Black Diamond Through WIS
As a Registered Investment Advisor, WIS will offer SS&C’s Black Diamond Wealth Management Platform to all investment advisor’s fee-based businesses. WIS’ collaboration with SS&C’s Black Diamond Platform allows us to offer a suite of wealth management tools, including performance reporting, account aggregation, portfolio modeling and rebalancing, online client access and a number of other investor service related tools.
Additional information regarding the SS&C solution is available by contacting the WIS Investment Advisory team:
888.793.7717 ext. 3876
blackdiamond@wisdirect.com
The Advisory Team can also be contacted directly:
Danielle Llamas
626-710-3105
danielle@wisdirect.com
Jasmin Torres
626-529-2355
jasmin@wisdirect.com
Armand Yerjanian
626-463-2836
armand@wisdirect.com