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.

  • Streamlined Workflows

    Simultaneously run workflows at the frequency and output level of your choosing.

  • User-friendly Invoicing

    Create custom, easy to read invoices, then deliver them directly to your client’s portal.

  • Historical Accessibility

    Gain clarity with full insight to past billing run details where you can quickly share, refresh, or export results.

  • Custom Exports

    Extract data in a custodial friendly format or use the export builder for customized formatting and reporting on your choice data points.

  • Firm-wide Tracking

    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 Young
    Vice 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.

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Connecting the Dots of Your Practice so You Can Connect with Your Clients.