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

  • SS&C Deliver 2022
    SS&C Deliver 2022

    Join us in 2022 for the industry's premier event for executives and decision-makers across all SS&C solutions seeking hands-on learning, industry insights, and networking. Learn from industry experts, participate in tailored labs and sessions, stay current on market trends, discover how to get the most from SS&C solutions, and network with industry experts.

    JW Marriott Orlando Grande Lakes | Orlando, Florida
    10-02-2022 to 10-04-2022

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  • truCanvas 2022
    truCanvas 2022

    Join us October 4 & 5, 2022 in Franklin, Tennessee to engage with like-minded advisors who are gathering to share best practices, gain inspiration and find fresh ideas, technology, investment strategies and processes that can shape the future of your firm.

    Harpeth Hotel, Franklin, TN
    10-04-2022 to 10-05-2022

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  • TFOA’s 8th Annual Single Family Office Symposium
    TFOA’s 8th Annual Single Family Office Symposium

    TFOA’s Annual Single Family Office Symposium is a highly anticipated, private event for the global family office community to benefit from leading industry research and networking with like-minded peers. For this event, TFOA curates a world-class lineup of policy experts and investment practitioners to share valuable insights on the latest research and ideas in the fields of public and private market investing and family office management.

    Cameron School of Business, Houston, TX
    10-17-2022 to 10-18-2022

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  • Fearless Investing Summit
    Fearless Investing Summit

    Network with over 800 investment professionals from all over the country as you discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.

    Hyatt Regency, Salt Lake City, UT
    10-19-2022 to 10-21-2022

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  • Q4 BD Exec Forum
    Q4 BD Exec Forum

    The Q4 BD Exec Forum will give Broker/Dealer CXOs the opportunity to meet and network with innovative technology solution providers and leaders from the most respected investment institutions. This exclusive gathering held in a relaxed, yet focused business environment will bring together more than 100 executives to collaborate on key issues, originate ideas, and learn about the latest business development strategies.

    Green Valley Ranch Resort & Spa, Henderson, NV
    10-26-2022 to 10-28-2022

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  • IMPACT 2022
    IMPACT 2022

    It’s been three long years—and IMPACT will finally be live and in-person once again! To say we’re excited is an understatement. You’ll find just the right mix of timely learning and chances to get long-overdue face time with peers, Schwab executives, and other industry leaders. This is something you won’t want to miss!

    Denver, CO
    11-01-2022 to 11-03-2022

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  • Beacon The Roundtable
    Beacon The Roundtable

    An invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions and community question and answer sessions.

    The Fairmont Mission Inn, Sonoma, CA
    11-01-2022 to 11-03-2022

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  • RIA Summit 2022
    RIA Summit 2022

    As the Registered Investment Advisor (RIA) industry matures, the need for information on the latest industry trends and practice management advice is more pressing than ever.


    The InvestmentNews RIA Summit will offer the highest quality content on how to deliver fee-based products and services, including alternative investment products, new areas of advice that RIAs can now offer, as well as content focused on marketing, technology, recruiting, succession, and more!

    Boston, MA
    11-07-2022 to 11-08-2022

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  • Financial Planning Association Annual Conference
    Financial Planning Association Annual Conference

    One of the most common sentiments we hear about the FPA Annual Conference is “it happens in the hallways.” That’s because it’s in the hallways of the convention center, hotels, and other venues where that spirit of community is most evident. In the hallways, people stop to talk and share with each other. They connect because events like our Annual Conference bring out the one quality we ALL need now more than ever—community.

    Sheraton Grand Seattle, Seattle, WA
    12-12-2022 to 12-14-2022

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Show More


  • 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.