Extensive integrations enrich the Black Diamond experience

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Justin Wayne, Senior Solutions Manager, talks about how integrations are a core piece of the Black Diamond Wealth Platform.

Exclusive Platform Partnerships

Our extensive integrations enrich the Black Diamond experience. We do what we do best, then integrate with best-of-breed partner solutions for financial planning, CRM, and proposal generation to provide you with custom solution packages, an ideal user experience and streamlined service and support. Empowering you to deliver value and advice to your clients, our featured partners include:

The Complete Black Diamond Integration Network

Our total integration network is comprised of over 45 partners and features data feeds from 900+ account providers. You have the freedom to pick-and-choose the technology solutions that best fit your firm’s unique business needs.

Custodial Integrations

Through our custodial integrations, you benefit from features like single sign-on, cost basis synchronization, alerts, and digital account opening. In addition, you can gain access to over 900 account providers (custodians, prime brokers, fund companies) through our Advent® Custodial Data (ACD) network.


BNY Mellon Pershing

BNY Mellon | Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and '40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world's most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally.

Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.


LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. 

Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

 *Based on total revenues, Financial Planning magazine June 1996-2018


Schwab Advisor Services™

As the industry's leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services is dedicated to helping advisors achieve their business goals. For more than 30 years, we have supported firms of all types and sizes and earned the trust of more than 7,500 advisors with our custody, trading, and support services. Visit advisorservices.schwab.com.

Partnership Overview:
Our goal is to help you connect data and workflows across different platforms to provide a best-in-class experience. We know that Schwab's technologies are only a part of the complex ecosystem you rely on every day, so our digital tools are designed to work seamlessly with your third-party solutions to help streamline your end-to-end processes.

Our open architecture platform integrates deeply with many of the leading technologies that support an RIA's practice, and has been developed with our underlying commitment to security and quality. Providers and advisory firms can also build custom integrations to access Schwab data wherever they need it.

Contact Info:
Email: Integrationsolutions@schwab.com
Phone: (888) 400-5067
Website: www.schwabintelligenttechnologies.com


TD Ameritrade Institutional

At TD Ameritrade Institutional, we're all about the RIA. Our only job is to make it easier for RIAs to serve the best interests of their clients, build businesses on their own terms, and create fulfilling lives that impact communities. That means non-stop innovation so they have access to the most award-winning tech available. It means relationship-based service that puts advisors first and is obsessive about getting it right. And it means advocating for advisors in Washington, to investors, and to a young, diverse talent pool to bring them into the RIA ranks. Championing the RIA mission is what we do.

TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC

Partnership Overview:
Open access is about choice-giving you the freedom to choose from over 150 integrations from leading technology providers. TD Ameritrade Institutional's Veo Open Access® platform was designed by Registered Independent Advisors (RIAs) for RIAs, to let you run your business efficiently and confidently. You decide which applications work best for your business, with no restrictions.

By integrating with the technology you already use, our platform helps you get the most out of your current investment. Veo Open Access saves you time and money by encouraging seamless data sharing throughout the fintech industry.

Contact Info:
Email: techservices@tdameritrade.com
Phone: (800) 400-6288 Opt. 3
Website: www.tdainstitutional.com


Fidelity Clearing & Custody Solutions®

Fidelity Clearing & Custody Solutions® (FCCS) provides advisors with comprehensive brokerage and investment product solutions via Wealthscape, the gateway to FCCS's next generation technology platform. Wealthscape helps registered investment advisors, broker-dealers and family offices manage client portfolios, work more efficiently and meet the demands of today's tech-savvy consumers by providing access to leading-edge technology tools and third-party integrations.

 Fidelity is not affiliated with SS&C Advent, home of the Black Diamond Wealth Platform, or its website, and SS&C Advent is not authorized to make representations on behalf of Fidelity. The description of a Fidelity product on this site does not suggest a recommendation or endorsement of SS&C Advent by Fidelity. There is no form of legal partnership, agency, affiliation, or similar relationship among an investment professional, SS&C Advent or its website, and Fidelity Investments, nor is such a relationship created or implied by the information herein. 879378.1.0


Financial Planning

Strategize and engage clients with digital planning tools that focus conversations to create meaningful financial outlooks.



RightCapital is an innovative Fintech firm focused on financial planning technology. Founded by accomplished and successful industry executives in 2012, RightCapital created the goal of developing next generation financial planning software that advisors can use to simplify financial planning and provide unparalleled user experience for their clients. 

