The Solution

Modernize the user experience

As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client conversations.

Differentiate your service offering with an innovative portal personalized to you and your clients.

Why choose this solution

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Mobile-friendly client interaction environment
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Custom reports and expanded reporting options
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Extensive network of integration partners for a unified wealth management experience
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Tailored client experience
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Batch reporting capabilities
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Powerful data mining and aggregation capabilities
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Account aggregation

Request a demo

Enrich your service offering. Black Diamond Link combines innovative client engagement capabilities with a powerful portfolio management infrastructure. All without adding extra hardware, software or IT complexity.