Partners & Integrations

Unleash the Power of Integration

Black Diamond offers a vast integration network, giving you the freedom to select and connect the technology solutions that best fit your firm’s unique business needs.

  • RightCapital Platform Partner - Financial Planning
  • Riskalyze Platform Partner - Portfolio Analytics
  • SMArtX Platform Partner - Other
  • SS&C Salentica Platform Partner - CRM
  • ACA Compliance Group Compliance
  • Accelerize360 CRM
  • ACM Compliance
  • Act Analytics Portfolio Analytics
  • AdvisorPeak Trading and Rebalancing
  • Advizr Financial Planning
  • AppCrown CRM
  • Asset-Map™ Financial Planning
  • BlazePortfolio Trading and Rebalancing
  • BNY Mellon | Pershing Custodians
  • Box Other
  • Canoe Intelligence Other
  • Chaikin Analytics Portfolio Analytics
  • Cheshire Wealth Manager Financial Planning
  • Chicago Clearing Other
  • DPL Financial Partners Other
  • eMoney Financial Planning
  • Everysk Portfolio Analytics
  • factorE Portfolio Analytics
  • Factset Portfolio Analytics
  • HiddenLevers Portfolio Analytics
  • ICE Other
  • inStream Financial Planning
  • iRebal Trading and Rebalancing
  • Junxure CRM
  • Kwanti Portfolio Analytics
  • LifeYield Other
  • MoneyGuidePro Financial Planning
  • Other
  • Morningstar Other
  • Pantenix Other
  • PractiFI CRM
  • Quovo Other
  • RedBlack Trading and Rebalancing
  • Redtail Technology CRM
  • RIA in a Box Compliance
  • RiXtrema Portfolio Analytics
  • Salesforce CRM
  • Schwab Advisor Services™ Custodians
  • SmartRIA Compliance
  • SS&C Risk and Compliance Intelligence Platform Compliance
  • Other
  • StratiFi Technologies Inc Portfolio Analytics
  • TD Ameritrade Institutional Custodians
  • The Athene Group CRM
  • Timelineapp Tech Limited Financial Planning
  • Tolerisk Portfolio Analytics
  • Totum Portfolio Analytics
  • tRx Trading and Rebalancing
  • Wealthbox CRM
  • Wealthcare Capital Management Financial Planning
  • Fidelity Clearing & Custody Solutions<sup>®</sup> Custodians
  • XLR8 CRM
  • Yourefolio Financial Planning
  • eBook

    Learn how exclusive platform partnerships break the integration mold and complement the Black Diamond experience.

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  • The flow of data we have is absolutely cutting edge, if there is a change, we only need to enter it one time and it gets updated across the platforms – everything talks to each other.
    Clint Lewis
    Managing Director Detalus Advisors
  • Video

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Our network is always expanding.
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Connecting the Dots of Your Practice so You Can Connect with Your Clients.

  • RightCapital

    Partnership Overview

    RightCapital is an innovative Fintech firm focused on financial planning technology. Founded by accomplished and successful industry executives in 2012, RightCapital created the goal of developing next generation financial planning software that advisors can use to simplify financial planning and provide unparalleled user experience for their clients. 

    RightCapital provides a revolutionary financial planning tool that redefines the planning experience. RightCapital’s modern design and ease of use allows advisors to cut down the time and cost of creating plans and focus on interaction with their clients. RightCapital supports comprehensive financial planning including industry-leading tax planning capabilities such as Roth IRA conversions and tax-efficient retirement distributions.

  • Riskalyze

    Partnership Overview

    Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform. It empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly.

    Riskalyze is one of four Platform Partners to integrate with the Black Diamond® wealth platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, Riskalyze is firmly committed to providing resources to build deep two-way integrations with Black Diamond. Financial advisors can purchase Riskalyze directly from SS&C Advent and will receive Level 1 support from their regular Black Diamond service team.

  • SMArtX

    Partnership Overview

    SMArtX Advisory Solutions is the next generation turnkey asset management platform using proprietary trading and managed accounts technology to power SMArtX, SS&C Advent’s integrated unified managed account solution. It is the only platform to offer traditional, alternative, and passive index investment strategies in a unified managed account structure.

    SMArtX is one of four preferred Platform Partners to integrate with the Black Diamond® Wealth Platform in a way that provides financial advisors and their clients with a more unified experience. As a Platform Partner, SMArtX is firmly committed to providing resources to build deep two-way integrations with Black Diamond. As part of the partnership, all Black Diamond reporting fees are waived for assets managed on the SMArtX platform.