RightCapital provides a revolutionary financial planning tool that redefines the planning experience. RightCapital’s modern design and ease of use allows advisors to cut down the time and cost of creating plans and focus on interaction with their clients. RightCapital supports comprehensive financial planning including industry-leading tax planning capabilities such as Roth IRA conversions and tax-efficient retirement distributions.

Partnership Overview:

  • Allows Black Diamond users to seamlessly import client’s account and holding data to RightCapital and create a comprehensive financial plan in minutes.
  • Automatically imports cost basis of holdings for tax planning capabilities in RightCapital and gives Black Diamond users the ability to illustrate advanced tax planning capabilities, such as Roth IRA conversion and tax efficient retirement distribution strategy.
  • Automatically updates the holding and pricing information daily and creates a real-time update of client’s financial plans.

Contact Info:
Email: sales@rightcapital.com
Phone: (773) 835-2269
Website: www.rightcapital.com 



Advizr creates software that expands consumer and advisor access to high-quality financial planning services. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth. 


Cheshire Wealth Manager

Cheshire has been building financial planning solutions for more than 20 years, with a focus on independent planners who specialize in high-net-worth clients. Cheshire Wealth Manager uses goal-based or cash flowing planning with Monte Carlo probability analysis to create detailed, easy-to-understand retirement and lifetime income plans. With advanced tax capabilities and audit trails, advisors have the tools to engage new clients and strengthen existing relationships. By integrating with the Black Diamond API, advisors can pull in real-time market value holdings, and cost basis details for new financial plans. Part of the goal with this integration was to eliminate the need for advisors to enter client information on separate systems.

Contact Info:

Email: support@cheshire.com
Phone: (617) 527-4000
Website: www.cheshire.com



eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide.

Contact Info:
Email: sales@emoneyadvisor.com
Phone: (888) 362-4612
Website: www.emoneyadvisor.com



Black Diamond’s independent advisor and wealth manager clients, who use the InStream Solutions financial planning solution will now have access to customer data within InStream Solutions. The integrated portfolio and account data within InStream Solutions from the Black Diamond will help our mutual clients better communicate with their clients and efficiently run their practice.

Contact Info:
Email: support@instreamwealth.com

Phone: (800) 444-1115
Website: www.instreamwealth.com



MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning's RIA survey. That's because we make planning all about the client. Our collaborative online approach motivates clients to become involved, engaged, then invested. MGP's unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you'd expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro.

Contact Info:
Email: support@moneyguidepro.com
Phone: (800) 743-7092

Website: www.moneyguidepro.com/ifa/


Timelineapp Tech Limited

Timeline is the next-gen retirement income software used by financial planners to illustrate, create and manage sustainable withdrawal strategy for their clients. It’s used by advisers in the UK, US and other developed countries across the world. Timeline’s extensive empirical asset class and longevity data help financial advisers bring a client’s retirement journey to life and answer their big retirement income questions.

The next-gen retirement income software used by financial advisers and institutions to create and manage sustainable withdrawal strategies for clients. With users in seven countries - including the US, UK, Canada, Australia and Ireland - Timelineapp’s vision is to help 10 million baby boomers face retirement with confidence.

Contact Info:

Website: timelineapp.co

Email:  info@timelineapp.co

Phone:  +44 01268 502 454



Asset-Map™ is an interactive visual experience used by thousands of financial professionals to help their clients gain a better understanding of their financial situation and make more informed financial decisions. It focuses on the entire household and how those decisions impact each other, in addition to sharing how funded someone is for their financial priorities in real-time.

Asset-Map™ integrates with the unique Relationship Timeline feature in Black Diamond’s Client Experience portal. Advisors using both systems can share Asset-Maps with clients on the Relationship Timeline web feed.

Contact Info:

Website: https://www.asset-map.com/

Phone: 888-664-8850

Email: Support@asset-map.com



Strengthen client relationships and grow with scale with a customer relationship management system that automates workflows and streamlines lead management.


SS&C Salentica

Salentica is a market leader in providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for RIA’s, Broker Dealers, Family Offices, Banks and Trust Companies on a choice of either Microsoft Dynamics CRM or Salesforce platforms. Salentica® CRM provides a 360° view of your clients and prospects and is designed specifically for wealth management firms. As a full service CRM solution provider, Salentica helps clients with project management, data conversion, training, custom development and support. 

