Legal & Compliance

Privacy
Governance

How we protect the integrity of information within the SS&C Black Diamond ecosystem. This policy details our commitment to data stewardship for financial advisors and wealth managers.

Last Revision

March 24, 2026

This update reflects our current data processing standards for the black diamond wealth platform and related SS&C technologies.

"Data security at SS&C is not a checkbox; it is the fundamental architecture upon which wealth management is built."

Zero Sale Policy

We do not sell personal identification data from the black diamond client portal login to third-party brokers.

Access Control

Strict identity verification protocols govern every black diamond login attempt to protect investor assets.

Data Residency

Secure hosting infrastructure managed by ss c technologies ensures resilience and localized compliance.

Clear Reporting

Transparency is built into black diamond reporting, ensuring clients know exactly how their data is used.

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Scope of Data Collection

At SS&C Black Diamond, we collect information necessary to provide specialized wealth management services. This includes personal identifiers provided during the process, such as names, contact details, and professional affiliations. We also process financial data required for oversight and performance tracking.

When interacting with our digital properties, system logs may automatically capture technical data including IP addresses, browser types, and usage patterns. This information helps us optimize the user experience for the black diamond wealth platform and maintain the security of our reporting infrastructure.

SS&C Security Environment

Operational Utilization

The data we handle is used exclusively to facilitate your advisory operations. Whether it is generating black diamond reporting for end-clients or managing account credentials via , our processing is limited to specific business purposes.

  • Providing technical support for the blackdiamond interface independently or through SS&C GIDS Inc.
  • Analyzing platform performance to improve ss c technologies features.

Information Dissemination

SS&C Black Diamond does not share your data with external marketers. Disclosures occur only under professional parameters: with affiliated entities such as sscinc, with service providers who assist in our technical operations, or when legally compelled by regulatory authorities overseeing financial markets.

We maintain confidentiality agreements with all partners to ensure the standards of the black diamond wealth ecosystem are upheld without compromise.

Individual Prerogatives

Users of the black diamond login portal maintain significant control over their information footprint.

Direct Request Rights

Rectification

Should your information within the black diamond reporting system be inaccurate, you have the right to request immediate correction through our support channels.

Portability

Data associated with your profile on the wealth platform can be provided in a structured, machine-readable format upon verification of identity.

Withdrawal of Consent

You may withdraw consent for certain processing activities where they are not required for our contractual obligation to provide the SS&C technologies platform.

Erasure

Subject to regulatory retention requirements in the financial sector, you may request the deletion of your personal data from sscinc active databases.

Concerns or Inquiries?

For questions regarding our privacy practices or to exercise your rights, please reach out to our dedicated compliance desk at SS&C Black Diamond.

Headquarters

123 Broadway Avenue, Suite 400
New York, NY 10012, USA

Direct Email

info@sscblackdiamond.co.com

Support Line

+1-212-557-4616

Regulatory Compliance

SS&C Black Diamond continuously monitors the evolving landscape of global data protection regulations to maintain the highest levels of black diamond wealth security.

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SS&C Technologies, Inc. (Symbol: SSNC)