  • SS&C Salentica

    Partnership Overview

    Salentica is a market leader in providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for RIA’s, Broker Dealers, Family Offices, Banks and Trust Companies on a choice of either Microsoft Dynamics CRM or Salesforce platforms. Salentica® CRM provides a 360° view of your clients and prospects and is designed specifically for wealth management firms. As a full service CRM solution provider, Salentica helps clients with project management, data conversion, training, custom development and support.

    Salentica has alliances and partnerships with leading technology providers including real time integration to Schwab OpenView Gateway™ and TD Ameritrade Institutional Veo®, form filling software provider Laser App and a host of other products to provide our wealth advisor clients with an integrated CRM experience. Salentica CRM is also integrated with Microsoft Outlook for easy activity history tracking.

    Salentica CRM enables all users within a firm to see one view of the client from Business Development and Marketing, to Client Service, Operations and Compliance teams along with Senior Management – everyone stays on top of client and prospect needs and ensures your firm processes become repeatable, reportable and a differentiator in a competitive landscape.

  • ACA Compliance Group

    Partnership Overview

    ACA Performance Services, a division of ACA Compliance Group offers GIPS verification and other investment performance services to investment managers globally. ACA Performance Services acquired the GIPS verification and performance practice of Ashland partners in July 2017. With over 75 consultants, ACA Performance Services is the largest team of professionals solely dedicated to GIPS verification and investment performance services globally.

    Our relationship with ACA Performance Services spans over three types of GIPS compliance and verification services.

    • Pre-Verification and Compliance Consulting
    • GIPS Verification
    • Performance Examinations

    Through this relationship, we have developed seamless integration across Advent Portfolio Exchange and Axys. Required data is delivered directly to ACA Performance Services saving time, improving accounting accuracy, and promoting better client service.

  • Accelerize360

    Partnership Overview

    Accelerize 360 is a Salesforce Partner specialized in client relationship management solutions for Wealth Management firms. Our experience in deploying Salesforce for RIAs gives us a unique and deep perspective on your needs. Through a combination of process automation and system integration, we help increase advisor productivity and client experience.

    View your clients' financial information in Salesforce Financial Services Cloud - in the office or on the road.

    • Sync new clients from Salesforce to Black Diamond
    • Sync Financial Accounts, Holdings and Transactions from Black Diamond to Salesforce
    • Batch data sync on a nightly basis with on-demand real-time sync
  • ACM

    Partnership Overview

    Ascendant Compliance Management is a leader in the compliance and regulatory services industry, offering personalized comprehensive compliance services for firms in the U.S. and abroad.

    Black Diamond integrates with Ascendant Compliance Manager’s Trade Compliance Analyzer product, offering post-trade compliance testing and reporting software solutions for Investment Managers. The platform connects directly to client trading systems providing compliance analysts and traders with timely compliance alerts, risk management workflow tools, and post-trade compliance risk reporting.

  • Act Analytics

    Partnership Overview

    Act Analytics is an ESG ratings provider helping investors and their advisors bring transparency to sustainable investing. The company sources and rates investments according to the ESG criteria that are specific to the individual investor, delivering highly relevant and personalized insights. With full coverage of a global universe of companies and funds and a suite of tools ranging from portfolio construction to practice management, Act Analytics helps advisors deliver portfolios to their clients that truly reflect their values.

    The Act Analytics ESG Platform is the only integrated service on the Black Diamond® Wealth Platform wholly dedicated to ESG investing. The integration gives advisors easy access to an end-to-end solution that helps them talk to their clients about sustainability, build values-aligned portfolios, and report on the ESG metrics that matter.

  • AdvisorPeak

    Partnership Overview

    AdvisorPeak, Inc. was founded by former investment advisors with the vision of bringing exceptional software to the financial services industry. Frustrated by the lack of intuitive trading and rebalancing software available to advisors, its founders developed their own solution to the problem. AdvisorPeak was created to focus on institutional-grade portfolio management and trading software. Designed to meet the real-world needs that advisors and brokers face, AdvisorPeak is the product of years of in-depth research into the logistics of tax-aware portfolio trading and rebalancing, as well as a decade of success in providing innovative software to the financial advisor market. AdvisorPeak offers all investment professionals the opportunity to utilize powerful portfolio management tools at an affordable price.

    AdvisorPeak allows you to trade your portfolios with confidence. With over 10 years of development and refinement, our rebalancing software is the most powerful yet simple way to manage your client portfolios.

  • Advizr

    Partnership Overview

    Advizr creates software that expands consumer and advisor access to high-quality financial planning services. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.

  • AppCrown

    Partnership Overview

    AppCrown has developed a simple and intuitive approach designed to automate tasks, remove redundancies, eliminate errors and duplications and ultimately make an advisor’s life easier and help them maximize their CRM’s return on investment.

