Follow the Journey
Correct Capital Wealth Management
Needed a comprehensive technology stack to manage their client's complete wealth picture, including insurance and annuities.Read Case Study
Decker Wealth Management
Selected Black Diamond after opening their doors as a differentiator for how they wanted to run their business and to show their clients they had the same, if not better, technology as bigger institutions.Read Case Study
The Del Monte Group
Selected Black Diamond's cloud-native solution to offer superior communication, reporting, and secure statements. Additionally, they can better connect with the next generation of clients by using the platform’s technology.Read Case Study
Selected Black Diamond to bring their investment operations in-house, providing a higher level of client service with the platforms robust offering of solutions.Read case study
Triad Hybrid Solutions
Supported their growth by selecting a culturally aligned technology partner with pivotal integration and data mining capabilities.Read case study
Aspen Private Advisors
Selected a tightly integrated and scalable wealthtech solution for both CRM and Portfolio Management.Read Case Study
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
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
Expanded ability to report on alternative assets and enhance the client experience.Read Case Study
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
Leveraged quality reporting to win substantial new business and retain existing clients.Read Case Study
Kimery Wealth Management
Gained access to hundreds of investment managers and strategies through a single brokerage account.Read Case Study
Key Client Fiduciary Advisors
Selected a powerful advisor portal to manage in-house and affiliates’ advisory business.Read Case Study
Forbes Family Trust
Implemented an efficient and scalable reporting system made for family offices.Read Case Study
Schechter Investment Advisors
Selected a tightly integrated technology that “completely changed their business”.Read Case Study
Caldwell Sutter Capital
Implemented a powerful technology solution to serve clients no matter where their money is located.Read Case Study
Transitioned to Black Diamond® to manage highly customized solutions, proprietary portfolios, and alternative investments.Read Case Study
In Their Own Words
Amy Rehn, COO, Triad Hybrid Solutions
Hear from Amy as she discusses how Black Diamond’s commitment to innovation and service helps her firm deliver for their growth-oriented advisors.
Plante Moran Financial Advisors
Ann Massey discusses the colleague relationship the Black Diamond service team has developed with her firm.
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.
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.
Doug Turner reveals the innovative key elements that the Black Diamond Client Experience helps them deliver to their clients.
Symmetry Capital Advisors
Listen as David Stalnaker talks about how Black Diamond allows his firm to differentiate themselves in a competitive market.
Tolleson Wealth Management
Jennifer Kirksey explains why the ability to bring in over 20 years of data helped her firm select Black Diamond.
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.
A client since 2007, Mike Lee talks about the true partnership that was established with Black Diamond.
Avior Wealth Management
Don Stanley discusses how his firm utilizes Black Diamond as their engine under the hood, helping them offer their clients the best technology experience in the industry.
Who We Serve
No Matter Your Size or StructureBlack Diamond has the flexibility and power to support your unique wealth management business.
Technology investments move your business forward, allowing you to focus on keeping your current clients happy and sourcing new opportunities for growth.
Exceed client expectations and demonstrate your value with proactive communication tools and smart functionality that brings a family’s entire financial picture to life.
Establish on-demand estate transparency, while streamlining the management of multiple entities.
With our confidential and specialized implementation model you’ll be implemented and ready to serve your clients from day one.
Attract talent and simplify workflows with modern, powerful technology built for the complexities of large firms.
Build a technology blueprint for your organization while maintaining a level of control over the process and the data.