Salentica has alliances and partnerships with leading technology providers including real time integration to Schwab OpenView Gateway™ and TD Ameritrade Institutional Veo®, form filling software provider Laser App and a host of other products to provide our wealth advisor clients with an integrated CRM experience. Salentica CRM is also integrated with Microsoft Outlook for easy activity history tracking.

Salentica CRM enables all users within a firm to see one view of the client from Business Development and Marketing, to Client Service, Operations and Compliance teams along with Senior Management – everyone stays on top of client and prospect needs and ensures your firm processes become repeatable, reportable and a differentiator in a competitive landscape.

Contact Info:

Website: www.salentica.com  


Advisors Assistant

Advisors Assistant® is the ultimate CRM for increasing productivity and streamlining office efficiency. Advisors Assistant has been designed by listening to advisors for over 25 years to help build stronger and more meaningful client relationships. Ease of use and customer support have always been a central focus of our company.

In addition to Account Position synchronization, and Single Sign On to Black Diamond, Advisors Assistant features include Workflow Automation, Email Archiving with Outlook, Exchange, 365, and Google Apps, Role-based security, Insurance Policy Management, and integrations with the major service providers to advisors.

Advisors Assistant can be installed locally behind your firewall, or set up for cloud access on our Rackspace network, or your own cloud server. Our mobile offering uses HTML5 Responsive Programming so that it is cross-browser compatible, and automatically reformats itself based on screen size without sacrificing features.

Contact Info:

Email: cms@climark.com
Phone: (800) 799-4267
Website: www.advisorsassistant.com



AppCrown has developed a simple and intuitive approach designed to automate tasks, remove redundancies, eliminate errors and duplications and ultimately make an advisor’s life easier and help them maximize their CRM’s return on investment.

Contact Info:

Website: www.appcrown.com


The Athene Group

Athene’s CRM Implementation Services focus on helping you achieve success with your CRM solution. They realize that you do not have the time to spend on multiple attempts to get it right. They combine industry best practices and the right technology standards to implement solutions that deliver value to your organization. From defining initial strategy to end-to-end implementation, their support ensures you launch a solution that meets your needs.

Contact Info:

Website: www.theathenegroup.com



Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Founded by an award-winning advisor, Junxure’s advisor-specific CRM solutions - Junxure® and Junxure Cloud™ - support enhanced productivity and stronger client relationships through a broad range of advisor-specific capabilities and powerful workflow automation tools. ClientView Live provides a secure client portal and document vault, enabling firms to extend their services to the web through on-demand reports and two-way online communication. Junxure Mobile provides secure, live web access to Junxure CRM, enabling firms to access information anywhere, anytime on a variety of mobile devices. Junxure focuses on customer experience and results, combined with the service and support of a team of experienced wealth management professionals, technologists and practice management experts. Junxure is committed to delivering industry-leading CRM solutions with both installed software and via the cloud to help advisors improve service while enhancing profitability. 

Contact Info:

Website:  www.junxure.com



PractiFI is the business management platform for financial advice, retirement and insurance. It provides a single source of truth for client information and allows advisors to run their business in the cloud, automate processes, integrate point solutions and engage more meaningfully with customers.

Partnership Overview:
The integration empowers financial advisors to offer better quality advice to their clients, with easy access to accurate portfolio data in a client context. Advisors will benefit from seamless synchronization of portfolio balances and information between the two platforms and increased visibility, enabling simple portfolio rebalancing and more.

Contact Info:

Website:  www.practifi.com


Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing clients and prospects – it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all these things while simultaneously improving operational efficiency. 

Contact Info:

Email: support@redtailtechnology.com

Phone: (800) 206-5030

Website: www.redtailtechnology.com



Salesforce, the global leader in CRM, empowers companies to connect with their customers in a whole new way. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM."

Contact Info:

Website: www.salesforce.com



Wealthbox is a web-and-mobile CRM product for financial advisors to manage client relationships. 

Wealthbox is an easy-to-use, full-featured CRM product tailored for financial advisors. Features include contact management, email, tasks, calendars, automated workflows, industry integrations, and more. 

Contact Info:
Email: sales@wealthbox.com
Website: www.wealthbox.com



XLR8 is the application that allows Financial Advisors and Wealth Managers to take full advantage of the Salesforce CRM platform, and now XLR8 and Black Diamond have built a data integration that brings 3 powerful systems together.  

Additionally, the XLR8 team can assist with the complete transition into the XLR8/Salesforce/Black Diamond system (including data migration, integrations, training, etc).

