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

  • 2024 Emigrant Partners Leadership Summit
    2024 Emigrant Partners Leadership Summit

    This exclusive event connects people with top executives from across Emigrant's network of leading wealth and asset management firms, providing strategic insights and relationship-building opportunities.

    Fairmont Scottsdale Princess | Scottsdale, AZ
    4-16-2024 to 4-18-2024

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  • Evolve Conference 2024
    Evolve Conference 2024

    Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond.

    Hyatt Regency Lost Pines Resort & Spa | Lost Pines, TX
    5-6-2024 to 5-8-2024

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  • DeVoe Elevate 2024
    DeVoe Elevate 2024

    The future of your RIA depends on your firm's organic growth strategy and next-gen talent. Are your people and your organization performing at their highest potential in these two critical areas? DeVoe Elevate is designed to help you maximize your performance in both.

    Omni Scottsdale Resort & Spa At Montelucia | Scottsdale, AZ
    5-8-2024 to 5-10-2024

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  • Hightower Advisor Summit 2024
    Hightower Advisor Summit 2024

    Hightower's largest conference of the year covering practice management, investing and holistic wealth management with an emphasis on peer-to-peer engagement.

    Tucson, AZ
    5-13-2024 to 5-15-2024

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  • WealthStack 2024
    WealthStack 2024

    WealthStack is the WealthTech pillar of Wealth Management EDGE.

    EDGE covers three pillars – investment, productivity and growth. This makes the EDGE audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology and practice management ecosystems.

    The Diplomat Beach Resort | Hollywood, Florida
    5-13-2024 to 5-16-2024

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    SYNERGY24 is designed to help your operations, services, and technology reach new heights as you surround yourself with industry thought-leaders.

    Four Seasons Hotel | Las Vegas, NV
    5-22-2024 to 5-24-2024

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  • INSITE 2024
    INSITE 2024

    Make meaningful connections with thousands of visionaries, decision-makers, influencers and the industry’s next generation. As an attendee, you’ll have countless opportunities to expand your knowledge — and your network.

    Gaylord Opryland Resort & Convention Center | Nashville, TN
    6-4-2024 to 6-6-2024

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  • Hightower Pinnacle 2024
    Hightower Pinnacle 2024

    Hightower Pinnacle dedicated to connecting advisory firm field professionals with thought leadership on operations, business development, technology, finance, human resources and marketing.

    Chicago, IL
    9-24-2024 to 9-25-2024

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  • Hightower Investment Forum 2024
    Hightower Investment Forum 2024

    Hightower Investment Forum focused on investment management, the markets, the economy and trends in asset classes.

    Savannah, GA
    10-21-2024 to 10-23-2024

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Show More


  • WealthTech Americas Awards 2024

    Best Client / Consolidated Reporting (US) - Black Diamond Wealth Platform

  • 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.