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YourStake launches a new integration with SS&C's Black Diamond® Wealth Platform

YourStake launches a new integration with SS&C's Black Diamond® Wealth Platform

Learn how YourStake integrates to Black Diamond.

YourStake Team

In the news
July 19, 2022

YourStake is pleased to announce a new integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration connects YourStakes' deep data insights and values alignment to SS&C's powerful wealth management platform.

NEW YORK (PRWEB) JULY 19, 2022

YourStake is pleased to announce a new integration with SS&C Technologies' Black Diamond® Wealth Platform. This integration connects YourStakes' deep data insights and values alignment to SS&C's powerful wealth management platform.

Advisors leveraging Black Diamond can use YourStake’s tools to guide their clients through a values conversation, allowing each client's personalized lens to guide reporting on existing investment portfolios and generate new proposals to better align their values with their impact goals. This tool can help advisors consistently and easily demonstrate the impact of investing and cut through greenwashing by drilling down to specific information on each company in a portfolio. With the integration, advisors can answer any client question about values, impact, and ESG at an even greater efficiency scale.

"At SS&C, we are constantly surveying the landscape for technologies that create value for advisors and their clients," says Justin Wayne, Director of Solutions Management for SS&C Black Diamond. "Integrating with YourStake continues to help elevate communication and connectivity in the wealth management market."

"We are excited to announce this integration with Black Diamond. We strive to give advisors a best-in-class tool to lead clients on understanding investments through the lens of their values, from ESG to faith-based and beyond. We believe this integration enables advisors to bring this to greater scale," said Gabe Rissman, YourStake Co-Founder.

About YourStake.org


Wealth managers and financial advisors use YourStake’s tools to discover and engage client values across the sustainable investment journey, from prospecting to investing to reporting, and to explain impact reports that highlight the outcomes achieved by ESG investments. YourStake equips wealth managers with the primary sources of hundreds of ESG and values datasets so that advisors can always be confident answering any question a client may ask. YourStake was the top-rated values + ESG analysis tool based on financial advisor satisfaction in the most recent two years in the T3/Inside Information survey of 10,000 advisors. Solutions are available for individual RIAs and enterprises.

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.

Media Contact:
Jack Casady, Director of Marketing
jack@yourstake.org
YourStake.org
617-281-5988

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