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.

EXPLORE THE PLATFORM black-arrow
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
    Strengthen your client relationships blue-arrow
  • 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
    Connections

    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
    Explore the network blue-arrow

Upcoming Events

  • The Rise in Interest Rates and the Impact on Wealth Management M&A Strategies

    Steve Leivent, Co-GM and SVP, SS&C Advent, will be joined by David DeVoe, CEO and Founder, DeVoe & Company, and Richard Frisk, Managing Partner and CEO, Gladstone Wealth, as they discuss how the Fed may be inadvertently slowing down M&A strategies in 2022.

    VIRTUAL WEBINAR
    08-23-2022  |  2:00PM ET

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  • Deal and Dealmakers

    ECHELON Parnters is excited to announce the 2022 Deal and Dealmakers Summit that will be held in San Diego, CA on August 31st and September 1st. The Conference provides industry professionals with unparalleled networking opportunities and advanced education and training with some of the most influential dealmakers, advisors, and innovative executives in the industry.

    Intercontinental Hotel, San Diego, CA
    08-31-2022 to 09-01-2022

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  • Future Proof

    The future proof festival brings together the world’s most prominent figures and emerging minds in finance, investing, technology, pop culture, creative arts and impact.

    The citywide experience is built to spark conversation and collaboration, and it will serve as a catalyst in developing the future of wealth.

    Huntington Beach, CA
    09-11-2022 to 09-14-2022

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  • Hightower Pinnacle

    Get ready to network, connect and celebrate the Hightower community. Learn how to leverage your corporate culture to attract, develop and retain top talent that results in high-performing teams. Understand how to put the right people and processes in place to provide your clients with personalized service that delights.

    The Gwen Hotel, Chicago, IL
    09-20-2022 to 09-21-2022

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  • 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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  • 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

    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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  • 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

    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

    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

    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

Awards

  • Family Wealth Report 2022

    Best Client Communications

    WINNER
  • WealthTech Americas 2022

    Overall US Wealthtech Provider

    WINNER
  • WealthManagement.com 2021

    Best Client Portal

    WINNER
  • WealthManagement.com 2020

    Best Rebalancing

    WINNER
  • Family Wealth Report 2020

    Best Portfolio Management

    WINNER
  • WealthManagement.com 2019

    Best Client Portal

    WINNER
  • WealthManagement.com 2019

    Best Portfolio Management, Accounting and Performance Reporting

    WINNER
  • Family Wealth Report 2019

    Best Client Reporting

    WINNER
  • WealthManagement.com 2016

    Best Account Aggregation

    WINNER
  • Family Wealth Report 2016

    Best Client Communications

    WINNER
  • FTF News

    Best Client Reporting Solution

    WINNER
  • WealthManagement.com 2015

    Best Client Portal

    WINNER
  • WealthManagement 2015

    Best Portfolio Management

    WINNER
  • FTF News

    Best Client Reporting Solution

    WINNER

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