The Black Diamond® Wealth Platform is an advanced solution tailored for financial advisors, offering a comprehensive suite of tools to enhance client relationships and streamline business operations. This platform combines essential functionalities such as performance reporting, rebalancing, and client billing with innovative features like daily reconciliation services and an award-winning client portal accessible via mobile devices. By integrating with various complementary solutions, including financial planning software, portfolio analytics tools, and CRM systems, Black Diamond creates a unified ecosystem for advisors. The platform also provides access to both traditional and alternative managed account strategies, allowing advisors to offer diverse investment options to their clients. Designed to be the central hub of an advisory business, Black Diamond aims to boost profitability, enhance operational efficiencies, and drive business growth while meeting the modern client's expectations for robust and transparent investment tools.

Key Features

Performance Reporting Comprehensive performance reporting capabilities to track and analyze investment portfolios

• Detailed insights into portfolio performance
• Customizable reports for client presentations

Rebalancing Advanced rebalancing tools to maintain optimal asset allocation

• Automated rebalancing options
• Customizable rebalancing rules and thresholds

Client Billing Streamlined client billing functionality for efficient financial management

• Automated billing processes
• Flexible fee structures and customization options

Daily Reconciliation Services Accurate and timely reconciliation of financial data

• Daily updates to ensure data accuracy
• Automated reconciliation processes to save time and reduce errors

Client Portal Award-winning client portal for transparent communication and engagement

• Mobile access for on-the-go information
• User-friendly interface for easy navigation and information retrieval

Integrations Seamless integrations with complementary solutions

• Financial planning software integration
• Portfolio analytics tools integration
• CRM software integration

Managed Account Access Access to a wide range of investment strategies

• Traditional managed account options
• Alternative managed account strategies

Benefits

Enhanced Client Relationships Improve client satisfaction and engagement through transparent and accessible tools

• 24/7 access to portfolio information via client portal
• Clear and comprehensive performance reporting

Increased Operational Efficiency Streamline advisory business operations to save time and resources

• Automated processes for reconciliation and rebalancing
• Integrated systems for seamless data flow

Business Growth Drive profitability and expand advisory services

• Scalable platform to support business expansion
• Comprehensive tools to attract and retain clients

Modernized Advisory Services Meet client expectations with cutting-edge technology

• Mobile-friendly solutions for on-the-go access
• Integration of everyday technology into investment management