Black Diamond: One Stop Shop for Wealth Management
Mike Betz, Director, Channel Management at SS&C Advent highlights the Black Diamond wealth platform advantages and focuses on use cases and integration experience.
Building Client Relationships
By partnering with Black Diamond, Affiance Financial advisors are able to spend time on the tasks that help them build client relationships.
Combining Service With Technology
An Advent client for over 30 years, George Gouin of The Mason Companies, discusses how Black Diamond allows his firm to service clients at a higher level.
Leveraging the Black Diamond Client Experience
Brad Cox of Portfolio Solutions discuss how the Black Diamond Client Experience helps his firm build relationships with their clients.
The Next Evolution in Managed Accounts
The partnership between Black Diamond and SMArtX makes it easier for financial advisors to leverage the power of both tools in a seamless wealth platform.
Effectively and Efficiently Manage Client Relationships
Co-general Manager, Derek Landi, talks about the client relationship management solutions offered by Salentica and how the integration with Black Diamond is a competitive differentiator.
Talk Fearlessly About Risk
Riskalyze’s seamless integration with the Black Diamond Wealth Platform empowers financial advisors to talk with their clients about risk and their complete wealth picture.
A Complete Platform Enhanced by Our Partners
Listen as Justin Wayne, Senior Solutions Manager, talks about how integrations are a core piece of the Black Diamond Wealth Platform because it enables advisors to deliver tech-powered solutions that optimizes their business while better serving their investors.
What Makes Black Diamond Special?
Ryan Alexis, Director of Client Service, talks about how the combination of technology and service at Black Diamond is hard to beat.
Providing for Future Expansion
David Stalnaker from Symmetry Capital Advisors discusses how Black Diamond allows his firm to differentiate themselves in a competitive market.
More Than A Portal: An Experience
The Black Diamond Wealth Platform's Client Experience allows advisors to offer a customizable, custom-branded and interactive online environment that can be accessed anytime, anywhere.
Delivering a Personalized Client Experience
Doug Turner of Diversified Trust discusses the innovative key elements that the Black Diamond Client Experience helps them deliver to their clients. Case Study: Diversified Trust