Product Brief

Black Diamond Proposal Generation & Model Marketplace

With the combined power of Black Diamond’s next-generation Rebalancer and SS&C Rendezvous’ investment management expertise, advisors can leverage simplified workflows and recapture valuable time.

The Black Diamond Proposal Generation application and Model Marketplace are two cutting-edge investment management tools at the core of the award-winning, cloud-native SS&C Black Diamond^® Wealth Platform. Powered by SS&C Rendezvous’ leading expertise in investment management, curated low-cost ETF, and multi-manager, outcome-oriented model portfolios, these first-ever native integrations are complimentary offerings for advisors leveraging Black Diamond’s Rebalancer. They have been specifically designed for financial advisors looking to enhance their ability to articulate their value proposition and differentiate themselves in a highly competitive industry.

Together, they provide a turn-key solution that delivers modern, time-saving tools focused on elevating the client experience and investment goals.