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.

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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 Client Advocate
    • 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

  • 2021 eMoney Summit

    Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

    Financial professionals who focus on planning with purpose—a purpose authentic to them and meaningful to their clients—will leverage technology to scale planning tasks so they can spend their time delivering the expertise and insight that only they can provide.

    Virtual Webinar
    25-OCT-2021 TO 27-OCT-2021

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  • Adapt2Advance - Cutter Member Meeting NORTH AMERICA

    Join Adapt2Advance where Cutter will take you through their latest research that dares to predict and delivers knowledge to help you adapt and stay ahead of industry changes and trends. Sessions include research presentations, panel discussions, and a keynote speaker.

    VIRTUAL CONFERENCE
    15-NOV-2021 TO 17-NOV-2021

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  • PEI CFO / COO Fall Roundup

    Discover solutions to the challenges that have arisen over the past months and prime your private fund operations and finance for the future. Hear from industry and topic experts on themes such as digitization projects, and regulatory frameworks. Take part in an open discussion with your peers from across private markets on ESG implementation, managing teams through disruptive periods and much more.

    Virtual Webinar
    16-NOV-2021 TO 17-NOV-2021

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  • PMAC 2021 Virtual National Conference

    The agenda includes compelling speakers and insightful sessions; a must-attend event for all asset management leaders. This year’s theme reflects the resilience that we have cultivated in these uncertain times and how to move forward stronger than we were before.

    Virtual Conference
    18-NOV-2021

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Awards

  • 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.