A Rebalancing Solution that Goes Beyond the Standard


Manage the Complete Wealth Picture

Fully integrated into the Black Diamond Wealth Platform, our next-generation Rebalancer keeps even the most complex portfolios on target. The open layout, intuitive workflows and robust functionality enhances your day-to-day portfolio and client management needs.

Core functionality includes:

Enhanced modeling

Tax-efficient rebalancing

Proactive monitoring

Secure approval workflows and notifications

Rebalancer elevates your ability to efficiently manage across portfolios.


Fully Integrated
As a native component within Black Diamond, the unified experience allows for quick implementation and gives advisors fully integrated workflows.
Sophisticated Functionality
The powerful and robust technology is flexible enough to support even the most complex investment structures.
Ease of Use
The open layout offers an intuitive and user friendly design that caters to your day-to-day core workflows.

Rebalancing software that enhances your end-to-end technology stack.

Experience the new
Black Diamond.

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

Contact Us