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May 2, 2019

Making the switch from PortfolioCenter to Black Diamond

Berman McAleer is an award-winning independent financial advisory and wealth management firm based in Baltimore, Maryland, with an office in Manhattan. The firm recently replaced their legacy portfolio management system with Black Diamond, allowing them to enhance their client experience.

Apr 25, 2019

The power of a technology partner

There is a clear difference between a “technology provider” and a “technology partner.” Both offer a solution that modernizes, optimizes and digitizes your business. However, only a partner will provide a level of personalized service that works as an extension of your team.

Apr 11, 2019

Technology: the M&A Influencer

Mergers and acquisitions (M&A) in the wealth management space is a trend that’s not going away.

Apr 4, 2019

Reporting drives meaningful conversations

It wasn’t  that long ago that notebooks stuffed with dry numbers and tab dividers were the norm for quarterly client reporting .

Mar 28, 2019

Black Diamond and Salentica: Technology that helps advisors gain client confidence wins industry recognition

Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients.

Mar 21, 2019

The 6th annual Black Diamond Wealth Platform executive forum

Every year, we like to bring together top clients for an executive discussion where we share the latest Black Diamond developments and gain valuable feedback from some of our power users.

Mar 14, 2019

Client spotlight: Portfolio Solutions contributes to innovation

Client input is critical to the ongoing development of the Black Diamond® Wealth Platform

Mar 1, 2019

Black Diamond Wealth Platform helps PortfolioCenter clients make the switch

The Black Diamond Wealth Platform has successfully implemented more than 400 firms previously using PortfolioCenter. 

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