Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily reconciliation. With anytime, anywhere access for you and your clients, Black Diamond frees you to focus on serving clients and growing your business.
BUSINESS NEEDS ADDRESSED
Portfolio management with a complete view of assets
Outsourced reconciliation and data management
Dynamic, adaptable reporting
Integrated rebalancing and client billing
Anytime, anywhere access
FEATURES YOU'LL NEED
Portfolio management and performance reporting
Outsourced daily reconciliation and data management service
Flexible, configurable reporting
Built-in rebalancing solution
Multi-Asset class handling, including alternative and fixed income assets
Mobile access through web-based and Apple iPad platforms
Technology partner network to extend capabilities
Strengthen your client relationships with greater transparency
Attract new clients and grow assets from existing clients
Save money while gaining access to leading edge technology
Access portfolio information from anywhere, anytime
FEATURED CLIENT STORY
Beverly Hills Wealth Management
Mag Black, Beverly Hills Wealth Management, talks about how having leading-edge technology with Black Diamond helps her firm better serve clients by offering their clients full access to their data anytime, anywhere.
Web-Based, Outsourced Portfolio Management, Reporting and Rebalancing
Purpose-built for independent advisors and wealth managers, provides web-based, outsourced portfolio management and reporting through a feature-rich web application to independent financial advisors and wealth managers. Our technology and service help advisors like you communicate with your clients and more efficiently run your practice.
Black Diamond Product Brief
Black Diamond Breaking Away Product Brief
Black Diamond Integration Update Product Brief
Want to know more about Black Diamond? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.