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

  • DeVoe Elevate 2023
    DeVoe Elevate 2023

    Join us to work on optimizing your firm’s growth and your talent strategy:

    • Growth. Learn best practices to achieve high, sustained organic growth.
    • Human Capital. Develop your organization's talent, teams, and next-gen leaders.

    DeVoe Elevate offers rich and captivating content. Networking breaks, meals, and receptions provide options for learning from your peers, speakers, and other experts.

    Grand Hyatt Nashville, Nashville, TN
    5-10-2023 to 5-12-2023

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  • WealthStack 2023
    WealthStack 2023

    WealthStack provides bolder technology strategies and powers a new generation of growth-oriented advisors. Join the community of 2000+ wealth management leaders, wealthtech innovators, and influencers.

    The Diplomat Beach Resort, Hollywood, FL
    5-21-2023 to 5-24-2023

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  • INSITE 2023
    INSITE 2023

    We can’t wait to celebrate INSITE’s 25th anniversary with you in Orlando, FL. You can expect a first look at the newest digital products and services, immersive learning experiences with industry innovators and networking opportunities with the top advisors and influencers in the business.

    Orlando World Center Marriott, Orlando, FL
    6-6-2023 to 6-8-2023

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Awards

  • 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.