Product Brief

Black Diamond Wealth Platform - For Breakaway Advisors

The road to independence starts here.

The Black Diamond® Wealth Platform offers Breakaway Advisors a fully-integrated cloud-native solution complete with customizable performance reporting, portfolio rebalancing, an immersive client portal, and seamless connections to a vast ecosystem of smart integrations.

Combined with our confidential and specialized implementation model and the on-going, personalized attention from a dedicated service team, we will ensure your newly independent RIA is ready to provide your clients with an exceptional level of service from day-one.

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Product Brief
Black Diamond Breakaway Advisor