  • Asset-Map™

    Partnership Overview

    Asset-Map™ is an interactive visual experience used by thousands of financial professionals to help their clients gain a better understanding of their financial situation and make more informed financial decisions. It focuses on the entire household and how those decisions impact each other, in addition to sharing how funded someone is for their financial priorities in real-time.

    Asset-Map™ integrates with the unique Relationship Timeline feature in Black Diamond’s Client Experience portal. Advisors using both systems can share Asset-Maps with clients on the Relationship Timeline web feed.

  • BlazePortfolio

    Partnership Overview

    ATOM Align is BlazePortfolio's flagship product, delivering web-based portfolio modeling and trade order management to investment advisor, wealth management, trust, broker dealer, and multi-family office clients. ATOM Align streamlines the model rebalancing process and provides real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block trade order management.

    Black Diamond clients can start rebalancing and trading quickly with the automated ATOM Align integration.

  • BNY Mellon | Pershing

    Partnership Overview

    BNY Mellon | Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and '40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world's most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally.

    Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.

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  • Box

    Partnership Overview

    Box is a leader in cloud content management. It enables entire enterprises to store their business critical content securely and centrally manage it in the cloud – making it easier than ever for everyone on a team to access, edit, comment and share any of the files in real time from any device. With a seamless integration into the Black Diamond Wealth Platform’s Document Vault, the frictionless, two-way integration allows all files and folders to be visible and shareable across the two platforms. Thus, enabling an advisory firm to tailor their tech-stack to fit their unique needs, all from one comprehensive platform.

  • Canoe Intelligence

    Partnership Overview

    Canoe Intelligence is a purpose-built technology that allows advisors to unlock alternative investment data for streamlined client reporting. Canoe eliminates manual document management and data entry allowing advisors to reimagine operational workflows, refocus capital and human resources on business performance and growth. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of unstructured reporting documents into structured data within Black Diamond. Beginning in 2013 within a private investment firm, Canoe's machine learning and AI-driven platform is now relied upon by hundreds of advisors, wealth managers, institutional investors, service providers, family offices, and allocators.

    Forward-thinking alternative investment professionals rely on Canoe's award-winning platform to reliably ingest and categorize alternative investment documents, extract and validate the relevant data with 100% accuracy, and deliver that data to downstream systems, like the Black Diamond Wealth Platform, for additional reporting, analysis or accounting.

    With Canoe, you can drastically reduce the time spent on managing data from reporting documents and increase your operational efficiency and reporting turnaround time.

  • Chaikin Analytics

    Partnership Overview

    Chaikin Analytics is a stock research service. At the heart, is a multi-factor model that provides Bullish to Bearish ratings on stocks and ETFs. The service provides Advisors with tools to quickly evaluate a stock or a portfolio.

    This integration between Chaikin Analytics and Black Diamond dramatically improves analyzing portfolios and interacting with clients, allowing advisors to automatically load their client holdings from Black Diamond into Chaikin Analytics so they can identify weaknesses and strengths of a client portfolio, improve client interaction, and simplify analyzing portfolios while targeting held-away accounts.

  • Cheshire Wealth Manager

    Partnership Overview

    Cheshire has been building financial planning solutions for more than 20 years, with a focus on independent planners who specialize in high-net-worth clients. Cheshire Wealth Manager uses goal-based or cash flowing planning with Monte Carlo probability analysis to create detailed, easy-to-understand retirement and lifetime income plans. With advanced tax capabilities and audit trails, advisors have the tools to engage new clients and strengthen existing relationships. By integrating with the Black Diamond API, advisors can pull in real-time market value holdings, and cost basis details for new financial plans. Part of the goal with this integration was to eliminate the need for advisors to enter client information on separate systems.

  • Chicago Clearing

    Partnership Overview

    Chicago Clearing Corporation (CCC) is the claims filing specialist in securities class action settlements. With 21 years in the class action arena, CCC is uniquely qualified to file and manage securities class action claims for an assortment of investors. CCC’s client base includes: bank trust departments, investment advisors, money managers, mutual funds, pension funds, hedge funds, brokerage firms, family offices, high net worth individuals, market makers, specialists, proprietary trading firms and professional traders.

    No matter the type of investor, CCC brings to bear its considerable and extraordinary experience to aggressively retrieve every dime owed the harmed investor. To date, CCC has recovered over $130 million for over 1,150 clients representing 2 million individual accounts.

    Advent's data integration with Chicago Clearing Corp. enables clients to directly link data from ANY Advent portfolio accounting system to the security settlement recovery process.

