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HUMANIZE INVESTING
  •  DEMYSTIFY MODEL ALLOCATIONS
 •  SIMPLIFY WORKFLOWS
  •  RECAPTURE TIME

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

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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.  

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Product Brief

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.

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Brochure

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.

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FOR MORE INFORMATION

For more information on how SS&C solutions such as Rendezvous and the Black Diamond Wealth Platform can support your unique advisory business, request a consultation today:

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© 2024 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.