More than a Portal: An Experience
Investors want easy access to all of their financial data. We help you offer the personalized experience they expect–with 24/7 access to their complete wealth picture.
Our Investor Experience allows you to offer your clients a customizable, custom-branded and interactive online environment that can be accessed anytime, anywhere.
Demonstrate value to your clients by providing a premium online experience that allows you to stand out in a competitive market.
Tailor content specific to your client’s unique financial picture.
Visualize key interactions and decisions that have occurred throughout the course of the partnership
Store and share documents using our vault or another third- party system
Expand conversations through fully integrated risk analyses, investing and financial planning
Highlight your brand through TouchID, notifications and connections to phone, e-mail and maps
"The interactive tool that the clients get to use with Black Diamond has been a game changer for us."
- Joseph Larizza, Chief Administrative Officer, Fieldpoint Private
"When I started using Black Diamond in client meetings, I noticed conversations change from being centered on beginning and ending values on quarterly custodial statements to truly interactive conversations with clients about their portfolios and how they support their financial goals."
- David J. O'Brien, Financial Advisor, O’Brien Financial Planning, Inc.
"Black Diamond’s new investor experience allows us to integrate financial planning content and craft timely, targeted messages that alert our clients to a range of important updates."
- Christopher Casdia, Chief Compliance Officer and Director, Homrich Berg.