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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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
    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
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Upcoming Events

  •  WealthTech Executive Summit 2024
    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
    11-06-2024 to 11-08-2024

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  • IMPACT 2024
    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
    11-19-2024 to 11-21-2024

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Awards

  • 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
  • Family Wealth Report Awards 2023

    Compliance - Black Diamond Wealth Platform

    WINNER
  • WealthTech Americas Award 2023

    Data Management & Analysis

    WINNER
  • WealthManagement.com 2022

    Portfolio Management, Accounting & Performance Reporting

    WINNER
  • WealthManagement.com 2022

    Compliance

    WINNER
  • 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.