"When I log into Black Diamond, I am always amazed at how often I see new features and constant updates. The team is open to feedback and they truly embrace integration and continuous improvements. Ultimately, this is why Black Diamond has been the cornerstone of our business."

"The way the system recognizes which clients have tax-loss harvesting opportunities is very helpful, particularly for year-end rebalancing as well as when we start working with a new prospect. We can immediately demonstrate our value by illustrating the tax savings we can deliver to a new client."