Black Diamond Overview

Advent Software Inc.
1993
United States
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.
Industries
  • Investment Management
Languages
  • English
Media
Black Diamond
Black Diamond

Black Diamond Core Features

Wealth Management Features
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
Stock Portfolio Management Features
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
Hedge Fund Features
  • 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
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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
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