cardRowSection

Go Ahead, Launch Your Dream Practice

Start your business on a strong foundation with the tools and support you need to succeed.

lightbulb-on-white

Fully Integrated Technology

Establish a robust, end-to-end technology ecosystem with seamless third-party integrations that scale with your firm’s growth.

lightbulb-on-white

Confidential, Pre-Breakaway Implementation

Ensure a smooth launch with our trusted, discreet setup process allowing you to transition seamlessly and instill confidence in your clients from day one.

lightbulb-on-white

Dedicated Support at Every Stage

Run your practice efficiently with a dedicated service team and scalable outsourced or fully managed solutions, including CRM, to keep you focused on what matters most

We’re Built for Breakaways, Support Every Step of the Way

300+ newly independent RIAs have established their firms on Black Diamond Wealth Solutions.

quoteSection

quote

From the early planning stage to the official launch and beyond – Black Diamond’s incredible team and technology supported our firm’s transition and helped assure success from day one. We continue to have an excellent partnership with Black Diamond and look forward to our future growth together.

Brent Field
CFA® Chief Investment Officer and Partner
NorthRock Partners
who-we-serve-img

videoSection

wideCardSection

Real-World Impact

blog-block-img

Client Case Study

Aspen Private Advisors

Selected a tightly integrated and scalable wealthtech solution for both CRM and portfolio management.

 Read More
blog-block-img

Client Case Study

Key Client Fiduciary Advisors

Follow the path to independence for a hybrid advisory.

 Read More

cardGridSection

Build With Black Diamond Wealth Solutions

who-we-serve-block

Portfolio Management & Reporting

Oversee portfolios and communicate results with intuitive tools, reliable data, and flexible client-ready reporting.
who-we-serve-block

Client Experience & Communications

Elevate client engagement with a customized online portal that offers clear visibility into their assets. Empower your firm to engage, analyze, and manage every aspect of their financial journey.
who-we-serve-block

Third-Party Integrations

Break down data silos, design custom workflows, and automate processes by integrating your preferred or proprietary solutions.
who-we-serve-block

Rebalancing & Trading

Monitor, rebalance, and execute trades for complex strategies while ensuring alignment with client preferences and restrictions.
who-we-serve-block

Client Relationship Management (CRM)

Drive client retention and fuel growth with a complete, purpose-built prospecting, onboarding, and relationship management solution.
who-we-serve-block

Investment Management

Gain a competitive edge with a turnkey model marketplace and proposal generation solution, fully integrated with our rebalancing technology and the option to outsource to our expert team.
who-we-serve-block

Alternative Investment Servicing

Streamline alternative investment data aggregation, processing, and reporting with Al technology, backed by industry experts for seamless, client-ready insights.
who-we-serve-block

Trust Services

Leverage cutting-edge technology to streamline operations, deliver tailored client sights, and increase efficiency with seamless integration of front-office tools and back- office data.
who-we-serve-block

Unique Assets Accounting & Operations

From minerals and real estate to closely held businesses and loans, get the tools and expertise to streamline operations, ensure compliance, and enhance efficiency.
who-we-serve-block

Retirement & Benefit Payments

Automate retirement and benefit distributions with seamless payment processing, built-in tax compliance, and end-to-end fulfillment to simplify operations and reduce risk.
who-we-serve-block

Operations & Business Insights

Streamline data aggregation and management, create efficient client billing workflows, and unlock key business and compliance insights.

callToActionSection

Deliver Excellence at Every Corner of Your Business

Request Demo
request-demo