Visit website

Where advisors and clients connect.

The Black Diamond Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience. Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations.
Advent Software Inc.
1993
United States
  • Investment-management
1 Industry
  • English
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Blogs
  • Whitepapers
  • On-Site Training

Media

Black Diamond

Black Diamond Core Features

Focus of Wealth Management Feature
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
Focus of Stock Portfolio Management Feature
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
Focus of Hedge Fund Feature
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Black Diamond Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

Black Diamond Reviews

No Review
No reviews submitted yet.
Be the first one to review

Black Diamond Integration

This profile is not claimed

Do you own or represent this business? Enter your business email to claim your Goodfirms profile.

Thank you for claimed

You have successfully submit request your claim