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

  • Fearless Investing Summit
    Fearless Investing Summit

    Join 1,000+ wealth management professionals this fall at the #1 resort in Florida for three days of learning, connection, and growth. The Fearless Investing Summit is where financial advisors network with the fastest-growing firms in the country, learn how to scale their business, and join a community empowering the world to invest fearlessly.

    JW Marriott Miami Turnberry | Miami, FL
    10-2-2023 to 10-4-2023

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  • Raymond James Empower
    Raymond James Empower

    Join us October 15 - 18, 2023 in Tampa.

    JW Marriott Tampa Water Street | Tampa, FL
    10-15-2023 to 10-18-2023

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  • J.W. Cole Symposium 2023
    J.W. Cole Symposium 2023

    Join us October 19 - 21, 2023 in Phoenix, AZ to engage with like-minded advisors.

    JW Marriott Desert Ridge | Phoenix, AZ
    10-19-2023 to 10-21-2023

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  • SS&C Deliver 2023
    SS&C Deliver 2023

    Join us in 2023 for the industry’s premier event for executives and decision-makers across all SS&C solutions seeking hands-on learning, industry insights, and networking.

    JW Marriott Austin | Austin, Texas
    10-22-2023 to 10-24-2023

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  • Beacon Roundtables - The Roundtable
    Beacon Roundtables - The Roundtable

    This roundtable focuses on issues that enterprise wealth leadership is facing, and supplies a wonderful opportunity to collaborate for a few days and drink in a bounty of perspective along with innovative ideas.

    The Fairmont Southampton | Bermuda
    11-1-2023 to 11-3-2023

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Show More


  • 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.