SS&C Technologies Holdings has combined its wealth management offerings into one unified brand and platform under its Black Diamond unit, which is well-known by advisors.

The Windsor, Conn.-based wealthtech firm announced Tuesday that advisors would now access its Black Diamond, Accord, Salentica and family office platforms under a unified Black Diamond Wealth Solutions.

Black Diamond is SS&C’s widely used wealth platform, which includes portfolio management, reporting, trading and CRM. Accord is its alternative investment data aggregator, Salentica is its client relationship management platform, and SS&C also has family office offerings that include portfolio account reporting, partnership accounting, and tax accounting and reporting.

“The rebrand is the ‘icing on the cake’ we’ve been ‘baking’ for years,” said Steve Leivent, co-general manager of wealth and investment technologies at SS&C. “As we’ve developed or acquired and integrated wealth-focused technology, we’ve positioned these as part of our core offering but have held onto the legacy brand names (e.g. Salentica & InnoTrust) to ensure a smooth transition for clients. This new name represents what we’ve been working on behind the scenes and what our clients have been increasingly seeing and feeling.”

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Black Diamond has over 800,000 active users overseeing over $3.6 trillion in assets in the wealth management space. According to SS&C’s announcement, those clients will not experience any disruption in the shift.

The Salentica name will be retired with the transition to Black Diamond’s CRM, according to Leivent, but its Elements and Engage products will keep their branding within the Black Diamond offering.

The move is part of an industry push toward “single-pane” solutions for advisors, who often have to switch between various platforms to serve the growing list of client needs.

“Looking ahead, we are continuing to build out meaningful workflows which will save time for users and create a great advisor and end-investor experience,” Leivent said. “Our roadmap of enhancements spans the universe of our capabilities (from trading to trust accounting & alternative servicing).”

Earlier this year, investing data behemoth Morningstar retired its separate Office platform product for advisors to partner with Black Diamond, which is integrating Morningstar’s Direct Advisory Suite. Black Diamond users will have access to Morningstar’s data and research.

SS&C acquired Black Diamond in 2015 with the purchase of Advent Software. The firm provides services and software in the healthcare and finance industries.

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