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.

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An optimized financial planning process saves the advisor several hours and often leads to scalable growth.

 

Model Flexibility
Adapts to goal-based or cash flow-based planning models depending on unique clients.
Collaboration
Interactive planning process involves the client to minimize confusion and revisions.
Fluid Technology
Designed for busy advisors and clients that want comprehensive performance reporting.
Simplicity
One screen displays all critical plan components including real-time modeling, variable adjustment, and more.

Download a sample financial plan produced by Advizr

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Our contextual integration makes it easier for financial 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 personalized demo.

 

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