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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. 

Oct 29, 2018

All client portals are not alike

More than 25% of Americans say they’re “almost constantly” online and roughly three-quarters go online at least daily.[i] Not only are more people comfortable using technology, but they have come to expect the convenience it affords them in every aspect of their lives.

Oct 25, 2018

SS&C Marks Momentum for Black Diamond ahead of Schwab IMPACT

In 2018, Black Diamond Wealth Platform added 71 new firms that use Schwab Advisor Services. Today, Black Diamond has 600 clients that custody with Schwab. In total, more than 1,300 firms with $900 billion in AUA rely on Black Diamond as the cornerstone of their technology stack.

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