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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.
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.
Easily generate powerful client reporting. Learn More. Request Demo. Portfolio management and comprehensive reporting. Showcase the strategy you have developed while building relationships and meeting long-term financial goals.
Best Client Communications Winner: 2022 Family Wealth Report. Surpass expectations with a personalized, best-in-class client experience. The Black Diamond Client Experience is more than a portal, it’s a gateway to an immersive digital hub.
Exceed client expectations and demonstrate your value with proactive communication tools and smart functionality that brings a family’s entire financial picture to life.
Access SMArtX directly from their main Black Diamond dashboard. Gain access to hundreds of investment managers and strategies. Benefit from a complete investment ecosystem with SMArtX data seamlessly integrated into Black Diamond. Generate Black Diamond reports showing sleeve-level data from SMArtX.
Start your day with immediate access to accurate and up-to-date information. Accurate and dynamic data allows you to operate efficiently and confidently. On your behalf, an expert team automatically performs daily data aggregation and reconciliation to the asset level.
Add clarity to compensation through Black Diamond’s robust Billing application. Itemize your value by structuring fees in a way that makes sense to both you and your clients. The countless configuration settings and built-in workflows enable a streamlined process, eliminating the need to run billing more than once per period.
The Black Diamond CRM incorporates robust CRM capabilities into SS&C's Black Diamond Wealth Platform and brings the power of the leading enterprise CRM platform to advisory firms of all sizes to fit their business.
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