The Black Diamond Wealth PlatformBlack Diamond is an award-winning, cloud-based solution designed to meet the complete business needs of wealth management professionals and their clients. The comprehensive platform features performance reporting, portfolio rebalancing, an immersive client portal, communication tools, business intelligence, and so much more—all powered by fully outsourced daily reconciliation and data management services.
Working as the heart of your business, Black Diamond supports productivity enhancing integrations with third party solutions for CRM, portfolio analytics, managed accounts, financial planning, and more. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.
Risclarity, a leader in integration and holistic client reporting applications for family wealth management, today announced an integration with SS&C Technologies' Black Diamond® Wealth Platform. Through this integration, family offices and wealth advisors can connect general ledger and other internal systems to create seamless workflows and increase productivity...
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A partnership with Risclarity means invaluable workflow experiences, maximizing the power of
technology integration, and enhanced reporting capabilities. Black Diamond and Risclarity have
come together to establish a more controlled reporting environment without compromising on
data security or accuracy.
Reach out and let's scale your business together.
Simplifying Complexity: Integration and client reporting solutions for family wealth management.
