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
    Strengthen your client relationships blue-arrow
  • 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

  • WealthStack 2022

    WealthStack 2022 will be the most innovative conference for financial advisors, RIAs and Broker-Dealer technology decision makers – and all of the key players in the #WealthTech industry!

    Secure your spot now!

    The Diplomat Beach Resort, Hollywood, FL
    05-31-2022 to 06-03-2022

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  • Pershing Insite 22

    Be a part of the essential community that’s reimagining the future of wealth management. Join us for three days that will leave you inspired and asking, where to next?

    Gaylord Texan Resort & Convention Center, Grapevine, TX
    06-15-2022 to 06-17-2022

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  • LPL Financial National Conference | Focus

    Focus is a premier industry event that brings together LPL advisors, institutional clients, sponsors, and employees to hear from firm executives and other thought leaders, share best practices, and gain valuable insights. The event also showcases the latest resources, technology, and capabilities that LPL advisors and institutional partners can leverage to help them deliver a better client experience, operate more efficiently, and build more value in their businesses.

    Denver Convention Center, Denver, CO
    07-24-2022 to 07-27-2022

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  • Future Proof

    The future proof festival brings together the world’s most prominent figures and emerging minds in finance, investing, technology, pop culture, creative arts and impact.

    The citywide experience is built to spark conversation and collaboration, and it will serve as a catalyst in developing the future of wealth.

    09-11-2022 to 09-14-2022
    Huntington Beach, CA

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  • SS&C Deliver 2022

    Join us in 2022 for the industry's premier event for executives and decision-makers across all SS&C solutions seeking hands-on learning, industry insights, and networking. Learn from industry experts, participate in tailored labs and sessions, stay current on market trends, discover how to get the most from SS&C solutions, and network with industry experts.

    JW Marriott Orlando Grande Lakes | Orlando, Florida
    02-Oct-2022 TO 04-Oct-2022

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Awards

  • 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.