Follow the Journey

  • Portfolio Solutions
    Portfolio Solutions

    Strategically adjusted firm structure to become a comprehensive provider of wealth management services.

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  • Aspen Private Advisors
    Aspen Private Advisors

    Selected a tightly integrated and scalable wealthtech solution for both CRM and Portfolio Management.

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  • AdvicePeriod
    AdvicePeriod

    Centralized performance reporting, portfolio management, and rebalancing for a growing multi-office business.

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  • Archvest Wealth Advisors
    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
    Reby Advisors

    Increased productivity by switching from a third-party rebalancing solution.

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  • Padilla Wealth Management
    Padilla Wealth Management

    Built a game changing tech-stack with a strong service and support foundation.

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  • The Pittsburgh Foundation
    The Pittsburgh Foundation

    Automated accounting, reconciliation, and reporting processes to improve accuracy and streamline costs.

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  • Diversified Trust
    Diversified Trust

    Expanded ability to report on alternative assets and enhance the client experience.

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  • Fure Financial
    Fure Financial

    Converted more than 30 years of server data to a cloud-based system.

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  • Detalus Advisors
    Detalus Advisors

    Created a unified technology stack in order to expand their digital presence.

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  • Berman McAleer
    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.
    J.P. King Advisors, Inc.

    Found scalability and efficiencies that proved to complement their growth.

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  • Essex Financial
    Essex Financial

    Leveraged quality reporting to win substantial new business and retain existing clients.

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  • Balentine
    Balentine

    Enhanced client interactions and discussions about market volatility and long-term goals.

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  • Kimery Wealth Management
    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

  • Plante Moran Financial Advisors

    Ann Massey discusses the colleague relationship the Black Diamond service team has developed with her firm.

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  • Parallel Financial Advisors

    Brian Boughner explains how the Black Diamond Client Experience helps his firm have engaging conversations with clients around their personal goals and financial plans.

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  • Fieldpoint Private Bank & Trust

    Mikayla Pakula talks about how the platform has grown over the years, enabling her firm to be a true holistic advisor to their clients.

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  • Diversified Trust

    Doug Turner reveals the innovative key elements that the Black Diamond Client Experience helps them deliver to their clients.

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  • Symmetry Capital Advisors

    Listen as David Stalnaker talks about how Black Diamond allows his firm to differentiate themselves in a competitive market.

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  • Tolleson Wealth Management

    Jennifer Kirksey explains why the ability to bring in over 20 years of data helped her firm select Black Diamond.

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  • The Mason Companies

    An Advent client for over 30 years, George Gouin reveals how Black Diamond allows his firm to service clients at a higher level.

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  • LourdMurray

    A client since 2007, Mike Lee talks about the true partnership that was established with Black Diamond.

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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.

  • Foundations

    Build a technology blueprint for your organization while maintaining a level of control over the process and the data.

  • Broker-Dealers

    Attract talent and simplify workflows with modern, powerful technology built for the complexities of large firms.

Who We Serve

Combining personalized service with leading-edge technology creates meaningful partnerships. We are honored to highlight a few of the clients we serve each day.
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Connecting the Dots of Your Practice so You Can Connect with Your Clients.