Dedicated Client Advocate

We Take Service Seriously
A single point of contact service model means we function as an extension of your team. Once your operations are in place, you experience a seamless transition to ongoing and unlimited service – including an introduction to your dedicated Client Advocate. Your Client Advocate, and their supporting team, get to know your business so they can effectively work as your technology partner.
  • Here When You Need Us

    It’s easy to receive the answers you need – via phone, email or through the platform’s native Case Management functionality.

  • An Extension Of Your Team

    To ensure you maximize the platform, your Client Advocate proactively collaborates with you to provide guidance and usage recommendations.

  • Turn Your Ideas Into Action

    You have the ability to submit enhancement requests through a Great Ideas dashboard. This input goes directly to the product team who tracks themes in order to prioritize future platform enhancements.

  • Your Voice Matters

    Feedback is critical to our success. Each year we ask for your candid opinion on our service and technology in order to drive change.

  • I am so impressed with the level of support from Black Diamond. They do an outstanding job of answering questions, knowing the platform intimately, and always being incredibly responsive.
    Dion R. Padilla
    President & CEO Padilla Wealth Management
  • Client Video

    Combining high tech with high touch ensures your firm makes the most of our powerful suite of tools. Mikayla Pakula of Fieldpoint Private Bank & Trust discusses how the platform has grown over the years, enabling her firm to be a true holistic advisor to their clients.

    Watch Now
  • Product Brief

    Our team helps you make the most of our award-winning solution.

    LEARN MORE

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

  • Client Reporting

    Here When You Need Us
    It’s easy to receive the answers you need – via phone, email or through the platform’s native Case Management functionality.
  • Client Reporting

    An Extension Of Your Team
    To ensure you maximize the platform, your Client Advocate proactively collaborates with you to provide guidance and usage recommendations.
  • Client Reporting

    Turn Your Ideas Into Action
    You have the ability to submit enhancement requests through a Great Ideas dashboard. This input goes directly to the product team who tracks themes in order to prioritize future platform enhancements.
  • Client Reporting

    Your Voice Matters
    Feedback is critical to our success. Each year we ask for your candid opinion on our service and technology in order to drive change.
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