Follow the Journey
-
BlueStem Wealth Partners
Revolutionized their business by transitioning to a fee-based model and overcoming annuity challenges with cutting-edge technology, dramatically boosting their client service and operational efficiency.
Read Case Study
-
Trust Company of the South
The Trust Company of the South sought an integrated suite of trust, investment reporting, and client management technologies that could scale with their growth. Learn how they've streamlined operations through the combined power of Black Diamond, Salentica Engage, and Innovest.
Read Case Study
-
Beaumont Financial Partners
Needed to scale their business utilizing robust customizations and automated reconciliation.
Read Case Study
-
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
-
Klaas Financial
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
-
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
-
Padilla Wealth Management
Built a game changing tech-stack with a strong service and support foundation.
Read Case Study
-
Diversified Trust
Expanded ability to report on alternative assets and enhance the client experience.
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
-
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
-
Atlas Brown
Transitioned to Black Diamond® to manage highly customized solutions, proprietary portfolios, and alternative investments.
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.
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.
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.
Avior Wealth Management
Watch NowDon 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 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.
