You don’t need another product. You need a partner.

From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding.

The Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.

EXPLORE THE PLATFORM black-arrow
Centralized client management
Key Features
  • The Heart of
    Your Business

    Transform your business with a comprehensive wealth management platform built for your success today, tomorrow, and beyond.

    • Intuitive dashboards
    • Cloud-based platform
    • Automated daily data reconciliation
    • Enhancements every six weeks
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  • Home to Your Client’s
    Financial Journey

    Through an immersive portal, your clients have on-demand insight into their complete wealth picture.

    • Fully customizable
    • Compelling visualizations
    • Secure document storage
    • Anytime, anywhere mobile access
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  • Your Ultimate
    Business Partner

    We combine high tech with high touch – an elite combination that ensures you maximize use of the platform.

    • Collaborative implementation
    • Dedicated service team
    • Ongoing training & education
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  • All the Right
    Connections

    A vast ecosystem of integrated solutions empowers you to build a tech stack that saves time and enriches your firm’s overall experience.

    • Network of over 45 solutions
    • Direct custodial feeds
    • Select platform partners
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Upcoming Events

  • 2025 Hightower Advisor Summit
    2025 Hightower Advisor Summit

    Hightower Advisors' largest conference of the year covering practice management, investing and holistic wealth management with an emphasis on peer-to-peer engagement

    The Ritz-Carlton Dallas | Las Colinas, TX
    5-6-2025 to 5-8-2025

  • 2025 Pershing INSITE
    2025 Pershing INSITE

    INSITE is the paramount event for the wealth intermediary community. It offers exclusive content and networking that enriches advisors and wealth management firms while fostering strong connections with BNY and the industry.

    Gaylord National Resort & Convention Center | National Harbor, MD
    6-3-2025 to 6-5-2025

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  • 2025 Schwab EXPLORE
    2025 Schwab EXPLORE

    EXPLORE is an annual event where approximately 125 RIAs have the opportunity to think on a personal and a strategic level about how to best guide their firms. It is exclusively for Schwab’s most valued firm leaders whose firms manage $1B+ in AUM. This provides RIAs with the environment to exchange experiences and expertise with peers, gain the perspective of innovative thinkers, and interact with Schwab executives in an intimate setting.

    Montage Deer Valley | Park City, UT
    6-4-2025 to 6-6-2025

  • Hightower Pinnacle 2025
    Hightower Pinnacle 2025

    Hightower Pinnacle 2025 is dedicated to connecting advisory practice field professionals with thought leadership on operations, business development, technology, finance, human resources and marketing.

    Radisson Blu | Chicago, IL
    9-9-2025 to 9-11-2025

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Awards

  • WealthTech Americas Awards 2025

    Client/Consolidated Reporting - Black Diamond Wealth Platform

    WINNER
  • Family Wealth Report Awards 2024

    Portfolio Management - Black Diamond Wealth Platform

    WINNER
  • WealthTech Americas Awards 2024

    Best Client / Consolidated Reporting (US) - Black Diamond Wealth Platform

    WINNER
  • 2023 Family Wealth Report Awards

    Women in Wealth Technology - Jen Becher

    WINNER
  • Family Wealth Report Awards 2023

    Compliance - Black Diamond Wealth Platform

    WINNER
  • WealthTech Americas Award 2023

    Data Management & Analysis

    WINNER
  • WealthManagement.com 2022

    Portfolio Management, Accounting & Performance Reporting

    WINNER
  • WealthManagement.com 2022

    Compliance

    WINNER
  • Family Wealth Report 2022

    Best Client Communications

    WINNER
  • WealthTech Americas 2022

    Overall US Wealthtech Provider

    WINNER
  • WealthManagement.com 2021

    Best Client Portal

    WINNER
  • WealthManagement.com 2020

    Best Rebalancing

    WINNER
  • Family Wealth Report 2020

    Best Portfolio Management

    WINNER
  • WealthManagement.com 2019

    Best Client Portal

    WINNER
  • WealthManagement.com 2019

    Best Portfolio Management, Accounting and Performance Reporting

    WINNER
  • Family Wealth Report 2019

    Best Client Reporting

    WINNER
  • WealthManagement.com 2016

    Best Account Aggregation

    WINNER
  • Family Wealth Report 2016

    Best Client Communications

    WINNER
  • FTF News

    Best Client Reporting Solution

    WINNER
  • WealthManagement.com 2015

    Best Client Portal

    WINNER
  • WealthManagement 2015

    Best Portfolio Management

    WINNER
  • FTF News

    Best Client Reporting Solution

    WINNER

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