How can SS&C Rendezvous and the SS&C Black Diamond® Wealth Platform elevate your service?
Through seamless integration with Black Diamond, Rendezvous streamlines proposal generation and model assignment so that you can focus on your relationships.
- Investment and operational technologies
- Access to AI-driven client risk questionnaires
- Goals-based model recommendations
- Reduced back-office workloads
- Automated allocation and rebalancing workflows
Eric Hewitt On The Launch Of Rendezvous
Eric Hewitt, Chief Investment Officer and Head of New Product Development, SS&C ALPS Advisors, joined Julie Cooling, founder and CEO of RIA Channel, to discuss the launch of SS&C Rendezvous and its integration with the SS&C Black Diamond Wealth Platform.
Rendezvous provides Black Diamond Wealth Platform users with a turn-key solution that delivers modern, time-saving tools focused on the client experience and investment goals.Learn More
Humanize investing, demystify model allocations, simplify workflows, and recapture time – Rendezvous’ robust functionality is designed to give advisors the upper hand in today’s competitive landscape.Read More
© 2023 SS&C Technologies Holdings, Inc. Rendezvous is a product of SS&C Technologies. The Black Diamond Wealth Platform is a product of SS&C Advent.