Stay Focused on Business Realities.

Review actionable insights to make critical decisions and solve for regulatory challenges.
With nuanced and reliable data, you can easily take the pulse of your business or review virtually any data point for customer reporting or compliance oversight.
  • Business Insights

    Data focused on key metrics to quickly assess your current business, identify trends and outliers, and examine the finer details of both advisor performance and your client relationships.

  • Compliance Oversight

    Data Mining, Monitor Dashboard, and Business Intelligence features provide different views that not only proactively monitor a book of business, but also detect anomalies that require investigation.

  • Compliance-Ready Formats

    Custom or prebuilt query templates can be scheduled and automatically shared to provide instant access to the data you and your compliance officer need.

  • Practical Permissions

    You define firm-wide access levels to securely control platform usability, making oversight manageable.

  • Our business model is all about helping advisors grow by providing common sense compliance support, multi-custodial options, and a first-class tech stack. Black Diamond’s commitment to innovation is a primary reason why we chose them as our portfolio accounting and reporting solution. Since we add new advisors to our firm every quarter, our needs continually evolve. Black Diamond’s leaders collaborate with our team to find creative solutions for a dynamic marketplace and financial professional profile.
    Michael Bryan
    CEO Triad Hybrid Solutions
  • Product Brief

    The daily reconciliation process is thorough, timely, and focused on data quality.

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

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