Create a tailored experience for investors.
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.
Enhance your conversations with clients. Even when you're in different locations.
The re-imagined portal enables you to provide clients with their complete wealth picture, customized to their unique needs—with at-a-glance and detailed views.
The vault provides you with a secure place to organize, store, and exchange confidential information with clients.
Powerful communication tools help you proactively inform clients about relevant news, enhancing in-person interactions with an online experience.
Clients gain access to their customized wealth picture on a platform designed to automatically adapt to their favorite devices—smartphone, tablet, and desktop.
"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.