2023年3月21日

03/21/2023 | 09:01am美國信息:*必填字段溫莎,康涅狄格州,3月21日2023 / SS&C從技術控股有限公司(納斯達克:SSNC)今天宣布推出其新的本地財務規劃的經驗在SS&C黑鑽石財富平台覆蓋過去,現在和未來客戶的財務生活。SS&C團隊設計工具與RightCapital密切合作,領先的軟件公司專門從事財富管理市場的財務規劃。“進一步權力黑鑽石的功能,我們利用RightCapital計劃數據。夥伴關係是我們所創建的最深的集成,”Steve Leivent說Co-General經理SS&C出現。“一起,我們重新定義規劃經驗,節省時間,使更多的同步用戶體驗,大大擴展了功能在我們已經強大的平台。”This two-way integration enhances one of the more popular integrations by natively pulling key financial planning data from RightCapital into Black Diamond's platform as account and portfolio information flow from Black Diamond to RightCapital. The continuous loop takes the advisor-investor dialogue to new levels by creating a seamless experience for the end user. This new integration goes beyond the typical surface-level integration by synchronizing the underlying platforms of both partners to enable deeper workflows in Black Diamond. Anthony Cavataio, V.P. Technology Solutions, Consultant at Advisor Group, stated, "Not only does it provide a quick and easy way for financial advisors to view their client's plan details, but the end investor can also benefit from the integration. Providing our clients with the ability to see how their performance, asset allocation and goals tie together strengthens the advisor-investor dialogue and their overall relationship." "Financial planning drives deeper conversations with clients around important life goals," said Shuang Chen, Co-Founder and CEO, RightCapital. "Being able to show financial plan details right from the Black Diamond client portal and mobile app means even more opportunities to collaborate with and strengthen client relationships." The Black Diamond Wealth Platform is one of SS&C's leading financial technology solutions delivering wealth management capabilities to over 2,000 advisory firms. This holistic, cloud-native platform allows advisors to manage their client's complete wealth picture through portfolio management, reporting, trading, rebalancing, risk management, and planning solutions, combined with fully outsourced daily reconciliation and data management services. 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 20,000 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 RightCapital RightCapital's mission is to create Right Plans for Real People™. RightCapital is used by thousands of financial advisors to grow their practices and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors (Source: The Kitces Report Volume 1, 2023 ). For more information, visit https://www.rightcapital.com . Additional information about Follow SS&C on Twitter, Linkedin and Facebook. SOURCE SS&C