://www.sscblackdiamond.com/solutions/operations-business-insights/)
- [Compliance & Surveillance](https://www.sscblackdiamond.com/solutions/compliance-surveillance/)
- [Alternative Investments Servicing](https://www.sscblackdiamond.com/solutions/alternative-investments-servicing/)
- [Trust Services](https://www.sscblackdiamond.com/solutions/trust-services/)
- [Unique Assets](https://www.sscblackdiamond.com/solutions/unique-assets/)
- [MineralWare](https://www.sscblackdiamond.com/solutions/unique-assets/#mineral)
- [Retirement & Benefits Payments](https://www.sscblackdiamond.com/solutions/retirement-benefits-payments/)

###### Who We Serve

- [Client Community](https://www.sscblackdiamond.com/who-we-serve/client-community/)
- [RIAs](https://www.sscblackdiamond.com/who-we-serve/rias/)
- [Breakaways](https://www.sscblackdiamond.com/who-we-serve/breakaway-advisors/)
- [Broker-Dealers](https://www.sscblackdiamond.com/who-we-serve/broker-dealers/)
- [Family Offices](https://www.sscblackdiamond.com/who-we-serve/family-offices/)
- [Banks & Trust Companies](https://www.sscblackdiamond.com/who-we-serve/banks-trust-companies/)
- [Asset Managers](https://www.sscblackdiamond.com/who-we-serve/asset-managers/)
- [Retirement Services Providers](https://www.sscblackdiamond.com/who-we-serve/retirement-services-providers/)
- [Foundations](https://www.sscblackdiamond.com/who-we-serve/foundations/)

###### Discover

- [Blog](https://www.sscblackdiamond.com/discover/blog/)
- [Resources](https://www.sscblackdiamond.com/discover/resources/)
- [Podcast](https://www.sscblackdiamond.com/discover/podcast/)
- [Events](https://www.sscblackdiamond.com/discover/events/)
- [Subscribe](https://www.sscblackdiamond.com/email-subscription-center-opt-in/)

###### About Us

- [Our Story](https://www.sscblackdiamond.com/about-us/our-story/)
- [Our Approach](https://www.sscblackdiamond.com/about-us/our-approach/)
- [Our Team](https://www.sscblackdiamond.com/about-us/our-team/)
- [In the News](https://www.sscblackdiamond.com/about-us/in-the-news/)

###### Careers

- [Culture](https://www.sscblackdiamond.com/careers/culture/)
- [Open Positions](https://wd1.myworkdaysite.com/recruiting/ssctech/SSCTechnologies?q=Black+Diamond)

###### For Clients

- [Black Diamond Wealth Platform](https://login.bdreporting.com/Auth/SignIn)
- [Contact the Service Team](https://www.sscblackdiamond.com/for-clients/contact-the-service-team/)

![f-logo](https://www.sscblackdiamond.com/images/f-logo.svg)

- © 2010 - 2026 SS&C Black Diamond Wealth Solutions is an offering of [SS&C Advent](https://www.advent.com/), a division of [SS&C Technologies](https://www.ssctech.com/).
- [Privacy](https://www.sscblackdiamond.com/privacy/)
- [Safe Harbor Statement](https://www.advent.com/safe-harbor-statement/)

No <main>: Wrap the page’s own content in <main>, so a reader knows where it starts and stops, and Clean can be measured. No h1: Give each one h1 that says what the page is.

The figures

100 pages, set against the 168,464 sites with figures.

See its rivals
Readablehigher is better
100%100 of 100 pages
All 168,464 sitesBetter than 47%

Pages whose own text is in the HTML the server sends, enough of it for their kind.

Cleanhigher is better
Nonemiddle page
All 168,464 sitesNo place yetWith no figure, it has no place.

Of the words before script, the share that are the page and not menus, footer and forms. 100 pages are not measured, with no <main> or no words.

Costshown, never scored
212,370tokens
About 2,124 a page

To read every page once. A long page that answers well is not worse for it. Tokens are estimated at about 4 characters each.

How its pages spread on Clean

No page measured

0 pages measured. Not measured: 100 with no <main> or no words.

Against its rivals

The sites nearest it by what they do, with figures. Close means similar work, not better.

Readinghigher is betterCostnot scored
SiteReadableCleanTokens a page
sscblackdiamond.comThis site, 100 pages100%None2,124
investmentnews.com99 pages100%None2,811
financial-planning.com36 pages97%60%2,385
cerulli.com97 pages100%54%1,081

First of 4 on Readable.

AI crawler access

What robots.txt says to each, as read on October 24, 2026. 8 of 8 may read the site.

