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Scale Your Firm with Confidence

Expand your reach, deepen client relationships, and drive growth with a single, trusted partner.

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Unified Solution

Simplify technology management, streamline workflows, and reduce integration complexities

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Next Level Client Experience Tools

Deliver a personalized, modern experience built with advisor efficiency in mind.

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Expert Guidance Every Step of the Way

Access dedicated support teams that provide implementation, consulting, and tailored solutions to fit your firm’s unique needs.

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No Offense, But We Do Operations Better Than You Do

87% of advisors say that embracing technology has helped them operate
their firms more efficiently.
Schwab Advisor Services, Independent Advisor Outlook Study, October 2024

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Black Diamond is the Backbone of Our Business

“Without having business insight to your investment process, the way things are developing across your firm and your clientele, you're missing out on some key analytics. Black Diamond provides all of those and more for us.”

Patrick Swift, Vice President of Wealth Planning, Amplius Wealth Advisors

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Real-World Impact

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Client Case Study

Atlas Brown

Transitioned to Black Diamond to manage highly customized solutions, proprietary portfolios, and alternative investments.

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Client Case Study

Decker Wealth Management

Selected Black Diamond to show their clients they had the same, if not better, technology than bigger institutions.

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Build With Black Diamond Wealth Solutions

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Portfolio Management & Reporting

Oversee portfolios and communicate results with intuitive tools, reliable data, and flexible client-ready reporting.
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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.
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Third-Party Integrations

Break down data silos, design custom workflows, and automate processes by integrating your preferred or proprietary solutions.
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Rebalancing & Trading

Monitor, rebalance, and execute trades for complex strategies while ensuring alignment with client preferences and restrictions.
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Client Relationship Management (CRM)

Drive client retention and fuel growth with a complete, purpose-built prospecting, onboarding, and relationship management solution.
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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.
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Alternative Investment Servicing

Streamline alternative investment data aggregation, processing, and reporting with Al technology, backed by industry experts for seamless, client-ready insights.
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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.
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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.
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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.
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Operations & Business Insights

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

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Deliver Excellence at Every Corner of Your Business

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