Product Brief

Black Diamond Wealth Platform - For Independent Broker-Dealers

Add and retain new clients, while also attracting new advisors with advanced technology.

The Black Diamond® Wealth Platform offers Independent Broker-Dealers a fully-integrated cloud-native solution complete with customizable performance reporting, portfolio rebalancing, an immersive client portal, easy-to-use compliance tools & reporting and seamless connections to a vast ecosystem of smart integrations. Proactive, personalized attention from a dedicated service team ensures you can deliver a best-in-class level of service to your clients.