Open robots.txt
Crawlerrobots.txt saysUsed forThe line that decides
GPTBotOpenAINot namedTraining modelsFalls to User-agent: *
OAI-SearchBotOpenAINot namedChatGPT searchFalls to User-agent: *
ChatGPT-UserOpenAINot namedA page a person asks aboutFalls to User-agent: *
ClaudeBotAnthropicNot namedTraining modelsFalls to User-agent: *
Claude-SearchBotAnthropicNot namedClaude’s searchFalls to User-agent: *
PerplexityBotPerplexityNot namedPerplexity searchFalls to User-agent: *
Google-ExtendedGoogleNot namedTraining GeminiFalls to User-agent: *
bingbotMicrosoftNot namedBing and CopilotFalls to User-agent: *

Every AI crawler mttr checks may read it. Not named means the rules for every crawler apply.

Every page

Worst first. Each opens in Agent View at the top.

100 pages of 100 lose something. Pick a loss to see what to do about it.Open the action plan

What an agent getshigher is betterSignalsCostnot scored
PageWordsCleanReadableMain headingTokensWhat it loses
/521No <main>YesNone2,502No <main> and 1 more
/discover/blog/authors/adam-anker300No <main>YesNone1,479No <main> and 1 more
/discover/blog/authors/alex-hagmeyer480No <main>YesNone1,998No <main> and 1 more
/discover/blog/authors/alina-hopkins254No <main>YesNone1,313No <main> and 1 more
/discover/blog/authors/andy-knox304No <main>YesNone1,589No <main> and 1 more
/discover/blog/authors/blakely-rowe412No <main>YesNone1,755No <main> and 1 more
/discover/blog/authors/brandon-parks429No <main>YesNone2,007No <main> and 1 more
/discover/blog/authors/brian-barry259No <main>YesNone1,359No <main> and 1 more
/discover/blog/authors/brian-justice1,151No <main>YesNone4,124No <main> and 1 more
/discover/blog/authors/brooke-kennard287No <main>YesNone1,342No <main> and 1 more
/discover/blog/authors/bryan-brookman-jones148No <main>YesNone1,098No <main> and 1 more
/discover/blog/authors/bryan-klein-cfp360No <main>YesNone1,663No <main> and 1 more
/discover/blog/authors/carlo-yannuzzi152No <main>YesNone1,123No <main> and 1 more
/discover/blog/authors/carlos-quintanilla147No <main>YesNone1,063No <main> and 1 more
/discover/blog/authors/chris-spediacci160No <main>YesNone1,090No <main> and 1 more
/discover/blog/authors/david-lau164No <main>YesNone1,090No <main> and 1 more
/discover/blog/authors/donna-austin208No <main>YesNone1,247No <main> and 1 more
/discover/blog/authors/dr-angela-lamar293No <main>YesNone1,408No <main> and 1 more
/discover/blog/authors/dustin-lamb606No <main>YesNone2,377No <main> and 1 more
/discover/blog/authors/erin-kendrick265No <main>YesNone1,290No <main> and 1 more
/discover/blog/authors/francis-bravo163No <main>YesNone1,109No <main> and 1 more
/discover/blog/authors/gretchen-goode346No <main>YesNone1,672No <main> and 1 more
/discover/blog/authors/jack-mccarthy213No <main>YesNone1,250No <main> and 1 more
/discover/blog/authors/jeff-brewster212No <main>YesNone1,203No <main> and 1 more
/discover/blog/authors/jeff-cohen283No <main>YesNone1,326No <main> and 1 more
The worst 25 of 100 pages.Show all 100

Show where it stands

A card, a badge and a line, each with the figures.

sscblackdiamond.com in Agent View: 100% readable
1200 by 630, for linksDownload

A badge for the site

Agent View: 100% readable
<a href="https://mttr.si/agent-view/sscblackdiamond.com"><img src="https://mttr.si/agent-view/sscblackdiamond.com/badge.svg" alt="Agent View: 100% readable" height="20"></a>
Drawn again after every read

The figures in one line

sscblackdiamond.com in Agent View: 100% of pages readable, better than 47% of sites; Clean not measured; 212,370 tokens to read all 100 pages. mttr.si/agent-view/sscblackdiamond.com

What to do next

Fix the pages, let an agent do it, and read the site again to see the figures move.

Fix what agents miss

100pages lose something
  • Wrap 100 pages in <main>Clean measured
  • Give 68 pages a main headingClearer
Open the action plan

Connect your agent

Claude Code, Codex or Cursor reads the site’s fixes over MCP, fixes a page in your code, has mttr read it again, and checks the fix landed.

https://mttr.si/mcp
Set up an agent

Claim the site

Prove it is yours with a DNS record or a file. Your agent can then reach its reads and jobs, and set each change to wait for your approval.

