Overview

About Black Diamond

The Black Diamond Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience. Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations.

At a glance

Software information

Industries served, licensing and the support Black Diamond provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Blogs
Whitepapers
On-Site Training

Languages (1)

English

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Capabilities

Black Diamond features

The full feature set, grouped by module.

Wealth Management Software

Asset Reporting
Client Portal
Data Import/Export
Financial Planning
Investment Tracking
Performance Measurement
Portfolio Management

Stock Portfolio Management Software

Portfolio Accounting
Portfolio Rebalancing
Stock Alerts

Hedge Fund Software

Contact Management
Investor Accounting
Investor Reporting
Performance Analysis
Portfolio Analysis
Portfolio Management

Plans

Black Diamond pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Works with

Integrations

Black Diamond connects with the tools your team already uses.

Box RightCapital eMoney SS&C Chorus

Media

Screenshots & video

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