Product Brief

You Don’t Need Another Product. You Need a Partner.

Black Diamond is part of the LPL Financial Vendor Affinity Program.

Today, financial management firms of all sizes leverage the award-winning Black Diamond® Wealth Platform to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.

Black Diamond offers a fully-integrated cloud-based solution complete with performance reporting, portfolio rebalancing, an immersive client portal, and seamless connections to a vast ecosystem of smart integrations. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.

As part of the LPL Financial Vendor Affinity Program, advisors can access Black Diamond’s best-in-class portfolio management, reporting, fully outsourced daily reconciliation, and data management services at a more competitive price.

 

We deliver cutting-edge solutions that drive your success:

  • Portfolio management
  • Customized reporting needs for LPL advisors
  • Immersive Client Experience
  • Next-generation Rebalancer
  • Intuitive dashboards
  • Robust Billing
  • And much more

 

If you have questions about the LPL Financial partnership, or would like to learn how the Black Diamond Wealth Platform can support your business, visit blackdiamond.advent.com.

View the Product Brief
Product Brief
You Don’t Need Another Product. You Need a Partner.