Set Up, Generate, and Analyze Client Fees.
Add clarity to compensation through Black Diamond’s robust Billing application.Itemize your value by structuring fees in a way that makes sense to both you and your clients. The countless configuration settings and built-in workflows enable a streamlined process, eliminating the need to run billing more than once per period.
Tailored Billing Methods
Create fee schedules and billing configurations and assign them directly to individual clients.
Simultaneously run workflows at the frequency and output level of your choosing.
Create custom, easy to read invoices, then deliver them directly to your client’s portal.
Gain clarity with full insight to past billing run details where you can quickly share, refresh, or export results.
Extract data in a custodial friendly format or use the export builder for customized formatting and reporting on your choice data points.
View firm revenue over time or dive deeper to gain earnings insight in to workflows, fee schedules, or rep splits.
Our firm’s transition to Black Diamond made a significant improvement in many of our functions, importantly billing, which brought it from a manual multi-day process to a streamlined, quick, and easy application.
Eric YoungVice President RPM Capital Management
Case Study: Archvest Wealth Advisors
Selected cloud-based technology from the beginning, which resulted in a flexible work environment and support for the firm’s growth strategy.