Black Diamond Reviews & Pricing 2023

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 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

Payment Frequency

Quote Based

Vendor pricing page

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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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