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Asset-Map, Black Diamond IntegrateAsset-Map, Black Diamond Integrate

SS&C Advent's Black Diamond and Asset-Map announce one of 2020's first integrations.

Samuel Steinberger, Senior Technology Editor

January 10, 2020

1 Min Read
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Advisors using both SS&C Advent’s Black Diamond portfolio management and reporting system and the personal finance visualization software Asset-Map now have a tighter data integration. As a result, Asset-Map graphics will be available on the Black Diamond “Relationship Timeline,” on its client portal, according to an announcement.

The primary benefit to advisors using both features will be time saved, said H. Adam Holt, CEO and founder of Asset-Map. “Advisors have an arsenal of tools and platforms to enhance their practices, but we know taking full advantage of each can be time consuming,” he said in a statement. Advisors can pull information from Black Diamond into Asset-Map, eliminating duplicate data entry.

Black Diamond has been steadily adding integrations to its portal, with a decumulation financial planning software provider and custodial integrations added last year.

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger