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CRM

Black Diamond CRM

CRM built for wealth management firms, offered in three editions on Salesforce or Microsoft Dynamics.

Made by SS&C Technologies Visit Black Diamond CRM's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed7 connectionsBlack Diamond (portfolio management and reporting), Microsoft Outlook and Office 365, Orion and 4 more. Source and date for each below.
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What their website looks like

Screenshot of Black Diamond CRM's homepage
Black Diamond CRM's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on SS&C Technologies' site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No prices published; CRM solution page checked and there was no /pricing page on 2026-10-06. The page offers Request Demo only. Not found, Oct 6.

What one person pays for other advisor CRMs

Advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person. Black Diamond CRM isn't on it: it doesn't publish a price.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Black Diamond (portfolio management and reporting)
Black Diamond CRM7 connections listed

Data goes out to

Black Diamond (portfolio management and reporting)Microsoft Outlook and Office 365
Single sign-on
Black Diamond (portfolio management and reporting)
Listed, no detail
OrionTamaracAddeparAPXAxys
Connection cost: Black Diamond CRM publishes no pricing for us to read.

No custodian, CRM or planning connection found

We didn't find one on the pages of SS&C Technologies' site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools SS&C Technologies lists.

Black Diamond (portfolio management and reporting)
Checked on the vendor's site
  • Data in: client, portfolio and account data
  • Direction not stated: contacts and relationships
  • Direction not stated: address data
  • Data out: timeline posts created from CRM tasks
  • Single sign-on
Source: SS&C Black Diamond CRM page. Checked Oct 6.
Microsoft Outlook and Office 365
Checked on the vendor's site
  • Data out: client and financial data shown in Outlook
Source: SS&C Black Diamond CRM page. Checked Oct 6.
Orion
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: SS&C Black Diamond blog, Find Your Fit with Three Tailored CRM Solutions (Elements and Engage editions), published Aug 19, 2025. Checked Oct 6.
Tamarac
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: SS&C Black Diamond blog, Find Your Fit with Three Tailored CRM Solutions (Elements and Engage editions), published Aug 19, 2025. Checked Oct 6.
Addepar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: SS&C Black Diamond blog, Find Your Fit with Three Tailored CRM Solutions (Elements and Engage editions), published Aug 19, 2025. Checked Oct 6.
APX
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: SS&C Black Diamond blog, Find Your Fit with Three Tailored CRM Solutions (Elements and Engage editions), published Aug 19, 2025. Checked Oct 6.
Axys
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: SS&C Black Diamond blog, Find Your Fit with Three Tailored CRM Solutions (Elements and Engage editions), published Aug 19, 2025. Checked Oct 6.

Moving to Black Diamond CRM from another tool

What SS&C Technologies' own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From other systems (not named)

In their words: “The Salentica Professional Services Team can help you with data migration efforts when it comes to moving data from another CRM system or a flat file to Elements (this process would work in the same way for Salentica Engage customers).”

  • What comes across: not confirmed by the words shown
  • How: not confirmed by the words shown
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 8
SS&C Black Diamond blog: smooth and seamless CRM data migration, published Jul 18, 2023
This page is more than 2 years old. Ask SS&C Technologies whether it still works this way.

Leaving later

We couldn't find export instructions on SS&C Technologies' site.Not found

Fits best if

Our judgement

We haven't assessed fit for Black Diamond CRM yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Black Diamond CRM with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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