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Black Diamond
Black Diamond is an SS&C Advent solution that provides a cloud-based portfolio management platform for independent financial advisors and wealth management firms.
Email: info@blackdiamond.advent.com
Phone: +1 800 727 0738
Web: https://blackdiamond.advent.com/
products
Black Diamond Wealth Platform
Category: Advisor Platforms
Category: Portfolio Management Systems
A comprehensive platform that offers portfolio management, performance reporting, and client portal features to streamline investment management processes for advisors..
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Black Diamond Client Experience Portal
Category: High-Net-Worth Client Portals
Provides a customizable client portal with portfolio performance reporting, document vault, secure messaging, mobile access, and financial planning tools integration. Allows for branded experiences and custom content delivery..
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