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Black Diamond

Where advisors and clients connect.

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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

Screenshot & Video

1/2

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

Black Diamond Core Features

Wealth Management

  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management

Stock Portfolio Management

  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts

Hedge Fund

  • 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

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