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SS&C ALPS Advisors + SS&C Black Diamond: Tax-Aware Optimization as a Native Rebalancing Capability

Financial advisors have been cobbling together third-party tools and spreadsheets to capture tax alpha for years. SS&C ALPS Advisors and SS&C Black Diamond Wealth Solutions spent five years building a different approach—a tax-aware optimization engine that lives inside the Rebalancer advisors already use. Alex Hagmeyer, Co-CIO at SS&C ALPS Advisors, explains how the platform handles household-level transitions, active tax management, and proposal generation without forcing advisors into manual tax-lot analysis.

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