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

Reuters2026/09/08 15:31

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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.

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

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