Product Brief

You Don’t Need Another Product. You Need a Partner.

Black Diamond is part of the LPL Financial Vendor Affinity Program.

Today, financial management firms of all sizes leverage the award-winning Black Diamond® Wealth Platform to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.

Black Diamond offers a fully-integrated cloud-based solution complete with performance reporting, portfolio rebalancing, an immersive client portal, and seamless connections to a vast ecosystem of smart integrations. Proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.

As part of the LPL Financial Vendor Affinity Program, advisors can access Black Diamond’s best-in-class portfolio management, reporting, fully outsourced daily reconciliation, and data management services at a more competitive price.

 

We deliver cutting-edge solutions that drive your success:

• Portfolio management
• Customized reporting needs for LPL advisors
• Immersive Client Experience
• Next-generation Rebalancer
• Intuitive dashboards
• Robust Billing
• And much more

 

If you have questions about the LPL Financial partnership, or would like to learn how the Black Diamond Wealth Platform can support your business, visit blackdiamond.advent.com.