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Black Diamond Wealth Platform

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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  • 27 Testimonials View
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  • 9 Customer Videos View
Customer Rating Review Score based on 860 reference ratings
4.8/5.0 (860)

27Testimonials

  • "The Black Diamond Implementation team delivered on a very difficult data project, getting years of performance rebuilt. The entire transition was well coordinated and expectations well communicated."

    Dave Gordon Director of Retirement Planning

  • "Over $125 million in assets have come to the firm as a direct result of us having Black Diamond."

    Ronald Nelson Chief Operating Officer

  • "Since we have converted, every passing day and month continues to confirm our confidence in Black Diamond as a partner and we are excited to collaborate with them moving forward."

    Doug Turner Principal and Director of Operations
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20 Case Studies

  • Archvest Wealth Advisors - Customer Case Study

    Eric Lai Chief Executive Officer and Co-Founder

  • AdvicePeriod - Customer Case Study

    Steve Lockshin Founder and Chief Executive Officer

  • Padilla Wealth Management - Customer Case Study

    Dion R. Padilla President & Chief Executive Officer
19 more case studies currently locked

9 Customer Videos

8 more videos currently locked

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 1,971,017+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.