Stay Ahead with a Modern, Scalable Toolset
Trust companies, wealth managers, and other fiduciaries rely on Black Diamond Wealth Solutions for specialized tools like an immersive client portal, advanced CRM, and dynamic reporting — streamlining operations and enhancing client engagement at every stage.
Innovative & Cloud-Based
Highly Configurable for Scale
Secure, Integrated Workflows
Unmatched Support
The Black Diamond Trust Suite
Built for trust businesses, this suite enhances client satisfaction, streamlines operations, and scales efficiently while remaining fully configurable to your needs.
Accounting & Reporting
Attract, serve, and retain clients with real-time trust accounting and reporting that provides fast, secure, responsive, and customizable access and control.
Trading and portfolio management functions
Principal and income accounting and tax reporting
Reg-9/Admin review features
Customized reporting options
Fee calculation and billing
IRA, ERISA, and RMD support
Charitable account functions
Multicurrency capable
Performance Reporting
Managed Services
Empower your business with the back-office support you need. Customizable, tailored options allow your firm to choose the right-sized solution while retaining key roles.
Cash management and reconciliation
Asset setup, maintenance, and processing
Custody processing and settlement
Income and corporate action processing
Client reporting and customer service
Fully outsourced paying agent services
Payments Processing
Efficiently handle high-volume payment processing for qualified and non-qualified plan distributions, with the necessary controls and workflows to support scalable growth.
Periodic and lump-sum payment processing
Federal and state tax calculations
Check printing, ACH, and wire processing
Account reconciliations
Full-service print and mail fulfillment
Specialized Expertise for Unique Assets
Manage oil & gas interests, real estate, closely held businesses, and more.
Trust our experts to handle the complex recordkeeping, accounting, and oversight - so you can maximize returns.
Black Diamond Insights
Deliver Excellence at Every Corner of Your Business
