Solution introduction

Leverage key features of the award-winning Black Diamond Wealth Platform without undergoing a system migration

Modernize the user experience

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

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