SS&C announced Black Diamond AI enhancements for SS&C Black Diamond Wealth Solutions on 10 September 2026, according to its investor release. Black Diamond Assist is an in-platform agentic AI for navigation, Q&A and workflows. Black Diamond Insights delivers proactive Relationship, Reports and Statements, Planning and Trades Analysis summaries, plus plain-English natural-language data queries.
An MCP server lets advisors securely use Black Diamond data and actions from their chosen enterprise AI platform, with governance via SS&C AI Gateway and interoperability with SS&C WorkHQ. Named adopters quoted include Brian Boughner, CEO of Fiduciary Alliance, and Sean Hendler, director of performance reporting at HB Wealth.
Steve Leivent, SVP and co-head of SS&C Wealth and Investment Technologies, framed AI as embedded where advisors work. Availability and commercial terms should be confirmed against the IR release and https://www.sscblackdiamond.com/.
Performance, savings or adoption figures in the announcement are company claims unless independently attributed. Buyers should confirm scope, availability and commercial terms against SS&C Black Diamond's primary materials and https://www.sscblackdiamond.com/.