Contact Info:
Phone: (877) 513-3862

Website: www.concenterservices.com


Portfolio Analytics

Remove subjectivity and make smart investment decisions with tools that help quantify risk and generate a variety of investment analytics.



Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform. It empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly.

Riskalyze is one of four Platform Partners to integrate with the Black Diamond® wealth platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, Riskalyze is firmly committed to providing resources to build deep two-way integrations with Black Diamond. Financial advisors can purchase Riskalyze directly from SS&C Advent and will receive Level 1 support from their regular Black Diamond service team.

Contact Info:

Email: info@advent.com
Phone: (800) 727-0605
Website: www.riskalyze.com


Advisory World

AdvisoryWorld's applications enable advisors to review asset allocation and optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by assessing Diversification measures and using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.

AdvisoryWorld maintains a library of reports that is accessible via multiple delivery methods and includes goals and risk based proposals, fund fact sheets, returns based style analysis, Monte Carlo simulation and more.

The company manages a database consisting of Mutual Fund, Stock, Bond, ETF, Variable Annuity, Separate Account Manager and Index Data.

AdvisoryWorld further offers Black Diamond users the ability to import client and position data remotely via Black Diamond web services.

Contact AdvisoryWorld today for more information and a Free Trial. Be sure to mention your Black Diamond affiliation for special benefits and pricing discounts.

Contact Info:

Website: www.advisorsassistant.com


Chaikin Analytics

Chaikin Analytics is a stock research service. At the heart, is a multi-factor model that provides Bullish to Bearish ratings on stocks and ETFs. The service provides Advisors with tools to quickly evaluate a stock or a portfolio.

 This integration between Chaikin Analytics and Black Diamond dramatically improves analyzing portfolios and interacting with clients, allowing advisors to automatically load their client holdings from Black Diamond into Chaikin Analytics so they can identify weaknesses and strengths of a client portfolio, improve client interaction, and simplify analyzing portfolios while targeting held-away accounts.

Contact Info:

Email: info@chaikinanalytics.com
Phone: (877) 978-6257
Website: www.chaikinanalytics.com



Everysk Dashboards, by Everysk Technologies, is a front-office platform and leading predictive stress testing solutions that performs early diagnostics, what-if analysis and marketing. It provides comprehensive visual reports to securely share with clients. The integration with enables advisors to have their Black Diamond households, accounts, and holdings automatically appear within Everysk to quickly identify and fix portfolio risk concentrations that do not align with client objectives.

Contact Info:

Phone: (718) 710-4634
Website: www.everysk.com



factorE empowers users to make decisions quickly. Within seconds, a user can get a picture of the risk of an asset or an entire portfolio. With an enhanced understanding of risks, factorE can help you to better align your portfolios with your clients, enhancing your relationships.

AlphaCore teamed up with global investment banks to bring a simple interface to sophisticated technology, eliminating the steep learning curve, dedicated staff, and cost prohibitive nature of other risk analytic tools. factorE fully integrates with Black Diamond Wealth Platform and allows you to build portfolios, understand risks, compare assets or accounts between each other, and print a report to share with clients.

Contact Info:
Email: info@myfactore.com
Website: www.myfactore.com



FactSet helps the world’s best investment professionals outperform. Stay ahead of global market trends, access extensive company and industry intelligence, and monitor portfolio performance with FactSet’s desktop analytics, mobile applications, and comprehensive data.

Contact Info:

Email: cms@climark.com
Website: www.factset.com



HiddenLevers provides the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based toolkit includes a macro scenario library, scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output. HiddenLevers is based in New York City.

Black Diamond clients can start stress testing accounts quickly with the automated HiddenLevers integration.

Contact Info:

Email: sales@hiddenlevers.com
Phone: (800) 277-4830
Website: www.hiddenlevers.com



Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti’s flagship product Portfolio Lab is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.

With Kwanti/Black Diamond® integration, client position data can be imported and updated automatically into Kwanti analytics. The integration is setup in minutes. Be sure to mention the Black Diamond Wealth Platform to benefit from preferred pricing.

Contact Info:

Website: www.kwanti.com


Telemet Orion



RiXtrema builds advisor risk management software that makes complex portfolio risk concepts easy to explain to any client. Enhance your value proposition, become a trusted advisor and grow your business with Portfolio Crash Testing from RiXtrema.

