Reconnect with what you love.
Necessary tasks can take up most of your day. That’s why we provide innovative tools to help you get back to doing what you love—helping clients achieve their financial goals.
Manage your business more efficiently. Better serve your clients.
Get control of daily activities with configurable screen layouts for roles like advisor, firm manager, operations, and trader.
Help everyone in the office work more efficiently with streamlined workflows and a flexible user experience.
Easy to Use
Enjoy a modern technology platform that’s customized to the way you work so it’s easy to learn and use.
Meet with clients any time, any place—with full access to accurate and up-to-date information on your mobile device.
Everything you need for successful client relationships on a single, holistic, wealth management platform.
View portfolios the way you want to manage them and dynamically drill down from summary to detailed information.
Cater to the needs of high-net-worth clients with modern reports that match the way you tell your story.
Rebalance accounts, portfolios, or households, no matter where the assets are held— right from the platform.
Tailor your story to clients in a way they can easily understand using the client portal, vault, and communications tools.
Net Worth Reporting
Automatically aggregate all of your clients' assets on the platform, including liabilities, for net worth reporting.
Compile financial plans, performance reports, and other files in one, sleek presentation. Securely save it to clients’ vaults for review.
Understand your revenue stream. Structure your fees the way you want—and communicate them to clients in a way that's easy to understand.
Track alternative investments and display positions and performance along with clients' other assets.
Flexibility to choose the integrations that work best for you.
Understand how your business is doing and gain new insights with data views designed for decision making.
Find answers quickly and easily. Leverage your aggregated and reconciled client data for compliance and business intelligence.
"The powerful tools and customization offered by Black Diamond make it a critical part of my practice and a real pleasure to use day in and day out."
- Charlie Atwill, Principal, Atwill Financial Consulting Group
"The more we use Black Diamond, the more new features we are finding and actively using. The ability to look at all of our accounts in one report for rebalancing, or being able to see where new cash has come in—that’s the big picture stuff that makes our lives easier."
- Michael Hartley, Vice President of Research, DKE.
"Black Diamond is just so simple to use. The design is extremely intuitive."
- Nancy von Stackelberg, Principal and Co-Founder, Radius Wealth Management, LLC.