Modernize the user experience

As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? An innovative portal can serve as an important point of differentiation for advisors looking to promote the more personal aspect of their service offering.

Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client conversations.

Features & Benefits

  • Mobile-friendly client interaction environment
  • Tailored client experience
  • Account aggregation
  • Custom reports and expanded reporting options
  • Batch reporting capabilities
  • Powerful data mining and aggregation capabilities
  • Extensive network of integration partners for a unified wealth management experience

For more information

Black Diamond Link adds depth and breadth to your service offering, combining innovative client engagement capabilities with a powerful portfolio management infrastructure. All without adding extra hardware, software or IT complexity.


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