Black Diamond

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 

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Highland Capital Brokerage

 

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CONTACT INFO
  • Bond Support: 866.746.7075
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Trading

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Fidelity:

2020 Fidelity Tax Information

Pershing:

2020 Pershing Tax Information

Wedbush:

2020 Wedbush Tax Statement Mailing Dates:

  • 1099R - February 1, 2021
  • 1099R Consolidated - February 8-16, 2021
  • 480.6 (PR) - March 1, 2021
  • 1042-S - March 16, 2021
  • 5498 - May 31, 2021

WIS:

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WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

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