Advisor Dashboard – Hurricane Advisor Solutions

Advisor Dashboard – Command Center for Advisors

The Advisor Dashboard is the central control hub for the modern wealth manager, giving advisors complete oversight and operational efficiency in one place:

Portfolio Management – Monitor performance, rebalance accounts, and execute trades with integrated portfolio tools.
Automated Workflows – Reduce manual tasks by automating account onboarding, document delivery, reporting schedules, and compliance processes.
Client Engagement Monitoring – Track logins, activity, and interactions to identify high-touch opportunities and strengthen client relationships.
Analytics & Insights – Leverage SS&C Black Diamond’s analytics engine to generate risk, performance, and behavior reports for proactive advice delivery.
Custom Views & Alerts – Configure dashboards to highlight priority accounts, at-risk relationships, or upcoming actions.

One Platform, Multiple Advantages

By uniting the client portal and advisor dashboard into a single, cloud-based platform, Hurricane Advisor Solutions powered by SS&C Black Diamond:

Improves operational efficiency.
Enhances the client experience with transparency and accessibility.
Enables advisors to deliver personalized, data-driven advice.
Provides a scalable foundation for future growth.

We believe that Hurricane Advisor Solutions ensures that both clients and advisors have the tools, data, and connectivity needed to make informed, strategic decisions—anytime, anywhere.

Hurricane Advisor Solutions powered by SS&C Black Diamond
Features	Client Portal	Advisor Dashboard
View Net Worth in Real Time	✓	✓
Portfolio Performance Tracking	✓	✓
Income & Cash Flow Reports	✓	✓
Account Activity Monitoring	✓	✓
Secure Messaging & Document Vault	✓	✓
Portfolio Management Tools	—	✓
Automated Workflows	—	✓
Client Engagement Monitoring	—	✓
Analytics & Insights	—	✓
Custom Views & Alerts	—	✓

✓ = Feature available — = Not available