Bolton Global Capital selects SS&C Black Diamond wealth platform for adviser network growth
SSNC•Morningstar integration and expanded advisory suite use
Deployment includes integration with Morningstar research, data, and analytics, with expanded use through Morningstar Direct Advisory Suite.
SS&C Black Diamond selected for adviser network expansion
SS&C Technologies said Bolton Global Capital selected its Black Diamond Wealth Solutions platform to support expansion of its independent adviser network.
Bolton, a FINRA broker-dealer with more than $19 billion in assets under management, will use the platform for portfolio management, reporting, and workflow.
