Office Cloud
As the Office platform phases out, RIAs can seamlessly access cherished Morningstar data and research through SS&C’s Black Diamond Wealth Platform. This integrated solution empowers advisors to validate investment strategies, enhance client relationships, and streamline operations, allowing for greater focus on meaningful client interactions and strategic practice growth.
Top Office Cloud Alternatives
Mortgage Builder
Mortgage Builder offers a robust suite of mortgage lending technologies designed to streamline loan origination and servicing.
Equifax BusinessConnect
Equifax BusinessConnect transforms credit management by integrating essential processes like customer onboarding and debt recovery into a single, interactive cloud platform.
TurboRater
TurboRater is a web-based insurance rating tool that streamlines the quoting process for independent agents.
CoreLogic Credco
CoreLogic Credco offers a robust financial services software designed to empower businesses with unparalleled property data and insights.
ClaimXperience
ClaimXperience is a cloud-based collaboration portal designed to enhance the claims process for insurance companies.
Pega Claims Management
Pega Claims Management enhances customer satisfaction and retention by streamlining the claims process for insurers.
Kony DBX
By fostering seamless customer engagement across multiple channels, it enhances customer experiences, drives revenue growth...
Personal Capital Financial Software
Users can look forward to a secure and user-friendly dashboard, seamless access to customizable accounts...
LoanSifter by Optimal Blue
Its Product Comparison tool generates interactive reports in seconds, enhancing customer engagement...
Broker Briefcase Property & Casualty
Leveraging carrier-direct data through the Group Benefits API, it enhances efficiency and accuracy...
CADENCE`
It enhances payment processing, cash flow management, and enterprise risk management, enabling institutions to adapt...
Jungo: The Mortgage App
It automates repetitive tasks, enhances multi-channel marketing, and streamlines communication, empowering loan officers to close...
ZywaveRx
By utilizing carrier-direct data through the Group Benefits API, it enhances efficiency and accuracy...
Broadridge Advisor Portal
With its user-friendly platform, advisors can effortlessly maintain communication, enhance credibility, and uncover new leads...
Applied DORIS
With its interactive tool, users can customize their tech stack, simplifying business processes...
Top Office Cloud Features
- Morningstar data integration
- Independent research validation
- Customizable investment allocations
- Automated data imports
- Streamlined reconciliation processes
- Client communication tools
- Performance tracking dashboards
- Portfolio management integration
- Market trend analysis
- Personalized client insights
- Back-office automation support
- Investment manager comparisons
- Long-term relationship building
- Client-focused reporting
- Seamless third-party tool integration
- User-friendly interface
- Real-time data updates
- Enhanced practice growth tools
- Meaningful client engagement strategies.
Top Office Cloud Alternatives
- Mortgage Builder
- Equifax BusinessConnect
- TurboRater
- CoreLogic Credco
- ClaimXperience
- Pega Claims Management
- Kony DBX
- Personal Capital Financial Software
- LoanSifter by Optimal Blue
- Broker Briefcase Property & Casualty
- CADENCE`
- Jungo: The Mortgage App
- ZywaveRx
- Broadridge Advisor Portal
- Applied DORIS
