Follow the Journey
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AdvicePeriod
Centralized performance reporting, portfolio management, and rebalancing for a growing multi-office business.
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Archvest Wealth Advisors
Selected cloud-based technology for easy advisor onboarding, uninterrupted remote work, accelerated billing workflows and more.
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Reby Advisors
Increased productivity by switching from a third-party rebalancing solution.
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Padilla Wealth Management
Built a game changing tech-stack with a strong service and support foundation.
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The Pittsburgh Foundation
Automated accounting, reconciliation, and reporting processes to improve accuracy and streamline costs.
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Diversified Trust
Expanded ability to report on alternative assets and enhance the client experience.
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Detalus Advisors
Created a unified technology stack in order to expand their digital presence.
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Berman McAleer
Upgraded their technology to leverage automated daily reconciliation and transferred over 20 years of data.
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J.P. King Advisors, Inc.
Found scalability and efficiencies that proved to complement their growth.
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Essex Financial
Leveraged quality reporting to win substantial new business and retain existing clients.
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Balentine
Enhanced client interactions and discussions about market volatility and long-term goals.
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Kimery Wealth Management
Gained access to hundreds of investment managers and strategies through a single brokerage account.
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In Their Own Words
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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.
Western International Securities
Watch NowListen as Chris Cerini discusses how Black Diamond’s constant technology development for Broker-Dealers and RIAs drove their decision making process.
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.
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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.
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Trusts
Establish on-demand estate transparency, while streamlining the management of multiple entities.
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Foundations
Build a technology blueprint for your organization while maintaining a level of control over the process and the data.
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Broker-Dealers
Attract talent and simplify workflows with modern, powerful technology built for the complexities of large firms.
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
