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  • 4.8 / 5.0 (669)
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Read 27 Black Diamond Wealth Platform reviews and testimonials from customers, explore 20 case studies and customer success stories, and watch 9 customer videos to see why companies chose Black Diamond Wealth Platform as their RIA Software

Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. In addition, proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.

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Customer Rating Review Scorebased on 633 reference ratings
4.8/5.0 (633)

27Testimonials

  • "Before undertaking our transition, one of our biggest concerns was the data conversion from our prior system. Black Diamond’s team lead us through a methodical process, resulting in a high-quality conversion. Their team is knowledgeable, thorough, and tireless in their efforts to help get it done. It was a successful, well-managed process, from start to finish."

    Stephane BouvelCertified Financial Planner
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20 Case Studies

  • Padilla Wealth Management - Customer Case Study

    Dion R. PadillaPresident & Chief Executive Officer
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9 Customer Videos

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Additional Black Diamond Wealth Platform Information & Resources

Read Black Diamond Wealth Platform Reviews, Testimonials & Customer References from 27 real Black Diamond Wealth Platform customers.

Browse Black Diamond Wealth Platform Case Studies, Customer Success Stories, & Customer References from 20 businesses that use Black Diamond Wealth Platform.

Watch Black Diamond Wealth Platform Customer Videos to learn why 9 businesses chose Black Diamond Wealth Platform.

FeaturedCustomers has 1,881,915+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.