Where advisors and clients connect
Clients expect robust, transparent investment tools that mirror the technology they use in everyday life. Black Diamond® Wealth 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 Black Diamond Wealth Platform as the hub of your advisory business.