Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations.
Strengthen your connections with both clients and prospects by leveraging our innovative and intuitive technology.
Award-winning solution trusted by over 1,400 advisory firms
of the top 100 advisors use our solutions.
1 in 4
of the top 25 fastest growing advisory firms use Black Diamond.
of the top 25 fastest growing advisory firms use Advent solutions.
More than 1,400 firms use the Black Diamond wealth platform, including advisors, wealth managers, IBDs, RBDs, and aggregators.
"I would estimate over $125 million in assets have come to the firm as a direct result of us having Black Diamond."
- Ronald Nelson, Chief Operating Officer, Essex Financial Services
"By leveraging Black Diamond technology, the portal, and the mobile app, we have been able to grow, adding dozens of new clients every year without having to increase staff. To us, that is true scalability."
- Scott Horton, President, J.P. King Advisors
"What Black Diamond really offered us was the opportunity to build a firm not for today, but for where we expect to be in 3 years, 5 years, 8 years, 10 years down the road."
- Michael Bryan, Sr. Vice President, Advisory Services, Triad Hybrid
"Black Diamond’s new Client Experience provides an intuitive and aesthetically pleasing platform that allows our clients to have a comprehensive view of their wealth. Their constant innovation provides us with the tools and technology we need to deliver an outstanding digital experience to our clients."
- Doug Turner, Principal & Director of Operations, Diversified Trust