Ongoing Training & Education

Ready. Set. Learn.
As your technology partner, we make user adoption simple and help your firm find true scalability. Depending on your learning style or preference, we offer a wide array of resources and events to ensure you get the most out of the platform.
  • Virtual Training

    Designed to fit varying levels of expertise, the team conducts a regular cadence of hands-on digital workshops. This includes optimization topics and learning paths for new users of the platform.

  • Jacksonville Training

    The Jacksonville office hosts a robust two-day workshop, giving you an opportunity to meet in person with your Client Advocate. We think this training time is so valuable that we even credit you to attend.

  • Regional Workshops

    Throughout the year, the team hosts full day training events in major US cities. These complimentary, hands-on labs cover the upcoming product roadmap and the latest in platform functionality.

  • Online Learn Articles

    When you need instant information, a native contextual support tool delivers relevant educational articles specific to the area of the platform you are on. You also have on-demand access to a full library of learning resources.

  • Interactive Webinars

    We invite clients to exclusive live webinars on an array of topics including thought leadership, integration opportunities, and significant platform enhancements. These events allow you to hear directly from platform leadership and expand your overall product or industry knowledge.

  • When comparing software vendors, it’s important to find a company that is investing time and resources in making the product better. The team at Black Diamond has done a great job of listening to users to continuously improve the platform. I’m always excited to hear what new features they have in the works.
    Peter McRae
    Managing Partner McRae Capital Management
  • I greatly appreciated Black Diamond offering virtual training and not just canceling training opportunities due to COVID-19. Could not have come at a better time for my firm during a transition of staff.
    Lori Flanders
    Operations Manager Financial Management Concepts

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