  • DPL Financial Partners

    Partnership Overview

    DPL Financial Partners is the first and leading RIA turnkey insurance management platform that brings commission-free insurance solutions from a variety of the nation's top carriers to RIA practices. DPL has created a marketplace of commission-free insurance products that enables RIAs to incorporate insurance and annuities into their practices to more holistically serve their clients. Clients benefit from products that offer competitive pricing and fiduciary implementation rather than commissioned, sales-driven ones.

  • eMoney

    Partnership Overview

    eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide.

  • Everysk

    Partnership Overview

    Everysk Dashboards, by Everysk Technologies, is a front-office platform and leading predictive stress testing solutions that performs early diagnostics, what-if analysis and marketing. It provides comprehensive visual reports to securely share with clients. The integration with enables advisors to have their Black Diamond households, accounts, and holdings automatically appear within Everysk to quickly identify and fix portfolio risk concentrations that do not align with client objectives.

  • factorE

    Partnership Overview

    factorE empowers users to make decisions quickly. Within seconds, a user can get a picture of the risk of an asset or an entire portfolio. With an enhanced understanding of risks, factorE can help you to better align your portfolios with your clients, enhancing your relationships.

    AlphaCore teamed up with global investment banks to bring a simple interface to sophisticated technology, eliminating the steep learning curve, dedicated staff, and cost prohibitive nature of other risk analytic tools. factorE fully integrates with Black Diamond Wealth Platform and allows you to build portfolios, understand risks, compare assets or accounts between each other, and print a report to share with clients.

  • Factset

    Partnership Overview

    FactSet helps the world’s best investment professionals outperform. Stay ahead of global market trends, access extensive company and industry intelligence, and monitor portfolio performance with FactSet’s desktop analytics, mobile applications, and comprehensive data.

  • HiddenLevers

    Partnership Overview

    HiddenLevers provides the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based toolkit includes a macro scenario library, scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output. HiddenLevers is based in New York City.

    Black Diamond clients can start stress testing accounts quickly with the automated HiddenLevers integration.

  • ICE

    Partnership Overview

    ICE Data Services is a global leader in market data, analytics and connectivity solutions. We offer proprietary market data from a dozen exchanges worldwide, together with indices, fixed-income evaluations and reference data, servicing the rising demand for more capacity and information with feeds, desktops and connectivity services. Our comprehensive, flexible data solutions provide coverage for global markets across all major asset classes.

    Our relationship with ICE Data Services spans four major businesses:

    • Pricing and Reference Data - supplying global securities pricing, evaluations, and reference data for more than 10 million securities, including daily evaluations for approximately 2.7 million fixed income and international equity issues
    • Fixed Income Analytics – providing fixed income portfolio analytics in North America and Europe
    • Desktop Solutions Business: Offering global, real-time market data and decision support tools to active investors and professionals worldwide
    • Real-Time Services – providing real-time global market data and managed solutions to financial institutions, redistributors and online financial portals worldwide
  • inStream

    Partnership Overview

    Black Diamond’s independent advisor and wealth manager clients, who use the InStream Solutions financial planning solution will now have access to customer data within InStream Solutions.

    Black Diamond’s independent advisor and wealth manager clients, who use the InStream Solutions financial planning solution will now have access to customer data within InStream Solutions. The integrated portfolio and account data within InStream Solutions from the Black Diamond will help our mutual clients better communicate with their clients and efficiently run their practice.

  • iRebal

    Partnership Overview

    iRebal®, the intelligent rebalancer, is a customizable, rule-based rebalancing application that can help you reduce the legwork in complex investment management and rebalancing processes. Allowing you to rebalance according to your unique approach, iRebal offers you more effective portfolio management designed for tax-efficient rebalancing, dynamic cash management, tax loss harvesting*, and more—all through a user-friendly interface.

    iRebal can streamline weeks-long manual rebalancing processes down to hours—putting you in a better position to potentially improve consistency and efficiency across your operation, reduce operational costs for portfolio rebalancing and trading, better manage risk based on the parameters you choose, respond dynamically to changing markets, and grow your business at a faster pace.

    *iRebal offers a flexible tax harvesting feature that allows you to set various loss thresholds for taxable accounts, total loss targets for portfolios, and choose a replacement security for each harvested security. Once the thresholds have been set, iRebal identifies eligible losses in taxable accounts, and shows you the securities that fit the criteria that you have defined.

    TD Ameritrade, Inc. and Black Diamond are separate, unaffiliated companies and are not responsible for each others products, services or opinions. Brokerage services are provided exclusively by TD Ameritrade, Inc.

    iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.

