SS&C Black Diamond®

SS&C Black Diamond® is a leading wealth management platform that combines advanced portfolio management, comprehensive reporting, and client communications tools. Through Future Capital's integration, advisors can seamlessly manage held-away 401(k) assets directly within Black Diamond's familiar interface. This integration enables real-time data access, automated portfolio management, and consolidated reporting across all client accounts. Black Diamond's comprehensive solution helps advisors scale their practice while maintaining personalized service, supported by robust compliance documentation and client engagement features.

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Future Capital is a trade name of ProNvest, Inc., a registered investment advisor with the Securities and ExchangeCommission (SEC). Website information is presented for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information and opinions are as of the date indicated, and are subject to change without notice. No part of this website may be reproduced in any manner, in whole or in part, without the prior written permission of ProNvest. By reading this material, you acknowledge, understand and accept the foregoing. All third-party trademarks (including logos and icons) referenced by ProNvest, Inc. dba Future Capital remain the property of their respective owners, are intended to identify the corresponding third-party goods and services and to constitute nominative fair use under applicable trademark laws. Unless specifically identified as such, our use of third-party trademarks does not indicate any relationship, sponsorship, or endorsement between ProNvest, Inc. dba Future Capital and the owners of these trademarks.

† Terms: Offer available to new clients of the Managed Account Subscription Service. Free time applies only to management fees charged by ProNvest for investment advisory services and is based on the calendar month at signup. New clients will not be charged a management fee for the first month of a subscription agreement with ProNvest and may cancel the service at any time. If the service is not cancelled within the first month, ProNvest will continue to manage the account and charge fees in accordance with the terms of the Managed Account Subscription Agreement.

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