Set Up, Generate, and Analyze Client Fees.

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.

    Learn More

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

close