Client-ready data when you need it

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Data to fuel your business

Clients want immediate access to accurate and up-to-date information. We help you stay ahead of the competition with automated data aggregation and reconciliation to the asset level - every day.

Whether from our system or an outside provider’s, our data is accurate and dynamic. We make sure we get it right so you can focus on what matters – your clients and your business.

Automate time-consuming activities and connect your technology solutions


Expert Service Team
We handle more than 2 million client accounts—every day.
Reduced Risk
We reconcile client accounts to the asset level, automatically auditing every data point. Our expert data analysts quickly manage exceptions for you.
Deep Custodial Connections
You benefit from features like single sign-on, cost basis synchronization, alerts, digital account opening, and access to over 900 account providers through our Advent® Custodial Data (ACD) network.
Time Savings
With tools that reduce the time you spend on tedious, manual tasks, you can quickly on-board clients and delight them from the start.
No Hidden Fees
We don't charge you additional fees for updating your prices, ratings, benchmarks, and more.

Experience the new
Black Diamond.

Learn how the new Black Diamond can elevate your client relationships and your practice.

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