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.

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

    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

  • 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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  • LPL Focus 2023
    LPL Focus 2023

    As one of the premiere sales and educational experiences in the financial industry and LPL’s flagship event, Focus provides thousands of financial professionals the opportunity to learn, share, and grow.

    San Diego Convention Center | San Diego, CA
    8-4-2023 to 8-7-2023

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  • The Deals & Dealmakers Summit 2023
    The Deals & Dealmakers Summit 2023

    Deals & Dealmakers Summit provides wealth and asset management executives with:

    • Unparalleled Networking Opportunities
    • Advanced Education and Training
    • Solutions to Key Needs
    • Advisory Relationships
    • A Substantial Opportunity to Learn
    • An Executive Experience

    The Ritz Carlton | Laguna Niguel, CA
    8-29-2023 to 8-30-2023

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  • 2023 FutureProof
    2023 FutureProof

    Join thousands of financial advisors, institutional allocators, asset managers, technology providers, and more on a four day experience like none other.

    Huntington Beach, CA
    9-10-2023 to 9-13-2023

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  • Hightower Pinnacle 2023
    Hightower Pinnacle 2023

    Hightower Pinnacle dedicates to connecting Advisory firm field professionals with thought leadership on operations, human resources and marketing.

    Chicago, IL
    9-12-2023 to 9-13-2023

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  • Beacon Roundtables - The Investment Product, Platform, & Fiduciary Roundtable
    Beacon Roundtables - The Investment Product, Platform, & Fiduciary Roundtable

    The Investment Roundtable is our annual foray into the foundational eco-system the actual investment. We delve into the breadth of investment products, how firms are enabling their advisors to use those products to meet the investing needs of their customers, and how to enable oversight of those products aligning to the best interests of the investor customer.

    Hotel Clio | Denver, CO
    9-20-2023 to 9-22-2023

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  • SS&C Deliver 2023
    SS&C Deliver 2023

    Join us in 2023 for the industry’s premier event for executives and decision-makers across all SS&C solutions seeking hands-on learning, industry insights, and networking.

    JW Marriott Austin | Austin, Texas
    10-22-2023 to 10-24-2023

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  • Beacon Roundtables - The Roundtable
    Beacon Roundtables - The Roundtable

    This roundtable focuses on issues that enterprise wealth leadership is facing, and supplies a wonderful opportunity to collaborate for a few days and drink in a bounty of perspective along with innovative ideas.

    The Fairmont Southampton | Bermuda
    11-1-2023 to 11-3-2023

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Show More


  • 2023 Family Wealth Report Awards

    Women in Wealth Technology - Jen Becher

  • Family Wealth Report Awards 2023

    Compliance - Black Diamond Wealth Platform

  • WealthTech Americas Award 2023

    Data Management & Analysis

  • 2022

    Portfolio Management, Accounting & Performance Reporting

  • 2022


  • Family Wealth Report 2022

    Best Client Communications

  • WealthTech Americas 2022

    Overall US Wealthtech Provider

  • 2021

    Best Client Portal

  • 2020

    Best Rebalancing

  • Family Wealth Report 2020

    Best Portfolio Management

  • 2019

    Best Client Portal

  • 2019

    Best Portfolio Management, Accounting and Performance Reporting

  • Family Wealth Report 2019

    Best Client Reporting

  • 2016

    Best Account Aggregation

  • Family Wealth Report 2016

    Best Client Communications

  • FTF News

    Best Client Reporting Solution

  • 2015

    Best Client Portal

  • WealthManagement 2015

    Best Portfolio Management

  • FTF News

    Best Client Reporting Solution


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