Solution introduction

Manage your clients’ complete wealth picture with our purposeful suite of tools, and best-of-breed integrations

Where advisors and clients connect

Clients expect robust, transparent investment tools that mirror the technology they use in everyday life. The Black Diamond Welath Platform delivers this, and more. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several complementary solutions. These include, but are not limited to, financial planning, portfolio analytics and CRM software, as well as access to traditional and alternative managed account strategies.

Drive profitability, efficiencies and grow your business with the Black Diamond Wealth Platform as the hub of your advisory business.

Why choose this solution

  • Comprehensive portfolio management and reporting
  • Modern communication tools
  • Immersive client portal
  • Flexible rebalancing
  • Intuitive dashboards
  • Streamlined billing
  • Extensive integrations
  • Customizable Views
  • Dedicated client advocate

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