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

Strengthen Connections with Clients and Prospects

Manage relationships with an integrated wealth management platform used by more than 1,300 advisors, wealth managers, IBDs, and aggregators. 

With Black Diamond, you’ll gain a partner who is looking out for you and ahead at industry changes. By providing a purposeful suite of tools, this innovative, cloud-based platform allows advisors to manage their client’s complete wealth picture.
Transform client conversations: Connect seamlessly with clients with dynamic, secure and highly engaging communication tools, including client portal, vault, presentation builder, and on-the-go access. 

Reach unparalleled productivity: Streamlined workflows and flexible user experiences help everyone in the office work more efficiently. 

Gain flexibility across the firm: Get control of daily activities with configurable screen layouts for roles like advisor, firm manager, operations and trader. 

Expands with your business: Integrate with other systems to enhance your dialogue with clients and gain efficiency. Use our wide network of integration solutions or choose from our deeply integrated partners for risk analysis, financial planning, CRM and managed accounts.

Learn more about Black Diamond Wealth Platform .


Business Needs Addressed

Digital client experience
Highly configurable reporting
Outsourced reconciliation/data management
Portfolio accounting and management
Business intelligence/firm reporting
Pre-built integrations and open architecture


Tolleson Wealth Management

Jennifer Kirksey from Tolleson Wealth Management discusses why the ability to bring in over 20 years of data helped her firm select Black Diamond.


Kimery Wealth Management

Featured Whitepaper


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
The Disappearing Digital Divide
Delivering a first-rate digital client experience
Black Diamond Client Experience Product Brief
Simplify Rebalancing for Complex Portfolios

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
Black Diamond Customer Support
+1 904 241 2444

For more information visit our Black Diamond Microsite.