Black Diamond Wealth Platform

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

Revolutionizing the Wealth Management Experience

The Black Diamond Wealth Platform is an integrated, cloud-based system designed to help RIA and wealth management firms improve the client experience, drive operational efficiencies and grow with scale.

Black Diamond is proud to serve more than 1,000 firms which advise on more than $600 billion in assets. The advisor technology platform and outsourcing service has been recognized by WealthManagement.com for "Best Account Aggregation" (2016) and by Financial Technology Forum/FTF News as the "Best Client Reporting Solution" (2016).

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Business Needs Addressed

1
Digital client experience
2
Highly configurable reporting
3
Outsourced reconciliation/data management
4
Portfolio accounting and management
5
Business intelligence/firm reporting
6
Pre-built integrations and open architecture

FEATURED CLIENT STORY

Black Diamond - Clients Tell All

At Black Diamond, our advisors are never asked to wait in a queue to connect with a person. Listen as our clients discuss the ongoing support and assistance they receive from our dedicated team.

MORE CLIENT STORIES


Kimery Wealth Management

Featured Whitepaper

ADDITIONAL RESOURCES

Elevating the Client Experience
Black Diamond Wealth Platform Website
The Benefits of Black Diamond Wealth Platform
Black Diamond Product Brief
BATTLING TECH FATIGUE: Moving Past Legacy Systems for Advisory Innovation
Black Diamond Investor Experience Product Brief
The Disappearing Digital Divide
Delivering a first-rate digital client experience

Next Steps

Want to know more about Black Diamond? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

Speak with a Solution Specialist
+ 1 800 727 0605
info@advent.com
 
Black Diamond Customer Support
+1 904 241 2444

For more information visit our Black Diamond Microsite.