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.
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The Heart of
Your BusinessTransform 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 JourneyThrough 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 PartnerWe 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
ConnectionsA 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
Upcoming Events
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WealthTech Executive Summit 2024
The WealthTech Executive Summit is the annual conference for the WealthTech Executive Forum, an invite-only, peer-to-peer community that has members representing 110+ of the top C & E-level wealth technology decision makers and firms in our industry.
The Phoenician | Scottsdale, Arizona
Learn More
11-06-2024 to 11-08-2024
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IMPACT 2024
IMPACT is heading to San Francisco. Start looking forward to all the chances to connect, share ideas, be inspired, and have some fun at the RIA industry’s premier event.
San Francisco, CA
Learn More
11-19-2024 to 11-21-2024
Awards
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Family Wealth Report Awards 2024
Portfolio Management - Black Diamond Wealth Platform
WINNER -
WealthTech Americas Awards 2024
Best Client / Consolidated Reporting (US) - Black Diamond Wealth Platform
WINNER -
2023 Family Wealth Report Awards
Women in Wealth Technology - Jen Becher
WINNER -
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Family Wealth Report Awards 2023
Compliance - Black Diamond Wealth Platform
WINNER -
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WealthTech Americas Award 2023
Data Management & Analysis
WINNER -
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WealthManagement.com 2022
Portfolio Management, Accounting & Performance Reporting
WINNER -
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WealthManagement.com 2022
Compliance
WINNER -
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Family Wealth Report 2022
Best Client Communications
WINNER -
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WealthTech Americas 2022
Overall US Wealthtech Provider
WINNER -
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WealthManagement.com 2021
Best Client Portal
WINNER -
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WealthManagement.com 2020
Best Rebalancing
WINNER -
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Family Wealth Report 2020
Best Portfolio Management
WINNER -
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WealthManagement.com 2019
Best Client Portal
WINNER -
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WealthManagement.com 2019
Best Portfolio Management, Accounting and Performance Reporting
WINNER -
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Family Wealth Report 2019
Best Client Reporting
WINNER -
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WealthManagement.com 2016
Best Account Aggregation
WINNER -
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Family Wealth Report 2016
Best Client Communications
WINNER -
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FTF News
Best Client Reporting Solution
WINNER -
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WealthManagement.com 2015
Best Client Portal
WINNER -
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WealthManagement 2015
Best Portfolio Management
WINNER -
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FTF News
Best Client Reporting Solution
WINNER
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
