Black Diamond® Wealth Platform

An all new wealth management experience for advisors and their clients.

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Reach an unparalleled level of productivity and transform your client conversations.

An award-winning client reporting solution is just part of what we offer today.

Successful advisors use the Black Diamond wealth platform.

60%

Of the top 100 advisors use our solutions.

58%

Of the 50 fastest growing advisory firms use our solutions.

Nearly 2x the Asset Growth

Advisors using Black Diamond grew their business at nearly double the rate of other advisors.

An experience that adapts to you.

Advisors
Investors
Firm Managers
Operations
 

More than 1,000 firms use the Black Diamond  wealth platform, including advisors, wealth managers, IBDs, RBDs, and aggregators.

Awards

Best Account
Aggregation
2016
Best Client
Reporting Solution
2016
Best Client Communications
2016