  • Junxure

    Partnership Overview

    Junxure is a CRM solutions provider and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm. Founded by an award-winning advisor, Junxure’s advisor-specific CRM solutions - Junxure® and Junxure Cloud™ - support enhanced productivity and stronger client relationships through a broad range of advisor-specific capabilities and powerful workflow automation tools. ClientView Live provides a secure client portal and document vault, enabling firms to extend their services to the web through on-demand reports and two-way online communication.

    Junxure Mobile provides secure, live web access to Junxure CRM, enabling firms to access information anywhere, anytime on a variety of mobile devices. Junxure focuses on customer experience and results, combined with the service and support of a team of experienced wealth management professionals, technologists and practice management experts. Junxure is committed to delivering industry-leading CRM solutions with both installed software and via the cloud to help advisors improve service while enhancing profitability.

  • Kwanti

    Partnership Overview

    Analyze portfolios with confidence, make compelling presentations and win new clients. Kwanti analytics are used daily by hundreds of firms to manage model portfolios, analyze existing client portfolios and generate proposals for prospects.

    With Kwanti/Black Diamond® integration, client position data can be imported and updated automatically into Kwanti analytics. The integration is setup in minutes.

  • LifeYield

    Partnership Overview

    LifeYield is the leading fintech solution that enables advisors to provide tax-smart & risk-smart management of an investor's entire portfolio so they can make more and keep more. LifeYield's Taxficient Score®, Income Advantage® and Social Security Advantage® differentiate advisors by showing investors optimal tax strategies to help investors improve after-tax returns by 1-2% per year.

    LifeYield's Proposal Advantage Suite® allows you to join over 20,000 advisors in creating tax-smart proposals that illustrates the Taxficient Score®, quantify the value of your advice and show how to optimally implement the recommendations.

    LifeYield integrates with Black Diamond by using reconciled accounts, holdings, classes, segments, and tax lot data to create a Taxficient Score® and for use in LifeYield Portfolio Advantage® and Income Advantage® offerings.

  • MoneyGuidePro

    Partnership Overview

    MoneyGuidePro is the financial planning software of choice for seven years running, according to Financial Planning's RIA survey. That's because we make planning all about the client. Our collaborative online approach motivates clients to become involved, engaged, then invested. MGP's unique ability to make sophisticated, goal-based planning fast and easy makes for a more profitable experience for clients and advisors. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For all the powerful planning tools you'd expect, plus a Social Security maximizer, easy technology integration and exclusive account aggregation, use MoneyGuidePro.

  • Partnership Overview
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  • Morningstar

    Partnership Overview

    Morningstar DirectSM for Wealth Management empowers wealth managers to confidently deliver bespoke, professional advice through accessible, customizable reports built on Morningstar’s independent investment data, cutting-edge research, and advanced, holdings-based analytics.

    Morningstar Direct covers over 583,000 investments and real-time market data on approximately 22.3 million exchange-traded equities, derivatives, commodities, futures, foreign exchanges, and precious metals.

  • Pantenix

    Partnership Overview

    Pantenix realized the need for a better solution to enable firms to seamlessly collect and validate data from alternative investments, ensuring accurate reconciliation and reporting.

    Pantenix uses advanced OCR technology and an algorithmic multi-step analytic process to intelligently & accurately extract data from any PDF document into usable extracts compatible with any portfolio accounting system- automating the manual data entry your operations team performs when it comes to managing alternative investments.

  • PractiFI

    Partnership Overview

    PractiFI is the business management platform for financial advice, retirement and insurance. It provides a single source of truth for client information and allows advisors to run their business in the cloud, automate processes, integrate point solutions and engage more meaningfully with customers.

    The integration empowers financial advisors to offer better quality advice to their clients, with easy access to accurate portfolio data in a client context. Advisors will benefit from seamless synchronization of portfolio balances and information between the two platforms and increased visibility, enabling simple portfolio rebalancing and more.

  • Quovo

    Partnership Overview

    Quovo (acquired by Plaid in January 2019) is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. With industry-leading APIs, modular applications, and enterprise solutions, Quovo makes it easier than ever to connect with your client’s financial life. Today, hundreds of institutions, thousands of advisors and millions of end-users rely on Quovo’s technology for account aggregation, bank authentication and ongoing insights to build better financial futures.

  • RedBlack

    Partnership Overview

    RedBlack Software is the independent market leader in portfolio rebalancing and trading software. Its products are used by asset managementfirms, wealth managers, registered investment advisors, broker dealers, banks and trust companies.

    RedBlack enables advisors to continuously monitor accounts and households, proactively rebalance in anticipation of market changes, trade rapidly, and respond to client needs. Automation of the rebalancing and trading workflow results in a scalable and more profitable practice and permits advisors to spend more time with clients and prospects.

