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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The Heart of
Your BusinessTransform 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 JourneyThrough 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 PartnerWe 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
ConnectionsA 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
Upcoming Events
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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
Learn More
5-10-2023 to 5-12-2023
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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
Learn More
5-21-2023 to 5-24-2023
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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
Learn More
6-6-2023 to 6-8-2023
Awards
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WealthTech Americas Award 2023
Data Management & Analysis
WINNER -
WealthManagement.com 2022
Portfolio Management, Accounting & Performance Reporting
WINNER -
WealthManagement.com 2022
Compliance
WINNER -
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Family Wealth Report 2022
Best Client Communications
WINNER -
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WealthTech Americas 2022
Overall US Wealthtech Provider
WINNER -
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WealthManagement.com 2021
Best Client Portal
WINNER -
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WealthManagement.com 2020
Best Rebalancing
WINNER -
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Family Wealth Report 2020
Best Portfolio Management
WINNER -
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WealthManagement.com 2019
Best Client Portal
WINNER -
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WealthManagement.com 2019
Best Portfolio Management, Accounting and Performance Reporting
WINNER -
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Family Wealth Report 2019
Best Client Reporting
WINNER -
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WealthManagement.com 2016
Best Account Aggregation
WINNER -
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Family Wealth Report 2016
Best Client Communications
WINNER -
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FTF News
Best Client Reporting Solution
WINNER -
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WealthManagement.com 2015
Best Client Portal
WINNER -
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WealthManagement 2015
Best Portfolio Management
WINNER -
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FTF News
Best Client Reporting Solution
WINNER
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