Claim the site

Drawn from the HTML mttr fetched on its read of October 24, 2026, not a screenshot, and only from the 100 pages read, where the read stopped at its page limit. An assistant’s own reader may differ. Tokens are estimated at about 4 characters each. A site an agent reads well is not a site an assistant cites.

Agent Viewsscblackdiamond.com Close Esc
Home | SS&C Black Diamond Wealth Solutions
sscblackdiamond.com

3 of 31 images have no words, so an agent gets nothing of them.

No main heading

Black Diamond AI is Here. Learn More.

Image: close-notification

About UsOur StoryOur ApproachIn the NewsOur TeamCareersCultureOpen Positions

Image: baner-img

The Cornerstone
of a Successful
Business

Build your wealth management business your way with all essential functions from one trusted provider.

Request Demo

WHY BLACK DIAMOND

Build with Black Diamond
Wealth Solutions

Grow and sustain with a single, strong, and durable foundation.

Image: lightbulb-on-white.png

Complete, Single-Source Solution

Break down product silos and streamline operations across wealth and investment management.

1M Active Users

Across firms leveraging CRM, portfolio management, investment management, oversight, and trust solutions.

Image: organizational-chart-white.png

Tailored Configurations

Adapt the experience and create workflows that fit your business’s unique needs and goals.

$4.6+T AUM

Financial firms of all sizes count on Black Diamond to help run their business.

Image: person-group-3-white.png

Unified
Support

Enjoy exceptional service for all your users across every solution.

8.2 Net Promoter Score

Clients rank us among the best in customer satisfaction.

Image: building-bank-white.png

Reliable
Foundation

Count on SS&C Technologies – a global leader in financial services innovation.

Over $15B

Invested in research, development, and acquisitions since 2012.

1

of 4

SS&C BLACK DIAMOND WEALTH SOLUTIONS

Where Every Corner of Your Firm Connects

Align every aspect of your practice for the stability and support you need to reach new heights.

Image with no words

Image with no words

Image with no words

BLACK DIAMOND INSIGHTS

Industry Trends, Helpful
Resources, and Proven Solutions

Image: insight-img

Brochure

The Cornerstone of a Successful Business

Learn how you can grow your firm, your way, with a solid foundation of reliable technology and exceptional support.

Image: insight-img

Blog Post

Asset Manager Sponsor Program | More Investment Choice, Less Work

How Black Diamond helps firms scale their investment offering without adding to the workload.

Image: insight-img

Podcast

Introducing Black Diamond AI

Discover how Black Diamond AI is bringing practical, intelligent technology directly into the advisor experience.

1

of 3-1

Who We Serve

Tailor Made for Every Practice

Image: who-we-serve-block

RIAs

Focus on growth while we handle the tech.

Image: who-we-serve-block

Breakaway Advisors

Launch your independent practice seamlessly.

Image: who-we-serve-block

Broker-Dealers

Attract top talent with cutting-edge technology.

Image: who-we-serve-block

Family Offices

Bring complex financial pictures to life.

Image: who-we-serve-block

Banks & Trust Companies

Streamline multi-entity management with ease.

Image: who-we-serve-block

Asset Managers

Improve client reporting and performance analysis.

Image: who-we-serve-block

Retirement Service Providers

Consolidate and automate operations to create scale.

Image: who-we-serve-block

Foundations

Build a technology blueprint that puts you in control.

1

of 8

Image: who-we-serve-img

Join the 3,300+ firms that rely on Black Diamond Wealth Solutions.

Image: client-logo-diversified-trust.png

Image: client-logo-plante-moran.png

Image: client-logo-homlich-berg-wealth-management.png

Image: client-logo-ladenburg-thalmann.png

1

of 4

Learn More

Get Started

Image: who-we-serve-img

Awards

Excellence Recognized

Image: Datos Insights

Image: Wealth Tech Americas Award

Image: Family Wealth Report

Image: WM Industry

1

of 4

Deliver Excellence at Every Corner of Your Business

Request Demo

Image: request-demo

Contact UsCRMAdvisor Client ExperienceAnnuities & Insurance MarketplaceIntegrationsPortfolio Management & ReportingTrading & RebalancingInvestment Management

Drawn from the HTML mttr fetched, not a screenshot.
page.md521 words, about 2,502 tokens
![baner-img](https://www.sscblackdiamond.com/media/5jjdxnm2/ssc-black-diamond-banner-homepage-1.webp)

## **The Cornerstone** of a Successful Business

Build your wealth management business your way with all essential functions from one trusted provider.

[Request Demo](https://www.sscblackdiamond.com/request-demo/)

WHY BLACK DIAMOND

## **Build** with Black Diamond Wealth Solutions

Grow and sustain with a single, strong, and durable foundation.