    RedBlack’s modular rebalancing and trading platform is the most advanced and sophisticated product available in the market today. Customer-driven design, innovative technology and agile delivery are core to the RedBlack vision and ensure that its products continuously evolve to meet the demands of customers and the industry. An intuitive interface, tailored training, and unparalleled support realize a short learning curve and an immediate return on investment.

    Scaling and performance are at the forefront of RedBlack products and its open architecture provides integration with all leading custodians, broker dealers, and portfolio management systems.

    Similar to the current integration we offer between Advent’s Black Diamond platform and RedBlack, this new integration allows Advent’s APX and Axys® clients to employ RedBlack’s unique and powerful modeling, rebalancing and optimization capabilities through seamless connectivity with Advent’s range of industry leading portfolio management platforms – all with the comfort of knowing Advent and RedBlack are working together to ensure our clients’ success.

  • Redtail Technology

    Partnership Overview

    Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia.

    This integration includes an account data feed from Black Diamond into Redtail and a bi-directional single-sign for ease of access between systems. In addition, Redtail users have the ability to send clients instant updates to their Relationship Timeline within the Black Diamond Client Experience portal. The systems work together so you and your clients have a consistent and unified experience.

  • RIA in a Box

    Partnership Overview

    RIA in a Box® is a leading provider of compliance software to the wealth management industry. We provide ongoing monthly compliance assistance to over 1,700 SEC and state-registered RIA firms across the country. Our investment adviser compliance programs pair our MyRIACompliance™ online software platform with compliance consulting expertise provided by our team of former regulators.

    Over 1,700 RIAs of varying size use the industry leading MyRIACompliance™ online RIA compliance platform to increase compliance workflow efficiency and to automate regulatory requirements.

  • RiXtrema

    Partnership Overview

    RiXtrema builds advisor risk management software that makes complex portfolio risk concepts easy to explain to any client. Enhance your value proposition, become a trusted advisor and grow your business with Portfolio Crash Testing from RiXtrema.

    Portfolio Crash Testing is a risk management software used by top RIAs and BDs. Advisors differentiate their offering by showing portfolio risks prospects did not know about. You can then optimize investor’s risk profile using Portfolio Crash Testing optimizer. PCT is the only tool for advisors that is based on top mathematical methodology from the research team who won 2015 Peter L. Bernstein Award for top research study.

  • Salesforce

    Partnership Overview

    Salesforce, the global leader in CRM, empowers companies to connect with their customers in a whole new way. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM."

  • Schwab Advisor Services™

    Partnership Overview

    As the industry's leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services™ is dedicated to helping advisors achieve their business goals. For more than 30 years, we have supported firms of all types and sizes and earned the trust of more than 7,500 advisors with our custody, trading, and support services. Visit advisorservices.schwab.com.

    Our goal is to help you connect data and workflows across different platforms to provide a best-in-class experience. We know that Schwab's technologies are only a part of the complex ecosystem you rely on every day, so our digital tools are designed to work seamlessly with your third-party solutions to help streamline your end-to-end processes.

    Our open architecture platform integrates deeply with many of the leading technologies that support an RIA's practice, and has been developed with our underlying commitment to security and quality. Providers and advisory firms can also build custom integrations to access Schwab data wherever they need it.

  • SmartRIA

    Partnership Overview

    Smart RIA simplifies compliance for financial advisors. Our cloud based, responsive (works beautifully on mobile, tablet and desktop-sized screens) software is highly secure, surprisingly easy to use, and is used by firms ranging in size from one-person shops to national firms with over 100 professionals.

    Smart RIA's award-winning software is used by over 1,000 firms across the US to simplify their compliance responsibilities. Features include compliance surveillance for large firms, alerts for trade inactivity, portfolio variance, high cash balance, personal trade monitoring, and more. Smart RIA integrates with Black Diamond to import your custodial data for compliance-related client account alerts and personal trade monitoring.

  • SS&C Risk and Compliance Intelligence Platform

    Partnership Overview

    SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably.

    Through a combination of organic innovation and strategic acquisitions, we have assembled a comprehensive selection of technology and service capabilities, backed by industry-leading expertise. From this menu, we can build and support an operational platform customized to your needs, with deployment options based on your business objectives. Headquartered in Windsor, Connecticut, SS&C serves a worldwide clientele through a global network of offices. We are publicly listed on the NASDAQ (SSNC) and remain exclusively focused on the investment management and financial services industries.

    RCI is a web-based, account, portfolio and transaction surveillance and monitoring platform designed for Compliance Officers. Introduced to the market in 2008, RCI has Broker-Dealers, RIA's and Asset Management clients internationally as well as in the USA and Canada. RCI aggregates and analyzes any data to support the regulatory requirements of our user firms.

