Growing Advisors Information Kit

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Product Brief

Black Diamond Essentials

Black Diamond Essentials provides fuels your growth and lets you focus on your growing practice with rapid implementation. Black Diamond Essentials provides the most popular features of award-winning Black Diamond portfolio management platform as well as outsourced data management, daily reconciliation and dedicated service—a powerful combination to support your success as you grow.

Keys to Success When Going Independent

Declaring independence has its rewards— and its challenges. Choosing the right technology should enable you to focus on client acquisition and prospecting and to better serve your clients with less time and effort.

Client Story

Atwill Financial Consulting Group, LLC

“With Black Diamond Essentials, as I bring on other advisors, I can instantly provide them with a set of solutions that is world class.” Charlie Atwill, Principal, Atwill Financial Consulting Group

Prominence Capital GP, LLC

“You need an integrated system that helps you offer your clients higher quality information and set yourself apart, something they can’t get anywhere else. That’s what Black Diamond can do for you.” James Liotta, President, Prominence Capital

White Paper

Operations Outsourcing and Investment Reporting: A Guide for Investment Advisors

Growing market pressure and clients’ demands for transparency on advisors has increased interest in outsourcing to lower operational overhead and enable advisors to focus on core competencies. Read about the top 10 indicators for outsourcing and its pros and cons to make the right choice for your firm.


Black Diamond Sample Report