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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.
Black Diamond has the flexibility and power to support your unique wealth management business. RIAs Technology investments move your business forward, allowing you to focus on keeping your current clients happy and sourcing new opportunities for growth.
By uniting portfolio management and comprehensive reporting with your client’s experience, you can showcase the strategy you have developed while building relationships and meeting long-term financial goals.
Discover how the portal delivers an interactive and immersive online financial experience. See how the Relationship Timeline enables you, your client, and other stakeholders to embark on a shared financial journey through an intuitive digital experience.
Schwab Partner Portal. Please enter your Schwab email address and the provided password below. If you need assistance, click here. The Black Diamond Wealth Platform is a product of SS&C Advent. PRIVACY.
Almost 1,900 firms of all shapes and sizes rely on the cloud-native Black Diamond platform as their investment technology stack. Since launching in 2005, the Black Diamond Wealth Platform has been at the forefront of cloud-based financial technology.
Please enter your Fidelity email address and the provided password below. If you need assistance, click here. The Black Diamond Wealth Platform is a product of SS&C Advent.
Pacific Life today announced its collaboration with the SS&C Black Diamond Wealth Platform to offer Registered Investment Advisors (RIAs) a streamlined experience for managing the investment options in their clients' Pacific Life advisory variable annuities.
Integrate Alternative Investment data directly into Black Diamond. Automate Tax Document (K-1, 1099) collection, storage, and distribution. Get instant notifications on Capital Calls and Distribution notices. Offer clients full transparency into their Alternative Investments for the ability to make better financial decisions.
Be alerted to clients that need your attention related to portfolio drift, cash requirements, or tax scenarios. Leverage options like block trading and a range of order types. Then, send trades straight through to the custodian for execution, and track the progress across the full life cycle.