    At the core of RCI are comprehensive user firm defined, customized and pre-configured compliance test libraries that provide out of the box surveillance capability along with extensive workflow and archiving features. RCI's Broker-Dealer/ RIA, Anti-Money Laundering, Investment Suitability, Senior and Elder Abuse and Employee Trading Activity Monitoring modules provide specific features, functionality and compliance tests to support the regulatory requirements of its users. As a SaaS offering, RCI and our user firm data is fully hosted in SS&C's secure data centers.

    Additional Contact Info:

    Martin Orbach – Head of Product – morbach@dstsystems.com

    Pete Dickson – RCI Sales – pdickson@dstsystems.com or 415-548-0339

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  • StratiFi Technologies Inc

    Partnership Overview

    StratiFi  is a one-stop shop risk-analysis and compliance solution for wealth management firms.

    StratiFi helps wealth management firms and their financial advisors:

    1) Implement a simple and repeatable process to close more prospects
    2) Standardize risk and proactively monitor it to lower investment stress
    3) Enhance surveillance of an advisor's business to improve compliance efficiency
    4) Scientifically assess investment suitability to reduce business risk

    Our technology platform empowers investment advisors to use sophisticated institutional risk metrics to analyze and visualize risk on a simple 1 to 10 scale and see if the portfolio's risk truly aligns with the client's risk tolerance. Our award-winning platform has been voted as the industry's best risk-tolerance, client-profiling and compliance technology for financial advisors.

    Book a demo here.

  • TD Ameritrade Institutional

    Partnership Overview

    At TD Ameritrade Institutional, we're all about the RIA. Our only job is to make it easier for RIAs to serve the best interests of their clients, build businesses on their own terms, and create fulfilling lives that impact communities. That means non-stop innovation so they have access to the most award-winning tech available. It means relationship-based service that puts advisors first and is obsessive about getting it right. And it means advocating for advisors in Washington, to investors, and to a young, diverse talent pool to bring them into the RIA ranks. Championing the RIA mission is what we do.

    Open access is about choice-giving you the freedom to choose from over 150 integrations from leading technology providers. TD Ameritrade Institutional's Veo Open Access® platform was designed by Registered Independent Advisors (RIAs) for RIAs, to let you run your business efficiently and confidently. You decide which applications work best for your business, with no restrictions.

    By integrating with the technology you already use, our platform helps you get the most out of your current investment. Veo Open Access saves you time and money by encouraging seamless data sharing throughout the fintech industry.

    TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.

  • Partnership Overview
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  • The Athene Group

    Partnership Overview

    Athene’s CRM Implementation Services focus on helping you achieve success with your CRM solution. They realize that you do not have the time to spend on multiple attempts to get it right. They combine industry best practices and the right technology standards to implement solutions that deliver value to your organization. From defining initial strategy to end-to-end implementation, their support ensures you launch a solution that meets your needs.

  • Timelineapp Tech Limited

    Partnership Overview

    Timeline is the next-gen retirement income software used by financial planners to illustrate, create and manage sustainable withdrawal strategy for their clients. It’s used by advisers in the UK, US and other developed countries across the world. Timeline’s extensive empirical asset class and longevity data help financial advisers bring a client’s retirement journey to life and answer their big retirement income questions.

    The next-gen retirement income software used by financial advisers and institutions to create and manage sustainable withdrawal strategies for clients. With users in seven countries - including the US, UK, Canada, Australia and Ireland - Timelineapp’s vision is to help 10 million baby boomers face retirement with confidence.

  • Tolerisk

    Partnership Overview

    Tolerisk is leader in Fiduciary Caliber Risk Tolerance Assessment technology for Financial Advisors. Tolerisk is used by RIAs and Broker/Dealers in wealth management, financial planning, and employer sponsored retirement plans. Tolerisk provides a simple and flexible user interface, allowing advisors cloud-based access to a variety of solutions to fit each unique client, prospect, or plan participant’s needs and goals. Harnessing traditional fixed income mathematics, Tolerisk provides a deep analytical output expressed in an extremely simple and easy to understand format.

    Unlike traditional risk tolerance assessment tools which focus primarily on the client's personality, Tolerisk® measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. A finalist in the 2017 XYPN Fintech Competition, Tolerisk was also lauded by Wealthmanagement.com as 1 of 6 technologies advisors needed to see following Finovate Fall 2018.