Portfolio Crash Testing is a risk management software used by top RIAs and BDs. Advisors differentiate their offering by showing portfolio risks prospects did not know about. You can then optimize investor’s risk profile using Portfolio Crash Testing optimizer. PCT is the only tool for advisors that is based on top mathematical methodology from the research team who won 2015 Peter L. Bernstein Award for top research study.

Contact Info:

Email: mail@rixtrema.com
Phone: (800) 799-4267
Website: www.rixtrema.com


StratiFi Technologies Inc

StratiFi  is a one-stop shop risk-analysis and compliance solution for wealth management firms.


StratiFi helps wealth management firms and their financial advisors:

1) Implement a simple and repeatable process to close more prospects

2) Standardize risk and proactively monitor it to lower investment stress

3) Enhance surveillance of an advisor's business to improve compliance efficiency

4) Scientifically assess investment suitability to reduce business risk


Our technology platform empowers investment advisors to use sophisticated institutional risk metrics to analyze and visualize risk on a simple 1 to 10 scale and see if the portfolio's risk truly aligns with the client's risk tolerance. Our award-winning platform has been voted as the industry's best risk-tolerance, client-profiling and compliance technology for financial advisors.

Website: www.stratifi.com


Email us at sales@stratifi.com
Book a demo here



Tolerisk is leader in Fiduciary Caliber Risk Tolerance Assessment technology for Financial Advisors. Tolerisk is used by RIAs and Broker/Dealers in wealth management, financial planning, and employer sponsored retirement plans. Tolerisk provides a simple and flexible user interface, allowing advisors cloud-based access to a variety of solutions to fit each unique client, prospect, or plan participant’s needs and goals. Harnessing traditional fixed income mathematics, Tolerisk provides a deep analytical output expressed in an extremely simple and easy to understand format.

Unlike traditional risk tolerance assessment tools which focus primarily on the client's personality, Tolerisk® measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. A finalist in the 2017 XYPN Fintech Competition, Tolerisk was also lauded by Wealthmanagement.com as 1 of 6 technologies advisors needed to see following Finovate Fall 2018.

Contact Info:

Phone: 856-306-8873 Option 1
Email: Sales@Tolerisk.com
Website: www.Tolerisk.com



Totum is the only online risk tolerance solution that helps advisors understand how much risk their clients can take based on their life situation (risk capacity). With Totum, advisors can easily customize how they engage with their clients and have in-depth discussions about their Risk Preferences, Risk Capacity and Portfolio Risk.

Totum’s AI capabilities continuously update the risk capacity score based on a person or household’s life situation… similar to a credit score. Any time the portfolio drifts outside of the two scores the advisor is alerted.

Totum’s frontend is user-friendly and its backend uses AI, block chain technology, and quantitative models based on academic algorithms to score risk capacity, risk preference, and the client’s current portfolio. The information is presented in a format that makes it easy for advisors to review with their clients and make accurate portfolio selections.

Contact Info:

Website: www.totumrisk.com


Trading and Rebalancing

Optimize portfolios and efficiently manage trades so investment strategies stay on target against a volatile market.



AdvisorPeak, Inc. was founded by former investment advisors with the vision of bringing exceptional software to the financial services industry. Frustrated by the lack of intuitive trading and rebalancing software available to advisors, its founders developed their own solution to the problem.  AdvisorPeak was created to focus on institutional-grade portfolio management and trading software.  Designed to meet the real-world needs that advisors and brokers face, AdvisorPeak is the product of years of in-depth research into the logistics of tax-aware portfolio trading and rebalancing, as well as a decade of success in providing innovative software to the financial advisor market. AdvisorPeak offers all investment professionals the opportunity to utilize powerful portfolio management tools at an affordable price.

AdvisorPeak allows you to trade your portfolios with confidence. With over 10 years of development and refinement, our rebalancing software is the most powerful yet simple way to manage your client portfolios.

Contact Info:
Email: info@advisorpeak.com
Website: advisorpeak.com
Phone: 801-679-2646 ext 1



ATOM Align is BlazePortfolio's flagship product, delivering web-based portfolio modeling and trade order management to investment advisor, wealth management, trust, broker dealer, and multi-family office clients. ATOM Align streamlines the model rebalancing process and provides real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block trade order management.

Black Diamond clients can start rebalancing and trading quickly with the automated ATOM Align integration.

