Morningstar & Black Diamond: A Strategic Alliance
A Custom Data Conversion & Transition Experience
The Morningstar and Black Diamond teams have created an industry-first, highly customized migration process designed to save you time and resources. By making the switch, you gain access to Black Diamond’s award-winning portfolio management, reporting, and client engagement tools—infused with Morningstar’s unmatched data and analytics—all at exclusive alliance pricing.
As the first and only wealth platform with direct access to Morningstar’s Direct Advisory Suite, Black Diamond provides seamless integration to the insights and research you rely on most.
Black Diamond Transition Benefits Include:
An Almost Effortless Data Conversion Process
Black Diamond and Morningstar streamline your data conversion, managing the process so you can transition smoothly at zero cost.
Streamlined Implementation Process
Benefit from customized training and dedicated resources explicitly designed for Morningstar Office users.
Seamless Transition, Exclusive Savings, Serious Upgrade
Enjoy first-year discounts, no conversion or implementation fees, and continued access to Office at no cost after your first Black Diamond bill—plus Direct Advisory Suite included.
Your Brand, Their Full Financial Picture
Give your clients 24/7 access to their complete financial picture through a custom-branded, interactive portal. More than just portfolio data, this interactive platform provides a holistic view of their wealth—enhancing engagement and deepening your advisory relationships.
Robust Reporting and Insights
Unite portfolio management and comprehensive reporting to highlight the strategy you have built while helping your clients achieve their long-term financial goals.
Built-In Rebalancing for Smarter Investing
Use Black Diamond’s native Rebalancer to streamline asset substitution and tax-loss harvesting in minutes. Integrated workflows, real-time data, and efficient client updates keep you ahead.
Smarter Insights, Stronger Relationships
With advanced analytics, upgraded features, and an intuitive design, Morningstar’s Direct Advisory Suite simplifies workflows and enhances client interactions for better outcomes.
Deliver Compliance Confidence
With over 8,000 compliance-related user roles and nuanced, reliable data, you can easily take the pulse of your business, review key metrics, and ensure compliance oversight.
Our transition from Morningstar Office is going well. The more we get to know Black Diamond, the more impressed we are. The CRM, portfolio accounting, reporting and billing tools are best-in-class, and the transition team has been exemplary. The integrations with Direct Advisory Suite, RightCapital and DPL Financial Partners add value to our Black Diamond experience.
Financial Planning Associates, Inc
Learn More About the Morningstar & Black Diamond Alliance
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