More than a Portal: An Experience

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Our Client Experience allows you to offer a customizable, custom-branded and interactive online environment that can be accessed anytime, anywhere.

Strengthening the advisor–investor relationship


Designed to help advisors stand out in a competitive market for HNW investors where digital channels can decide relationships.


Firms have the ability to tailor content specific to their client’s unique financial picture and the investor has the ability to further personalize the experience.

Demonstrate value to your clients by providing a premium online experience.

 

Personalized
Tailor content specific to your client’s unique financial picture.
Connected
Visualize key interactions and decisions that have occurred throughout the course of the partnership
Shared
Store and share documents using our vault or another third- party system
Integrated
Expand conversations through fully integrated risk analyses, investing and financial planning
Mobile
Highlight your brand through TouchID, notifications and connections to phone, e-mail and maps

Experience the new
Black Diamond.


Learn how the new Black Diamond can elevate your client relationships and your practice.

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