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Bolton Global Capital selects SS&C Black Diamond wealth platform for adviser network growth

PUBT·09/08/2026 15:31:55
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Bolton Global Capital selects SS&C Black Diamond wealth platform for adviser network growth
  • SS&C Technologies said Bolton Global Capital selected its Black Diamond Wealth Solutions platform to support expansion of its independent adviser network.
  • Bolton, a FINRA broker-dealer with more than $19 billion in assets under management, will use the platform for portfolio management, reporting, workflow.
  • Deployment includes integration with Morningstar research, data, analytics, with expanded use through Morningstar Direct Advisory Suite.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SS&C Technologies Holdings Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20260908088243) on September 08, 2026, and is solely responsible for the information contained therein.