Partners

  • Fidelity Clearing and Custody Solutions℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks and insurance companies. Fidelity Clearing & Custody Solutions' goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology.

  • The Black Diamond wealth platform provides advisors a purposeful suite of tools – from portfolio management to reporting to client communications and more – to manage their client’s complete wealth picture. Black Diamond is one of SS&C Advent’s leading investment and financial technology solutions providing innovative capabilities to advisors and wealth managers.