As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client conversations.

Differentiate your service offering with an innovative portal personalized to you and your clients.

Why choose this solution

• Mobile-friendly client interaction environment
• Tailored client experience
• Account aggregation
• Custom reports and expanded reporting options
• Batch reporting capabilities
• Extensive network of integration partners for a unified wealth management experience
• Powerful data mining and aggregation capabilities