Contact Info:

Email: sales@blazeportfolio.com
Phone: (773) 935-2470
Website: www.blazeportfolio.com



iRebal®, the intelligent rebalancer, is a customizable, rule-based rebalancing application that can help you reduce the legwork in complex investment management and rebalancing processes. Allowing you to rebalance according to your unique approach, iRebal offers you more effective portfolio management designed for tax-efficient rebalancing, dynamic cash management, tax loss harvesting*, and more—all through a user-friendly interface.

iRebal can streamline weeks-long manual rebalancing processes down to hours—putting you in a better position to potentially improve consistency and efficiency across your operation, reduce operational costs for portfolio rebalancing and trading, better manage risk based on the parameters you choose, respond dynamically to changing markets, and grow your business at a faster pace.

Contact Info:
Email: veoirebalsupport@tdameritrade.com
Phone: (800) 934-6124
Website: www.tdainstitutional.com

*iRebal offers a flexible tax harvesting feature that allows you to set various loss thresholds for taxable accounts, total loss targets for portfolios, and choose a replacement security for each harvested security. Once the thresholds have been set, iRebal identifies eligible losses in taxable accounts, and shows you the securities that fit the criteria that you have defined.

TD Ameritrade, Inc. and Black Diamond are separate, unaffiliated companies and are not responsible for each others products, services or opinions. Brokerage services are provided exclusively by TD Ameritrade, Inc.

iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.



RedBlack Software is the independent market leader in portfolio rebalancing and trading software. Its products are used by asset managementfirms, wealth managers, registered investment advisors, broker dealers, banks and trust companies.

RedBlack enables advisors to continuously monitor accounts and households, proactively rebalance in anticipation of market changes, trade rapidly, and respond to client needs. Automation of the rebalancing and trading workflow results in a scalable and more profitable practice and permits advisors to spend more time with clients and prospects.

RedBlack’s modular rebalancing and trading platform is the most advanced and sophisticated product available in the market today. Customer-driven design, innovative technology and agile delivery are core to the RedBlack vision and ensure that its products continuously evolve to meet the demands of customers and the industry. An intuitive interface, tailored training, and unparalleled support realize a short learning curve and an immediate return on investment.

Scaling and performance are at the forefront of RedBlack products and its open architecture provides integration with all leading custodians, broker dealers, and portfolio management systems.

Similar to the current integration we offer between Advent’s Black Diamond platform and RedBlack, this new integration allows Advent’s APX and Axys® clients to employ RedBlack’s unique and powerful modeling, rebalancing and optimization capabilities through seamless connectivity with Advent’s range of industry leading portfolio management platforms – all with the comfort of knowing Advent and RedBlack are working together to ensure our clients’ success.

Contact Info:

Website: www.redblacksoftware.com



TradeWarrior is intuitive trade rebalancing software designed for financial advisors and asset management firms. TradeWarrior was founded by former investment advisors, and provides a practical real world approach to solving the rebalancing and trading needs that advisors face. The program trades in a tax-efficient manner, and can rebalance efficiently at both the Account and Household level. TradeWarrior helps advisors avoid taxable gains and detects tax loss harvesting opportunities. Additional functionalities include directed trading/swaps, avoidance of wash sale violations and redemption fees, and the ability to select, determine, and minimize long-term taxation using optimization features. TradeWarrior also utilizes a patent pending Alert system to warn users of any potential trade violations in real time.

Black Diamond clients can easily import their data into TradeWarrior with the click of one button to begin trading quickly.

Contact Info:

Phone: (801) 295-9192
Website: www.tradewarriorsoftware.com



TRX offers tax sensitive rebalancing and trading tools for advisors to add capacity without adding employees. Our solutions allow advisors to focus their time on strategy , enhancing client relationships, and business growth. With TRX, advisors turn rebalancing and portfolio management into an easy value-add rather than a costly time guzzler.

TRX is loaded with tax efficiencies, quality control measures, and customizable features to match your firm's intricacies and your clients' varied needs. Additionally, automation streamlines compliance and simplifies SEC audits.

Above all, TRX increases profitability by increasing clients' wealth. TRX positions clients to make more money by increasing gross and net returns by reducing taxes permanently through tRx's location optimization and short-term gain avoidance. Advisors can dramatically reduce clients' tax bills instantly with tax loss harvesting and tRx's exclusive capital gain distribution avoidance function. And, it's easy to demonstrate the tax savings to clients with custom benefit reports.

Contact Info:

Website: www.trxpert.com


Additional Integrations

From compliance, cloud document management, data services and more. These integrations offer a full breadth of options to enhance your tech-stack.



