The Solution

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.

Why choose this solution

  • Portfolio management
  • Powerful reporting
  • Custom-branded client portal
  • Rebalancing
  • Firm/advisor dashboards
  • Billing
  • Extensive integrations
  • Customizable Views
  • Dedicated client advocate
Black Diamond’s new Client Experience provides an intuitive and aesthetically pleasing platform that allows our clients to have a comprehensive view of their wealth. Their constant innovation provides us with the tools and technology we need to deliver an outstanding digital experience to our clients.
Doug Turner, Principal & Director of Operations
Diversified Trust

Strengthen the Advisor-Client Relationship

Through the Black Diamond Client Experience, advisors can offer investors a personalized, custom-branded and interactive online environment where they can view their complete wealth picture anytime, anywhere, on any device.

Leverage a Powerful Dashboard of Components

A highly configurable and detailed dashboard puts key metrics front-and-center, allowing advisors to view and present investment strategy and portfolio performance in ways consistent with both their needs and the needs of their clients.

Deepen client relationships

If you have any questions or would like to learn how the Black Diamond Wealth Platform can support your business, please call 1-800-727-0605, email, or visit


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