Easily integrate with the technology solutions you want to use.
Solving your technology puzzle can be a challenge. We offer dozens of integrations so you can choose the best solutions for your firm. And we’re adding more all the time.
Exclusive Platform Partnerships
Unified Service Experience
Simplified Vendor Management
With a dedicated support team and bundled solution – all from Black Diamond – financial advisors are empowered to serve their clients with portfolio management, performance reporting, financial planning, portfolio risk analysis, CRM and managed account modules.
"You need an integrated system that helps you offer your clients higher quality information and set yourself apart, something they can't get anywhere else. That's what Black Diamond can do for you."
- James Liotta, President, Prominence Capital
"Unlike other firms, Black Diamond has actually shown a willingness to actually work with other firms. They're not trying to corner any market. They're actually an open architecture partner that's willing to integrate with other software packages where it makes sense and at Column Capital we're grateful for that."
- Kevin Sweet, Executive Director, Column Capital
"Black Diamond is our data hub for first line of integration."
- Michael Lee, Chief Operating Officer, LourdMurray