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Black Diamond Wealth Platform Testimonials

  • "Of the many applications and technology tools we started with, Black Diamond is the only core piece of technology we have retained. This speaks volumes to the engineering, design, usability, intuitiveness, and features of the platform."

    Steve LockshinFounder and Chief Executive Officer

  • "Our firm’s transition to Black Diamond made a significant improvement in many of our functions, importantly billing, which brought it from a manual multi-day process to a streamlined, quick, and easy application."

    Eric YoungVice President
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    4.7 / 5.0
    Customer References42 total
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    Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned.

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    4.7 / 5.0
    Customer References21 total
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    CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.

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    4.7 / 5.0
    Customer References15 total
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    Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

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