Digital Engagement Drives Relationships

The Black Diamond Client Experience is more than a portal, it’s a gateway to an immersive digital hub.
Through a custom-branded, interactive online environment, your clients will have anytime, anywhere access to their financial life. With you driving engagement, this branded experience goes beyond portfolio metrics to provide your clients with a 360-degree view of their complete wealth outlook.
  • Customized

    Welcome clients with a firm-branded space featuring tailored content that matches their profile and preferences as well as clickable team contact details.

  • Insightful

    Provide access to a configurable portfolio dashboard and give your clients a personal, on-demand look at performance, projected income, allocations, activity summary, and more.

  • Connected

    Document the financial journey by posting meeting notes and important decisions within the Relationship Timeline.

  • Secure

    The two-way, secure document vault makes sending, storing, and auditing files—such as custodial statements—a seamless experience.

  • Comprehensive

    Outside account aggregation provides the ability to review net worth information and create detailed balance sheet reporting.

  • Integrated

    Add value by incorporating third-party solutions, such as risk analysis, directly into the portfolio dashboard or Relationship Timeline.

  • Client Video

    Brian Boughner of Parallel Financial Advisors discusses how the Black Diamond Client Experience helps his firm have engaging conversations with clients around their personal goals and financial plans.

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  • Product Brief

    Through the Black Diamond Client Experience portal, you can offer a customizable, firm-branded, and interactive online environment that your clients can access anytime, anywhere.

  • Video

    See how the Relationship Timeline enables, you, your client, and other stakeholders to embark on a shared financial journey through an intuitive digital experience.

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  • Video

    Discover how the Client Experience portal delivers an interactive and immersive online financial experience.


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