Manage relationships with an integrated wealth management platform used by more than 1,100 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.