Black Diamond Wealth Platform

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The Black Diamond® Wealth Platform is the comprehensive wealth management solution encompassing portfolio management, reporting, rebalancing, outsourced reconciliation, and client communication.

With a mobile-friendly Client Experience and powerful client interaction capabilities, Black Diamond empowers advisors to steer the client conversation toward long-term, life goals. As a cloud-based platform backed by a dedicated service team, it reduces your operational overhead and enables you to focus on building a great business.

Key Features

STRENGTHEN CLIENT RELATIONSHIPS Customizable reporting, multi-channel communication, and the interactive Investor Experience enable you to tell your story more effectively and demonstrate value.

REDUCE YOUR IT AND BACK-OFFICE OVERHEAD Cloud deployment eliminates software, servers, and the need for IT expertise.

DRIVE EFFICIENCY AND PRODUCTIVITY Automated rebalancing capabilities save time and reduce risks.

GIVE CLIENTS THEIR WHOLE WEALTH PICTURE Account aggregation enables you to report on client assets managed by other firms, positioning you as the lead advisor delivering the complete picture.

DIVERSIFY INTO ALTERNATIVE INVESTMENTS Black Diamond supports alternative assets in addition to domestic equity and fixed-income.

MOVE SEAMLESSLY ACROSS YOUR TECHNOLOGY PLATFORM Integration partnerships with leading providers of CRM, analytics, and financial planning software give you access to your critical systems through a single interface.

GAIN ACCESS ANYTIME, ANYWHERE It’s cloud-based with a mobile-first interface, enabling you to take your show on the road.

LEVERAGE EXCEPTIONAL SERVICE AND SUPPORT The dedicated Black Diamond team, led by your Client Advocate, serves as an extension of your office, tailoring our solution to your needs.

Key Benefits

Product/Service details