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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.
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Request Demo. Portfolio management and comprehensive reporting. Showcase the strategy you have developed while building relationships and meeting long-term financial goals.
Black Diamond is a secure online portal that connects you to your financial life, your advisory team, and everything else you need to manage your wealth — from all of your devices. Log in to Black Diamond Wealth Platform
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Log In. From your separately managed account (SMA) client portal, you have access to insights, account details, your investment dashboard, documents, and more. Download the Black Diamond Wealth Platform app from the Apple App Store or Google Play and you will have instant access to the client portal from any of your devices. Not signed-up yet?
We built our enhanced Black Diamond Wealth Platform, also known as BD3, to meet your business needs. With this easy-to-use interface, you can enjoy all the functionality you are used to, plus so much more.
Login. BWM Reporting. Fidelity. Access Your Account. Black Diamond provides a cloud-based, portfolio management, reporting, rebalancing, and client communications wealth platform that provides daily aggregated client-ready data, connecting to over 800 custodians. Login.
Black Diamond Wealth Platform Revolutionizing the wealth management experience. Advisors using Black Diamond’s integrated suite can confidently tell their story and customize each conversation to fit each client’s needs.