![lightbulb-on-white.png](https://www.sscblackdiamond.com/media/y4ka5eb2/lightbulb-on-white.png)

### Complete, Single-Source Solution

Break down product silos and streamline operations across wealth and investment management.

##### 1M Active Users

Across firms leveraging CRM, portfolio management, investment management, oversight, and trust solutions.

![organizational-chart-white.png](https://www.sscblackdiamond.com/media/nmwbbkg3/organizational-chart-white.png)

### Tailored Configurations

Adapt the experience and create workflows that fit your business’s unique needs and goals.

##### $4.6+T AUM

Financial firms of all sizes count on Black Diamond to help run their business.

![person-group-3-white.png](https://www.sscblackdiamond.com/media/rs1kyal0/person-group-3-white.png)

### Unified Support

Enjoy exceptional service for all your users across every solution.

##### 8.2 Net Promoter Score

Clients rank us among the best in customer satisfaction.

![building-bank-white.png](https://www.sscblackdiamond.com/media/edrhczbs/building-bank-white.png)

### Reliable Foundation

Count on SS&C Technologies – a global leader in financial services innovation.

##### Over $15B

Invested in research, development, and acquisitions since 2012.

1 of 4

SS&C BLACK DIAMOND WEALTH SOLUTIONS

Where Every Corner of Your Firm Connects

Align every aspect of your practice for the stability and support you need to reach new heights.

BLACK DIAMOND INSIGHTS

## Industry Trends, Helpful Resources, and Proven **Solutions**

[![insight-img](https://www.sscblackdiamond.com/media/0slni0ac/resource-list-thumbnail-bdws-capabilities-brochure.jpg) Brochure The Cornerstone of a Successful Business Learn how you can grow your firm, your way, with a solid foundation of reliable technology and exceptional support.](https://www.sscblackdiamond.com/media/bm5hpmm5/ssc-black-diamond-2025-wealth-solutions-brochure.pdf)

[![insight-img](https://www.sscblackdiamond.com/media/olmdxpmo/simplifying-thumbnail.webp) Blog Post Asset Manager Sponsor Program | More Investment Choice, Less Work How Black Diamond helps firms scale their investment offering without adding to the workload.](https://www.sscblackdiamond.com/discover/blog/asset-manager-sponsor-program-more-investment-choice-less-work/)

[![insight-img](https://www.sscblackdiamond.com/media/0wnjpqzd/ssc-black-diamond-banner-podcast.webp) Podcast Introducing Black Diamond AI Discover how Black Diamond AI is bringing practical, intelligent technology directly into the advisor experience.](https://www.sscblackdiamond.com/discover/podcast/introducing-black-diamond-ai/)

1 of 3-1

Who We Serve

## **Tailor Made** for Every Practice

[![who-we-serve-block](https://www.sscblackdiamond.com/media/t5gl1gz3/who-we-serve1.jpg) RIAs Focus on growth while we handle the tech.](https://www.sscblackdiamond.com/who-we-serve/rias/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/izkf0gz1/who-we-serve2.jpg) Breakaway Advisors Launch your independent practice seamlessly.](https://www.sscblackdiamond.com/who-we-serve/breakaway-advisors/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/fqbbpyez/who-we-serve3.jpg) Broker-Dealers Attract top talent with cutting-edge technology.](https://www.sscblackdiamond.com/who-we-serve/broker-dealers/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/fetmhxld/who-we-serve4.jpg) Family Offices Bring complex financial pictures to life.](https://www.sscblackdiamond.com/who-we-serve/family-offices/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/oyjajiha/who-we-serve5.jpg) Banks & Trust Companies Streamline multi-entity management with ease.](https://www.sscblackdiamond.com/who-we-serve/banks-trust-companies/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/2zjpdsdv/who-we-serve6.jpg) Asset Managers Improve client reporting and performance analysis.](https://www.sscblackdiamond.com/who-we-serve/asset-managers/)

[![who-we-serve-block](https://www.sscblackdiamond.com/media/kqxmgztv/who-we-serve7.jpg) Retirement Service Providers Consolidate and automate operations to create scale.](https://www.sscblackdiamond.com/who-we-serve/retirement-services-providers/)

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## **Excellence** Recognized

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##### Deliver **Excellence** at Every Corner of Your Business

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###### Solutions

- [CRM](https://www.sscblackdiamond.com/solutions/crm/)
- [Advisor Client Experience](https://www.sscblackdiamond.com/solutions/advisor-client-experience/)
- [Annuities & Insurance Marketplace](https://www.sscblackdiamond.com/solutions/annuities-insurance-marketplace/)
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- [Unique Assets](https://www.sscblackdiamond.com/solutions/unique-assets/)
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###### Who We Serve

- [Client Community](https://www.sscblackdiamond.com/who-we-serve/client-community/)
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###### Discover

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###### About Us

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###### Careers

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