SS&C Technologies announced that its Black Diamond Wealth Solutions platform will now integrate with eMoney Advisor, a leading financial‑planning software, on November 18 2025. The move allows advisors to link multiple eMoney financial plans to a single Black Diamond relationship, giving them a unified view of each client’s financial picture without toggling between systems.
The integration delivers a two‑way data sync between eMoney plans, Black Diamond’s Client Portal, and SS&C’s Financial Planning application. Advisors can create, update, and share plans in real time, while client data flows automatically into the portal, reducing manual entry and the risk of errors. Nearly 400 firms that currently use both platforms will benefit from the streamlined workflow and improved data consistency, enabling deeper client conversations and more efficient advisory processes.
This product enhancement is a key milestone in SS&C’s strategy to build a comprehensive, connected wealth‑tech ecosystem. By unifying planning and portfolio management tools, SS&C positions itself to attract new advisory firms, improve client retention, and generate incremental revenue from the expanded platform. The integration also strengthens SS&C’s competitive stance against other wealth‑tech providers that offer fragmented solutions.
Steve Leivent, Co‑General Manager of SS&C Wealth & Investment Technologies, said the integration is a “game‑changer for advisory firms relying on both Black Diamond and eMoney.” He added that the simplified workflow “strengthens data consistency and supports deeper, more informed client conversations.” Ricky Illigasch, Vice President of Product Management at eMoney, noted that the two‑way integration “makes it easier for firms to unify their technology, reducing manual effort and keeping financial planning at the center of client relationships.”
While the announcement does not include specific financial projections, the integration is expected to enhance SS&C’s value proposition to advisors and support the company’s broader goal of delivering a unified technology platform. The move is likely to reinforce SS&C’s position in the competitive wealth‑tech market and could drive future growth through increased adoption of its integrated solutions.
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