Reviews
No one has reviewed SS&C Black Diamond yet.
Features
4 of 15 answered so far. Compare all CRM tools →
AI assistant · Ask questions, draft emails or summarize clients inside the CRM
✓ Yes · from their website (source)
Meeting notetaker · Records, transcribes or summarizes client meetings
Not known yet
Workflow automation · Build multi-step workflows that run on their own
✓ Yes · from their website (source)
Email & calendar sync · Two-way sync with Outlook or Gmail
Not known yet
Texting · Text clients from the CRM, with archiving
Not known yet
Client portal · Clients log in to see documents, tasks or their data
✓ Yes · from their website (source)
E-signature · Built in, not only through an integration
Not known yet
Digital onboarding · New-client intake and account-opening workflows
Not known yet
Households · Group clients into households and relationships
Not known yet
Email marketing · Newsletters, drip campaigns or bulk email
Not known yet
Compliance archiving · Keeps email and texts for books-and-records rules
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
Built on Salesforce · Runs inside Salesforce
✓ Yes · from their website (source)
Use SS&C Black Diamond? Say what it has and how it really works
Integrations
Listed on the vendors' websites, and what advisors who use both say. How's your SS&C Black Diamond ↔ ____ integration?
