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 Client Advocate
    • 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

  • Integrations: Empowering Possibilities

    Register to see how the Black Diamond® Wealth Platform has an integration philosophy and commitment that provides you with a unified and meaningful experience. Save time, expand your offering, elevate the client experience, eliminate duplicative work, and so much more - that's the power of integrated technology. Join us to learn about the possibilities Black Diamond clients can take advantage of, as well as an inside look at what is to come.

    29-JUL-2021 | 2:00PM - 3:00PM EST

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    Welcome to Focus, our largest annual conference that will help you build a better tomorrow. You’ll have the opportunity to hear from LPL Financial executives, learn from industry experts, and build networks with other advisors. This year’s Focus will allow you to curate your own experience based on what’s relevant to you and your practice. We’re dedicated to your success, so you’ll also have the opportunity to build relationships with sponsor partners and home office staff. Focus is the one conference each year where you can hear it all, see it all, and do it all, because it’s all about you. And we can’t wait to share it all with you and help you build your practice for tomorrow.

    Virtual Webinar
    04-AUG-2021 TO 06-AUG-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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  • 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.