Case Study: Balentine builds a fully integrated wealth-tech stack and streamlines client experience with SS&C Technologies (Black Diamond)

Building the complete tech stack with Black Diamond® and Riskalyze

Balentine is a privately owned advisory firm managing $2.4 billion in AUM that wanted to centralize its financial planning technology and create a fully integrated client experience. To streamline workflows, enable a single wealth view, and improve client conversations during market volatility, Balentine evaluated solutions around its core reporting platform and chose SS&C Technologies’ Black Diamond Wealth Platform along with Riskalyze.

SS&C Technologies delivered a tightly integrated solution by linking Black Diamond with Riskalyze, allowing Balentine to purchase and onboard Riskalyze directly through Black Diamond and benefit from coordinated pricing, implementation, and support. The integration gives advisors and clients a singular portfolio view via the Black Diamond Investor Experience, accelerates contracting and setup, improves advisor-client discussions about risk and long‑term goals, and increases operational efficiency and confidence in data feeds.

Balentine

John Maddison

Relationship Manager