Extensive integrations enrich the Black Diamond experience
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.
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.
Strategize and engage clients with digital planning tools that focus conversations to create meaningful financial outlooks.
Strengthen client relationships and grow with scale with a customer relationship management system that automates workflows and streamlines lead management.
Remove subjectivity and make smart investment decisions with tools that help quantify risk and generate a variety of investment analytics.
Trading and Rebalancing
Optimize portfolios and efficiently manage trades so investment strategies stay on target against a volatile market.
From compliance, cloud document management, data services and more. These integrations offer a full breadth of options to enhance your tech-stack.