SMArtX Advisory Solutions is the next generation turnkey asset management platform using proprietary trading and managed accounts technology to power SMArtX, SS&C Advent’s integrated unified managed account solution. It is the only platform to offer traditional, alternative, and passive index investment strategies in a unified managed account structure.

SMArtX is one of four preferred Platform Partners to integrate with the Black Diamond® Wealth Platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, SMArtX is firmly committed to providing resources to build deep two-way integrations with Black Diamond. As part of the partnership, all Black Diamond reporting fees are waived for assets managed on the SMArtX platform.

Contact Info:

Email: info@advent.com
Phone: (800) 727-0605
Website: www.smartx.us


ACA Compliance Group

ACA Performance Services, a division of ACA Compliance Group offers GIPS verification and other investment performance services to investment managers globally. ACA Performance Services acquired the GIPS verification and performance practice of Ashland partners in July 2017. With over 75 consultants, ACA Performance Services is the largest team of professionals solely dedicated to GIPS verification and investment performance services globally.

Our relationship with ACA Performance Services spans over three types of GIPS compliance and verification services.

  • Pre-Verification and Compliance Consulting
  • GIPS Verification
  • Performance Examinations

Through this relationship, we have developed seamless integration across Advent Portfolio Exchange and Axys. Required data is delivered directly to ACA Performance Services saving time, improving accounting accuracy, and promoting better client service.

Contact Info:

Website: www.acacompliancegroup.com



Ascendant Compliance Management is a leader in the compliance and regulatory services industry, offering personalized comprehensive compliance services for firms in the U.S. and abroad.

Black Diamond integrates with Ascendant Compliance Manager’s Trade Compliance Analyzer product, offering post-trade compliance testing and reporting software solutions for Investment Managers. The platform connects directly to client trading systems providing compliance analysts and traders with timely compliance alerts, risk management workflow tools, and post-trade compliance risk reporting.

Contact Info:

Phone: (860) 435-2255
Website: www.ascendantcompliancemanager.com



Box is a leader in cloud content management. It enables entire enterprises to store their business critical content securely and centrally manage it in the cloud – making it easier than ever for everyone on a team to access, edit, comment and share any of the files in real time from any device. With a seamless integration into the Black Diamond Wealth Platform’s Document Vault, the frictionless, two-way integration allows all files and folders to be visible and shareable across the two platforms. Thus, enabling an advisory firm to tailor their tech-stack to fit their unique needs, all from one comprehensive platform.

Contact Info:

Phone: (877) 729-4269
Website: www.box.com/about-us/contact-us


Chicago Clearing

Chicago Clearing Corporation (CCC) is the claims filing specialist in securities class action settlements. With 21 years in the class action arena, CCC is uniquely qualified to file and manage securities class action claims for an assortment of investors. CCC’s client base includes: bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, family offices, high net worth individuals, market makers, specialists, proprietary trading firms and professional traders.

No matter the type of investor, CCC brings to bear its considerable and extraordinary experience to aggressively retrieve every dime owed the harmed investor. To date, CCC has recovered over $130 million for over 1,150 clients representing 2 million individual accounts.

Advent's data integration with Chicago Clearing Corp. enables clients to directly link data from ANY Advent portfolio accounting system to the security settlement recovery process.

Contact Info:

Phone: (312) 204-6970
Website: www.chicagoclearing.com



ICE Data Services is a global leader in market data, analytics and connectivity solutions. We offer proprietary market data from a dozen exchanges worldwide, together with indices, fixed-income evaluations and reference data, servicing the rising demand for more capacity and information with feeds, desktops and connectivity services. Our comprehensive, flexible data solutions provide coverage for global markets across all major asset classes.

Partnership Overview:

Our relationship with ICE Data Services spans four major businesses:

  • Pricing and Reference Data - supplying global securities pricing, evaluations, and reference data for more than 10 million securities, including daily evaluations for approximately 2.7 million fixed income and international equity issues
  • Fixed Income Analytics – providing fixed income portfolio analytics in North America and Europe
  • Desktop Solutions Business: Offering global, real-time market data and decision support tools to active investors and professionals worldwide
  • Real-Time Services – providing real-time global market data and managed solutions to financial institutions, redistributors and online financial portals worldwide.

Contact Info:
Website: www.theice.com


Interactive Data



RIA in a Box

RIA in a Box® is a leading provider of compliance software to the wealth management industry. We provide ongoing monthly compliance assistance to over 1,700 SEC and state-registered RIA firms across the country. Our investment adviser compliance programs pair our MyRIACompliance™ online software platform with compliance consulting expertise provided by our team of former regulators.

