Respond Quickly. Ensure Accuracy.

Monitor, rebalance, and execute trades – at scale.
Whether you are looking to make a wholesale asset substitution from one security to another, or harvesting losses to minimize your client’s tax burden, the Black Diamond Rebalancer enables the execution of these opportunities in a matter of minutes. Additionally, it takes into account all client restrictions and preferences ensuring you remain aligned with their expectations.
  • Robust Modeling Framework

    Establish target allocations and optimize strategies with flexible N-tier model of models functionality, access to outside managers, and tagging of security equivalents.

  • Proactive Monitoring

    Be alerted to clients that need your attention related to portfolio drift, cash requirements, or tax scenarios.

  • Trade Processing

    Leverage options like block trading and a range of order types. Then, send trades straight through to the custodian for execution, and track the progress across the full life cycle.

  • Tax Efficient Capabilities

    Avoid potential tax consequences by monitoring capital gains limits and take advantage of features like tax-loss harvesting and asset location.

  • Oversight Tools

    Implement an approval workflow before trade submission and audit trades within a reconciliation dashboard.

  • Unified Experience

    Take advantage of cross-application workflows, quickly send clients updates, and know data is clean and current.

  • During the recent market sell-off, we needed to raise cash in all our portfolios, at the same time, on the same day. We used Black Diamond in an urgent situation and not only executed the transaction but also got it done quickly and efficiently. The system speeds our execution process for a better result for our clients.
    Phil Blancato
    CEO Ladenburg Thalmann Asset Management
  • eBook

    Robust functionality from Black Diamond’s Rebalancer gives firms the upper hand they need to be competitive in this tech-forward industry.

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  • Case Study

    Reby Advisors switched from a third-party rebalancer to the fully integrated Black Diamond Rebalancer to increase productivity, leverage tax efficiencies, save time, and much more.

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Connecting the Dots of Your Practice so You Can Connect with Your Clients.

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