Follow the Journey
-
Triad Hybrid Solutions
Supported their growth by selecting a culturally aligned technology partner with pivotal integration and data mining capabilities.
Read case study
-
Portfolio Solutions
Strategically adjusted firm structure to become a comprehensive provider of wealth management services.
Read Case Study
-
Aspen Private Advisors
Selected a tightly integrated and scalable wealthtech solution for both CRM and Portfolio Management.
Read Case Study
-
AdvicePeriod
Centralized performance reporting, portfolio management, and rebalancing for a growing multi-office business.
Read case study
-
Archvest Wealth Advisors
Selected cloud-based technology for easy advisor onboarding, uninterrupted remote work, accelerated billing workflows and more.
Read Case Study
-
Reby Advisors
Increased productivity by switching from a third-party rebalancing solution.
Read case study
-
Padilla Wealth Management
Built a game changing tech-stack with a strong service and support foundation.
Read Case Study
-
The Pittsburgh Foundation
Automated accounting, reconciliation, and reporting processes to improve accuracy and streamline costs.
Read Case Study
-
Diversified Trust
Expanded ability to report on alternative assets and enhance the client experience.
Read Case Study
-
Detalus Advisors
Created a unified technology stack in order to expand their digital presence.
Read Case Study
-
Berman McAleer
Upgraded their technology to leverage automated daily reconciliation and transferred over 20 years of data.
Read Case Study
-
J.P. King Advisors, Inc.
Found scalability and efficiencies that proved to complement their growth.
Read Case Study
-
Essex Financial
Leveraged quality reporting to win substantial new business and retain existing clients.
Read Case Study
-
Balentine
Enhanced client interactions and discussions about market volatility and long-term goals.
Read Case Study
-
Kimery Wealth Management
Gained access to hundreds of investment managers and strategies through a single brokerage account.
Read Case Study
In Their Own Words
-
Plante Moran Financial Advisors
Watch NowAnn Massey discusses the colleague relationship the Black Diamond service team has developed with her firm.
Parallel Financial Advisors
Watch nowBrian Boughner explains how the Black Diamond Client Experience helps his firm have engaging conversations with clients around their personal goals and financial plans.
Fieldpoint Private Bank & Trust
Watch NowMikayla Pakula talks about how the platform has grown over the years, enabling her firm to be a true holistic advisor to their clients.
Diversified Trust
Watch NowDoug Turner reveals the innovative key elements that the Black Diamond Client Experience helps them deliver to their clients.
Symmetry Capital Advisors
Watch NowListen as David Stalnaker talks about how Black Diamond allows his firm to differentiate themselves in a competitive market.
Tolleson Wealth Management
Watch NowJennifer Kirksey explains why the ability to bring in over 20 years of data helped her firm select Black Diamond.
The Mason Companies
Watch NowAn Advent client for over 30 years, George Gouin reveals how Black Diamond allows his firm to service clients at a higher level.
LourdMurray
Watch NowA client since 2007, Mike Lee talks about the true partnership that was established with Black Diamond.
Connecting the Advisory Community
No Matter Your Size or Structure
Black Diamond has the flexibility and power to support your unique wealth management business.-
RIAs
Technology investments move your business forward, allowing you to focus on keeping your current clients happy and sourcing new opportunities for growth.
-
Family Offices
Exceed client expectations and demonstrate your value with proactive communication tools and smart functionality that brings a family’s entire financial picture to life.
-
Trusts
Establish on-demand estate transparency, while streamlining the management of multiple entities.
-
Breakaways
With our confidential and specialized implementation model you’ll be implemented and ready to serve your clients from day one.
-
Broker-Dealers
Attract talent and simplify workflows with modern, powerful technology built for the complexities of large firms.
-
Foundations
Build a technology blueprint for your organization while maintaining a level of control over the process and the data.
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