  • Totum

    Partnership Overview

    Totum is the only online risk tolerance solution that helps advisors understand how much risk their clients can take based on their life situation (risk capacity). With Totum, advisors can easily customize how they engage with their clients and have in-depth discussions about their Risk Preferences, Risk Capacity and Portfolio Risk.

    Totum’s AI capabilities continuously update the risk capacity score based on a person or household’s life situation… similar to a credit score. Any time the portfolio drifts outside of the two scores the advisor is alerted.

    Totum’s frontend is user-friendly and its backend uses AI, block chain technology, and quantitative models based on academic algorithms to score risk capacity, risk preference, and the client’s current portfolio. The information is presented in a format that makes it easy for advisors to review with their clients and make accurate portfolio selections.

  • tRx

    Partnership Overview

    TRX offers tax sensitive rebalancing and trading tools for advisors to add capacity without adding employees. Our solutions allow advisors to focus their time on strategy , enhancing client relationships, and business growth. With TRX, advisors turn rebalancing and portfolio management into an easy value-add rather than a costly time guzzler.

    TRX is loaded with tax efficiencies, quality control measures, and customizable features to match your firm's intricacies and your clients' varied needs. Additionally, automation streamlines compliance and simplifies SEC audits.

    Above all, TRX increases profitability by increasing clients' wealth. TRX positions clients to make more money by increasing gross and net returns by reducing taxes permanently through tRx's location optimization and short-term gain avoidance. Advisors can dramatically reduce clients' tax bills instantly with tax loss harvesting and tRx's exclusive capital gain distribution avoidance function. And, it's easy to demonstrate the tax savings to clients with custom benefit reports.

  • Wealthbox

    Partnership Overview

    Wealthbox is a web-and-mobile CRM product for financial advisors to manage client relationships.

    Wealthbox is an easy-to-use, full-featured CRM product tailored for financial advisors. Features include contact management, email, tasks, calendars, automated workflows, industry integrations, and more.

  • Wealthcare Capital Management

    Partnership Overview

    Wealthcare Capital Management LLC (Wealthcare) has been transforming theoretical plans into life-changing realities using our patented goals-driven process in conjunction with our GDX360® software since 1999. Wealthcare’s turnkey solution for independent financial advisors, WealthcareGDX®, takes our goals-driven planning and investment management process complete with a robust digital advisor and client experience and incorporates Wealthcare’s human capital of professionals who provide operations, planning, trading and re-balancing, compliance, marketing, and billing support. 

    With our proprietary financial planning process model and patented Comfort Zone® technology, our approach integrates and elevates the wealth experience to higher levels for financial advisors and their investors.

    GDX360 is a goals-driven wealth management software for financial advisors, firms, and investors that connects the key parts of goals-driven advice: financial planning, investments, trading, rebalancing, and monitoring.

  • Fidelity Clearing & Custody Solutions®

    Partnership Overview

    Fidelity Clearing & Custody Solutions® (FCCS) provides advisors with comprehensive brokerage and investment product solutions via Wealthscape℠, the gateway to FCCS's next generation technology platform. Wealthscape helps registered investment advisors, broker-dealers and family offices manage client portfolios, work more efficiently and meet the demands of today's tech-savvy consumers by providing access to leading-edge technology tools and third-party integrations.

    Fidelity is not affiliated with SS&C Advent, home of the Black Diamond Wealth Platform, or its website, and SS&C Advent is not authorized to make representations on behalf of Fidelity. The description of a Fidelity product on this site does not suggest a recommendation or endorsement of SS&C Advent by Fidelity. There is no form of legal partnership, agency, affiliation, or similar relationship among an investment professional, SS&C Advent or its website, and Fidelity Investments, nor is such a relationship created or implied by the information herein. 879378.1.0

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  • XLR8

    Partnership Overview

    XLR8 is the application that allows Financial Advisors and Wealth Managers to take full advantage of the Salesforce CRM platform, and now XLR8 and Black Diamond have built a data integration that brings 3 powerful systems together.

    Additionally, the XLR8 team can assist with the complete transition into the XLR8/Salesforce/Black Diamond system (including data migration, integrations, training, etc).

  • Yourefolio

    Partnership Overview

    YourefolioTM is the leader in estate and legacy planning software. Created in 2016 by Financial Advisors, Estate Planning Attorneys, CFP®'s and Insurance Professionals, Yourefolio has become the go-to estate and legacy planning software for those that provide estate planning in their suite of services.

    Yourefolio's platform provides everything need to provide an enhanced estate and legacy planning experience for advisors clients and prospects. Some of the highlights include, a tool to stress test current estate plans, visual illustrations to provide better understanding and a connection to estate planning attorneys for document delivery. Yourefolio is used by hundreds of advisors all over the world for their estate planning needs.

    Request a demo

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