The Solution

Modernize the user experience

As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client conversations.

Differentiate your service offering with an innovative portal personalized to you and your clients.

Why choose this solution

  • Mobile-friendly client interaction environment
  • Tailored client experience
  • Account aggregation
  • Custom reports and expanded reporting options
  • Batch reporting capabilities
  • Powerful data mining and aggregation capabilities
  • Extensive network of integration partners for a unified wealth management experience

Enrich your service offering

Black Diamond Link combines innovative client engagement capabilities with a powerful portfolio management infrastructure. All without adding extra hardware, software or IT complexity.

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