Client-ready data when you need it.
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.
Grow your business without adding staff. Eliminate time-consuming tasks.
Expert Service Team
We handle more than 1 million client accounts for nearly 1,000 firms—every day.
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 single sign-on access, cost basis synchronization, seamless workflows, bi-directional data feeds, and more. We also offer access to Advent Custodial Data®, our network of 900+ custodians, and automatic integration for held-away accounts.
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.
"If you told me I had to go back to my old system, I would tell you I’m not doing this job anymore."
- Nancy Gire, CPA, CFP,® Senior Financial Advisor and the firm’s Director of Operations, J.P. Advisors, Inc.
"Black Diamond actually made us exponentially more efficient and scalable."
- Kevin Sweet, Executive Director, Column Capital
"I was working longer hours trying to reconcile accounts, then for quarterly reporting, I would be here four full weekends. Now, with Black Diamond, I'm in at 10:00 and leave around 5:00. It's been a big relief."
- Carol Bert, Director of Operations, Certified Advisory Corp
"Black Diamond has allowed us to stay lean in terms of staffing as we have grown. We can do it a lot with it, and we can take on more business without the burden of needing more staff to manage it."
- Lisa McFee, Operations Manager and Portfolio Analyst, Chesney & Company