Collaborative Implementation

Off to a Great Start
From day one, an expert implementation team works hand-in-hand with you to make your platform migration as smooth as possible. Through data conversion, custom report development, client portal setup, user training, and more, the team ensures your configuration best meets the needs of your business.

Change is seldom easy, but a proven implementation process makes it practical.
  • Getting To Know You

    Through discovery, the team executes a full data assessment, cost basis sync, complete review of reporting requirements, and establishment of roles and responsibilities.

  • Structuring Things Your Way

    The platform is powered with your data and the build out of custom reports, user account assignments, and workflow definitions are configured to meet your needs.

  • Putting On The Finishing Touches

    As you move towards launch, data is verified, workflows are solidified, your client portal is rolled out and reports are finalized.

  • The Journey Begins

    As implementation ends, your firm experiences a seamless transition to ongoing support and training.

  • Client Video

    Delivering innovative technology is imperative, but the real differentiators are the people and the service behind it. Ann Massey of Plante Moran Financial Advisors discusses the colleague relationship the Black Diamond service team has developed with her firm.

    Watch Now
  • The Black Diamond Implementation team delivered on a very difficult data project, getting years of performance rebuilt. The entire transition was well coordinated and expectations well communicated.
    Dave Gordon
    Director of Retirement Planning TEN Capital Wealth Advisors
  • Data Conversion Process in 6 Easy Steps

    To make the transition process run smoothly, we do most of the work on your behalf.

    Learn More

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