Audience
Businesses looking for a Wealth platform that provides automated daily data reconciliation
About Black Diamond Wealth Platform
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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Integrations
Company Information
SS&C Advent
Founded: 1983
United States
blackdiamond.advent.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
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