Nitrogen & SS&C Black Diamond

Nitrogen and the SS&C’s Black Diamond® Wealth Platform go hand-in-hand. Create proposals in Nitrogen, implement them in Black Diamond, and sync client profiles and accounts as you go.

Included in:
  • Portfolio Management
Questions? Contact Us

Start with the power of Risk Alignment…

Sync Black Diamond’s aggregated accounts directly into Nitrogen and instantly tap into sophisticated analytics of holdings, accounts, and portfolios. Set a target Risk Number or leverage risk assessments to generate a proposal that demonstrates alignment with clients.

…and guide your clients through their wealth journey.

Once clients know their Risk Number and have bought into their investment strategy, they’re ready for a complete financial plan. Give them visibility into that plan, including their Risk Number, Portfolio Risk, Risk/Reward heatmaps, and more, right inside the Black Diamond Wealth Platform.

Integration includes:

  • An active, two-way sync ensures every client’s Risk Number is reflected in Nitrogen and Black Diamond.
  • With the flip of a switch, your clients get visibility into their personal Risk Number, the Risk Number of their portfolio, and the 95% Historical Range™ on their portfolio directly inside the Client Experience Portal.
  • Launch a risk questionnaire, build your clients a custom-fit proposal in Nitrogen, and seamlessly implement those changes in Black Diamond.
  • Bring the power of Stress Tests, Scenarios, Individual Security Analysis, and detailed reports right into Black Diamond.
  • Launch Nitrogen from Black Diamond—or Black Diamond from Nitrogen. However you build portfolios, you’ll have access to Nitrogen’s full suite of risk alignment and portfolio building tools.

Learn More

To learn more about using the Nitrogen and Black Diamond integration, visit our knowledge base article.



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