RIA Technology
Elevate your offering and scale your practice with intelligent and comprehensive solutions, powered by SS&C ALPS Advisors.
Expand Your Value with Streamlined Investment Management Technology
Dynamic solutions that unite the investment management expertise from ALPS Advisors and the industry-leading RIA technology from SS&C Black Diamond® Wealth Solutions.
Boost Profitability and Enhance the Client Experience
Transform your practice and deliver exceptional client outcomes at scale. Experience the benefits:
Human-Centered Investing
Provide tailored, tax-efficient strategies that align with each client's unique investment goals, constraints and risk tolerance.

Turnkey Asset Management Experience
Enhance your capabilities with a powerful investment platform that integrates effortlessly with Black Diamond’s portfolio reporting and client communication tools.

Optimize Your Operations
Increase your team’s efficiency with tax-smart proposals and streamlined rebalancing.

Drive Your Growth Upmarket
Leverage a team with the institutional firepower to help you win your largest prospects.

SS&C Black Diamond® Wealth Solutions Partnership
The collaboration between Black Diamond and ALPS Advisors began in 2018, when ALPS Advisors became part of the SS&C family through the acquisition of DST Systems.
Seeing the potential in merging ALPS Advisors’ investment expertise with Black Diamond’s advanced technology stack, the teams jointly developed Black Diamond Investment Management— a purpose-built solution that delivers modern, time-saving tools focused on elevating the client experience and investment goals.
The partnership has been hands-on from the start. Rather than functioning as traditional integration partners, Black Diamond and ALPS Advisors operate as collaborative teams, bringing together ALPS Advisors' leading expertise in investment management, curated low-cost ETFs and multi-manager, outcome-oriented model portfolios with Black Diamond’s strengths in technology and advisor workflow optimization.
Your Growth, Our Mission
Maximize efficiency with our turnkey investment management solutions.
Managed Account Services
Partner with our team of strategists, portfolio managers and traders for outsourced trading and rebalancing solutions within your Black Diamond experience.
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Personalized Model Portfolios
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Deliver risk-aware transitions.
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Delegate the rebalancing of your own strategies.
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Balance personalization and consistency across your practice.
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Thoughtful Automation
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Automated invest and cash request programs.
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Fully integrated client restriction management.
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Proactive tax-loss harvesting and cash management.
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Tax-Aware Portfolio Optimization
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Tax-aware optimization balances client target risk and tax liabilities.
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Strategic asset location amplifies after-tax return.
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Direct and enhanced indexing of portfolios for larger, tax-sensitive clients.
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Model Delivery
Access ALPS Advisors' curated ecosystem of model portfolios in the Black Diamond Model Marketplace.
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Diverse Strategies
Choose from a suite of cost-efficient, open-architecture ETF model portfolios and separately managed account strategies.
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Custom Integration
Seamlessly incorporate your own proprietary strategies alongside third-party model portfolios.
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Automated Updates
Keep portfolios aligned with model updates.
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Deep Analytics
Access comprehensive model documentation and performance analytics.
Proposal Generation
Create compelling, personalized investment proposals.
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Goals-Based Portfolio Construction
Align investment strategies with specific client objectives.
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Advanced Modeling
Juxtapose current and proposed allocations with risk and return statistics and Monte Carlo simulations.
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Tax-Smart Transitions
Create personalized proposals by incorporating risk, tax and other investor constraints into real-time tax-aware portfolio optimizations.
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Client Portal Integration
Share proposals and updates through a secure client portal.
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Interactive Reporting
Generate white-labelled, customizable proposals.
Trade List Delivery
Transform portfolio management with an intelligent engine.
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Enhanced Modeling
Build and manage models with N-tier architecture and security equivalent tracking.
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Tax-Efficient Rebalancing
Minimize tax impact with strategic asset location and automated loss harvesting.
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Proactive Monitoring
Stay ahead with alerts for cash needs, drift and tax-loss harvesting opportunities.
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Straight-Through Processing
Execute trades seamlessly through the FIX network with secure approval workflows.
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Embedded Experience
Leverage workflows for seamless cash management, reconciliation and more.