Advisors will differentiate their brand with high-quality, personalized proposals, save time, and reduce errors. The intuitive data collection and proposal creation processes allow advisors to focus more on client interactions and strategic planning. This enhanced process helps to minimize the risk of errors that often occur during manual data entry and compilation.

Black Diamond's Client View application consolidates all client-centric details, workflows, and third-party integrations already found within Black Diamond into a single, interconnected command center. Client View enables advisors to consolidate and access their client's entire financial lives. 

Advisors can take the pulse of their business, identify trends and outliers, and examine the finer details of advisor performance and their client relationships. Granular permission controls, compliance-ready formats, report automation, and more make oversight manageable while providing a 360-degree view into your practice.

Black Diamond's Rebalancer provides daily reconciliation allowing advisors to see what accounts or households need attention from a trading perspective. The robust modeling framework, proactive monitoring, straight-through trade processing, and tax-efficient capabilities keep even the most complex portfolios aligned with a client’s goals.

Through a custom-branded, interactive client portal, advisors can document advisor-client communications, showcase dynamic portfolio metrics, post to a secure document vault, incorporate outside account aggregation, balance sheet reporting, and more.

Advisors can itemize their value by structuring fees in a way that makes sense to both the advisor and their clients. The countless configuration settings and built in workflows allow a streamlined process, eliminating the need to run billing more than once per period.

This video shows how Client View works as an advisor’s one-stop-shop and data command center that supports a more personalized approach to managing their client's financial life - past, present, and future.

This detailed 7 minute demo video reviews key features of the Black Diamond Wealth Platform.

1. Dedicated Service Model
2. Intuitive and Thoughtful Design
3. Data Network
4. Relationship-Based Pricing
5. Seamless Handoff from Sales to Implementation to Service

Rather than requiring advisors to adapt to platform limitations, Black Diamond has built a system where the technology adapts to individual practice needs.

David Stalnaker from Symmetry Capital Advisors discusses how Black Diamond allows his firm to differentiate themselves in a competitive market.

Discover how Diversified Trust uses the Black Diamond Wealth Platform to enhance transparency, streamline reporting, and elevate the client experience.