Over 1,700 RIAs of varying size use the industry leading MyRIACompliance™ online RIA compliance platform to increase compliance workflow efficiency and to automate regulatory requirements.


Contact info:

Email: Oriana DeRose - oderose@riainabox.com
Phone: (440) 783-9354
Website: www.riainabox.com



LifeYield is the leading fintech solution that enables advisors to provide tax-smart & risk-smart management of an investor's entire portfolio so they can make more and keep more. LifeYield's Taxficient Score®, Income Advantage® and Social Security Advantage® differentiate advisors by showing investors optimal tax strategies to help investors improve after-tax returns by 1-2% per year.

LifeYield's Proposal Advantage Suite® allows you to join over 20,000 advisors in creating tax-smart proposals that illustrates the Taxficient Score®, quantify the value of your advice and show how to optimally implement the recommendations.

LifeYield integrates with Black Diamond by using reconciled accounts, holdings, classes, segments, and tax lot data to create a Taxficient Score® and for use in LifeYield Portfolio Advantage® and Income Advantage® offerings. 

Contact Info:
Email: sales@lifeyield.com
Phone: (855) 829-3424
Website: www.lifeyield.com





Morningstar DirectSM for Wealth Management empowers wealth managers to confidently deliver bespoke, professional advice through accessible, customizable reports built on Morningstar’s independent investment data, cutting-edge research, and advanced, holdings-based analytics.

Morningstar Direct covers over 583,000 investments and real-time market data on approximately 22.3 million exchange-traded equities, derivatives, commodities, futures, foreign exchanges, and precious metals.

Contact Info:
Email: DTASales@morningstar.com
Phone: +1 877-586-5405
Website: https://www.morningstar.com/products/cloud/wealth-management



Quovo (acquired by Plaid in January 2019) is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. With industry-leading APIs, modular applications, and enterprise solutions, Quovo makes it easier than ever to connect with your client’s financial life. Today, hundreds of institutions, thousands of advisors and millions of end-users rely on Quovo’s technology for account aggregation, bank authentication and ongoing insights to build better financial futures.

Contact Info:

Email: nwhelan@plaid.com
Website: www.quovo.com



Smart RIA simplifies compliance for financial advisors. Our cloud based, responsive (works beautifully on mobile, tablet and desktop-sized screens) software is highly secure, surprisingly easy to use, and is used by firms ranging in size from one-person shops to national firms with over 100 professionals.

Smart RIA's award-winning software is used by over 1,000 firms across the US to simplify their compliance responsibilities. Features include compliance surveillance for large firms, alerts for trade inactivity, portfolio variance, high cash balance, personal trade monitoring, and more.   Smart RIA integrates with Black Diamond to import your custodial data for compliance-related client account alerts and personal trade monitoring.

Contact Info:
Email: sales@smart-ria.com
Website: smart-ria.com


SS&C Risk and Compliance Intelligence Platform

RCI is a web-based, account, portfolio and transaction surveillance and monitoring platform designed for Compliance Officers. Introduced to the market in 2008, RCI has Broker-Dealers, RIA’s and Asset Management clients internationally as well as in the USA and Canada. RCI aggregates and analyzes any data to support the regulatory requirements of our user firms. At the core of RCI are comprehensive user firm defined, customized and pre-configured compliance test libraries that provide out of the box surveillance capability along with extensive workflow and archiving features. RCI’s Broker-Dealer/ RIA, Anti-Money Laundering, Investment Suitability, Senior and Elder Abuse and Employee Trading Activity Monitoring modules provide specific features, functionality and compliance tests to support the regulatory requirements of its users. As a SaaS offering, RCI and our user firm data is fully hosted in SS&C’s secure data centers.


SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably. Through a combination of organic innovation and strategic acquisitions, we have assembled a comprehensive selection of technology and service capabilities, backed by industry-leading expertise. From this menu, we can build and support an operational platform customized to your needs, with deployment options based on your business objectives. Headquartered in Windsor, Connecticut, SS&C serves a worldwide clientele through a global network of offices. We are publicly listed on the NASDAQ (SSNC) and remain exclusively focused on the investment management and financial services industries.


Contact Info:

Website: https://www.ssctech.com/solutions/products-a-to-z/risk-compliance-intelligence-platform

Martin Orbach – Head of Product – morbach@dstsystems.com

Pete Dickson – RCI Sales – pdickson@dstsystems.com or 415-548-0339


Standard and Poors


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