Advizr with Black Diamond
Advizr’s integration with the Black Diamond Wealth Platform enables financial advisors to create and deliver detailed financial plans in minutes.
Advizr with Black Diamond: a partnership created to deliver better experiences for financial advisors.
Unified Service Experience
Receive first-level support for Advizr from your same Black Diamond support team.
Incorporate Probability of Success charts on Monte Carlo trial simulation with recommended Action Steps for meeting certain goals into Black Diamond presentations and reports.
Get one monthly invoice for both systems listed as separate line items.
An interactive financial planning process saves time and leads to deeper client relationships.
Adapts to goal-based or cash flow-based planning models to fit advisor preferences.
Creates transparency and saves time through an interactive planning process.
Shows how certain client decisions and scenarios will impact long-term plans.
Displays all critical plan components in a single, streamlined dashboard.
Download a sample financial plan produced by Advizr
Our contextual integration makes it easier for advisors to leverage the power of both tools in a seamless single wealth platform.
Learn more about using Advizr with Black Diamond by scheduling a personal demo.