Follow the Journey
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
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
The Pittsburgh Foundation
Automated accounting, reconciliation, and reporting processes to improve accuracy and streamline costs.Read Case Study
Expanded ability to report on alternative assets and enhance the client experience.Read Case Study
Converted more than 30 years of server data to a cloud-based system.Read Case Study
Created a unified technology stack in order to expand their digital presence.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
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
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.
Western International Securities
Listen 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
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.
Connecting the Advisory Community
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.
Build a technology blueprint for your organization while maintaining a level of control over the process and the data.
Attract talent and simplify workflows with modern, powerful technology built for the complexities of large firms.