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The IncomeConductor team is proud to announce that we have completed our integration project with SS&C Black Diamond Wealth Platform. As we continue to expand our data partnerships, our focus is on enabling financial advisors to create a seamless retirement income experience for their clients. Our new connectivity with SS&C Black Diamond Wealth Platform expands ease of access and one-click account linking to another large swath of the financial planning market.

The connection incorporates both standard custodial account linking, as well as “sleeved” account linking as enabled by Black Diamond’s integration with SmartX. Advisors can align sleeves with IncomeConductor income plan segments in both funding level and associated portfolio strategy, whether it is using a managed strategy or a “rep as PM” approach. The combination of these technology platforms creates an unparalleled retirement income planning experience in both the sales and service phase of advisors’ client relationships.

 

ABOUT SS&C TECHNOLOGIES
SS&C┬áis a global provider of services and software for the 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 companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

 

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