Smartleaf Inc. Announces Integration with SS&C Technologies’ Black Diamond Wealth Platform

$Smartleaf has reimagined the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at unprecedented scale. Our software platform is used to manage everything from custom-tailored $100MM taxable UMA accounts to $5 robo accounts with fractional shares. (PRNewsfoto/Smartleaf)$

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Smartleaf

Sep 09, 2021, 09:00 ET

BOSTON, Sept. 9, 2021 /PRNewswire/ -- Smartleaf, Inc. today announced an integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration enables advisors to efficiently and compliantly provide investors with unified managed accounts (UMAs) and unified managed households (UMHs) with market-leading portfolio customization and tax management — including ESG constraints, direct indexing, custom product mix, open architecture, tax-sensitive transition, year-round tax-loss harvesting, and more.

“We’re pleased to add Smartleaf to our integration ecosystem,” says Justin Wayne, Director of Solutions Management at SS&C Black Diamond. "Working together, we can help advisors further automate the delivery of custom portfolios that help deepen the advisor-client relationship."

“The integration between Black Diamond and Smartleaf makes sense for our mutual customers,” commented Jerry Michael, President, Smartleaf. “We look forward to empowering our joint clients to deliver superior service to their end investors.”

ABOUT SS&C TECHNOLOGIES
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

ABOUT SMARTLEAF
Smartleaf enables wealth advisory firms to deliver ultra-high levels of customization and optimized tax management to all of their clients at an unprecedented scale. Our automated rebalancing workflow is used to manage everything from custom-tailored $1B+ taxable UMA and UMH accounts to $5 robo accounts with fractional shares. To learn more, visit https://www.smartleaf.com.

Contact: Sara Ghattas, [email protected]

SOURCE Smartleaf