Platform Partner: Riskalyze

Platform Partner: Riskalyze

Portfolio Analytics
Pinpoint your client’s risk tolerance and then build their portfolio to meet those expectations and quantify suitability.

 

 

 

 

Perks of Partnership
  • Native

    Incorporate risk numbers, probability charts, and risk/reward heatmaps into Black Diamond.

  • Unified

    Enjoy seamless navigation between systems with single-sign-on.

  • Detailed

    Display Black Diamond portfolio, account, and holdings data within Riskalyze.

  • Focused

    Enhance client dialogue by incorporating Riskalyze content into presentations and the Client Experience portal.

  • Video

    Watch Max Rothly from Riskalyze explains how the integration helps to drive the client experience.

    Watch Now
    play-icon
  • Product Brief

    Explore the benefits of the Black Diamond and Riskalyze partnership.

    Learn More

 

Platform Partner Website
To learn more about this platform partner, visit their website. Visit Site

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

close