Black Diamond Wealth PlatformSS&C Advent
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Related Products
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About
From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding. 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. Provide access to a configurable portfolio dashboard and give your clients a personal, on-demand look at performance, projected income, allocations, activity summary, and more. The two-way, secure document vault makes sending, storing, and auditing files—such as custodial statements—a seamless experience. Outside account aggregation provides the ability to review net worth information and create detailed balance sheet reporting.
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About
When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses looking for a Wealth platform that provides automated daily data reconciliation
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Audience
Institutions requiring a platform to improve their financial planning operations and grow their business
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$149 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSS&C Advent
Founded: 1983
United States
blackdiamond.advent.com
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Company InformationSimplicitree
United States
www.simplicitreeplan.com
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Alternatives |
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Categories |
Categories |
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Integrations
MoneyGuide
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com
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Integrations
MoneyGuide
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com
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