Skip to content
WorldBrand.AI

SS&C Black Diamond Wealth Solutions

Recent events

Recent events tied to this brand in public sources.

Back to profile1 entries

  1. 2026

    Vanguard launches Custom Model Portfolios for financial advisors

    Vanguard launched Vanguard Custom Model Portfolios, an offering that lets financial advisors modify the firm's existing multi-asset and single-asset-class model portfolios to reflect individual client preferences. The offering is available through integrations with Vestmark, SS&C Black Diamond Wealth Solutions, and Orion, and carries a weighted average expense ratio of approximately 0.07%.

    Source