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Overview

With the Black Diamond Wealth Platform as the hub of your advisory business, you be able to leverage technology to drive profitability, scale, and growth. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several complementary solutions. These include - but are not limited to - financial planning, portfolio analytics and CRM software, as well as access to traditional and alternative managed account strategies.

Capabilities

Provisioning