Black Diamond Wealth Solutions
The facts below are what the maker publishes about Black Diamond Wealth Solutions, checked and dated. Our editors have not written about it yet.
Plans and prices
From Black Diamond Wealth Solutions's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Black Diamond Wealth Solutions | Priced on request | Pricing by request; the site offers a demo request |
The facts
Each one read from Black Diamond Wealth Solutions's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- API
- The site describes an API for real-time and bulk financial data, workflow automation, data management, compliance reporting, and custom software.checked 9 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Client portal
- The client experience includes a firm-branded portal with configurable portfolio views, communication tools, and a secure document vault.checked 9 Oct 2026
- Compliance
- Compliance tools include customizable tests, dashboards, transaction surveillance, and case management, and support FINRA, SEC, CIRO, and AML/Bank Secrecy Act regulations.checked 9 Oct 2026
- CRM
- The CRM offering provides options built around Salesforce and Microsoft Dynamics 365.checked 9 Oct 2026
- Custody network
- Black Diamond clients can access account-level reconciliation information through a network of over 800 custodians and prime brokers.checked 9 Oct 2026
- Integrations
- The integration network includes custodial, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital.checked 9 Oct 2026
- Investment management
- Investment management capabilities include managed models, personalized proposals, and outsourced trading and rebalancing services.checked 9 Oct 2026
- Mobile access
- The client experience supports 24/7 access across devices, and the site describes a Black Diamond mobile app.checked 9 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Portfolio reporting
- The platform includes portfolio management and reporting tools for wealth firms.checked 9 Oct 2026
- Product
- Black Diamond Wealth Solutions is a connected technology platform for wealth and investment management firms.checked 9 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- The compliance solution is described as hosted in secure data centers with advanced security protocols.checked 9 Oct 2026
- Support
- The company describes unified support for users across its solutions and provides a client service team contact.checked 9 Oct 2026
- Tax-lot tracking
- Yeschecked 20 Sep 2026
- Trading
- Its trading and rebalancing offering supports portfolio trading and rebalancing workflows.checked 9 Oct 2026
- Who it serves
- The company lists RIAs, breakaway advisors, broker-dealers, family offices, banks and trust companies, asset managers, retirement services providers, and foundations as audiences.checked 9 Oct 2026
The company
- Founded
- 2005checked 28 Sep 2026
- Headquarters
- Windsor, Connecticut, United Stateschecked 28 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 2026
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