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Black Diamond Wealth Solutions
What Black Diamond Wealth Solutions is
Black Diamond Wealth Solutions is a connected technology platform for wealth and investment management firms. Its tools cover portfolio management and reporting, trading and rebalancing, managed models, personalized proposals, and outsourced trading and rebalancing services. Firms can provide clients with a branded portal featuring configurable portfolio views, communication tools, and a secure document vault. The platform also lists performance reporting, allocation and risk analysis, tax-lot tracking, and multi-asset alternatives coverage. Its integration network includes custodial, CRM, financial planning, compliance, analytics, and trading providers such as Pershing, Fidelity, Salesforce, eMoney, and RightCapital. The API supports financial data access, workflow automation, data management, compliance reporting, and custom software. Compliance tools include customizable tests, dashboards, transaction surveillance, and case management. Access is available on web, iOS, and Android. Pricing is by request; there is no free plan. The company lists RIAs, broker-dealers, family offices, banks and trust companies, asset managers, retirement services providers, and foundations among its audiences.
Who it suits
It suits wealth and investment management firms, including RIAs, breakaway advisors, broker-dealers, family offices, banks, trust companies, asset managers, retirement services providers, and foundations. It is relevant to firms seeking portfolio tools alongside client portal and compliance capabilities.
What it does well
- Portfolio reporting, allocation, risk, and tax-lot tools
- Branded client portal with configurable portfolio views
- Integrations include Pershing, Fidelity, Salesforce, and eMoney
- Compliance tools include transaction surveillance and case management
What to know first
- No free plan
- Pricing is available by request
- No desktop application is listed
Limits
There is no free plan. The product is paid with pricing available on request.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Black Diamond Wealth Solutions | Pricing by request; the site offers a demo request | On request |
As sscblackdiamond.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Black Diamond Wealth Solutions website
- Request a product demo and pricing
- Choose web, iOS, Android, or API access for your workflows
- Review integrations such as Pershing, Fidelity, Salesforce, eMoney, or RightCapital
- Configure client portal, compliance, CRM, and trading components
Verdict
Black Diamond brings portfolio management, client access, trading workflows, and compliance tools into a connected platform for wealth firms. Buyers should confirm pricing and that its functions and integrations meet their firm's needs.
Questions
How is Black Diamond Wealth Solutions priced?
It is a paid product, and pricing is available on request. The site offers a demo request.
Which platforms are supported?
The platform is available on Android, API, iOS, and web.
What firms does it serve?
Listed audiences include RIAs, breakaway advisors, broker-dealers, family offices, banks and trust companies, asset managers, retirement services providers, and foundations.
Does it provide a client portal?
Yes. Firms can offer a branded portal with configurable portfolio views, communication tools, and a secure document vault.
What compliance capabilities are included?
Compliance tools include customizable tests, dashboards, transaction surveillance, and case management supporting FINRA, SEC, CIRO, and AML/Bank Secrecy Act regulations.
Facts from Black Diamond Wealth Solutions's own pages
- Allocation analysis
- Yes · sscblackdiamond.com, 20 Sept 2026
- API
- The site describes an API for real-time and bulk financial data, workflow automation, data management, compliance reporting, and custom software. · sscblackdiamond.com, 9 Oct 2026
- Asset class coverage
- multi_asset_alternatives · sscblackdiamond.com, 20 Sept 2026
- Client portal
- The client experience includes a firm-branded portal with configurable portfolio views, communication tools, and a secure document vault. · sscblackdiamond.com, 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. · sscblackdiamond.com, 9 Oct 2026
- CRM
- The CRM offering provides options built around Salesforce and Microsoft Dynamics 365. · sscblackdiamond.com, 9 Oct 2026
- Custody network
- Black Diamond clients can access account-level reconciliation information through a network of over 800 custodians and prime brokers. · sscblackdiamond.com, 9 Oct 2026
- Founded
- 2005 · sscblackdiamond.com, 28 Sept 2026
- Free plan
- No · sscblackdiamond.com, 20 Sept 2026
- Headquarters
- Windsor, Connecticut, United States · sscblackdiamond.com, 28 Sept 2026
- Integrations
- The integration network includes custodial, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital. · sscblackdiamond.com, 9 Oct 2026
- Investment management
- Investment management capabilities include managed models, personalized proposals, and outsourced trading and rebalancing services. · sscblackdiamond.com, 9 Oct 2026
- Mobile access
- The client experience supports 24/7 access across devices, and the site describes a Black Diamond mobile app. · sscblackdiamond.com, 9 Oct 2026
- Performance reporting
- Yes · sscblackdiamond.com, 20 Sept 2026
- Portfolio reporting
- The platform includes portfolio management and reporting tools for wealth firms. · sscblackdiamond.com, 9 Oct 2026
- Product
- Black Diamond Wealth Solutions is a connected technology platform for wealth and investment management firms. · sscblackdiamond.com, 9 Oct 2026
- Risk analysis
- Yes · sscblackdiamond.com, 20 Sept 2026
- Security
- The compliance solution is described as hosted in secure data centers with advanced security protocols. · sscblackdiamond.com, 9 Oct 2026
- Support
- The company describes unified support for users across its solutions and provides a client service team contact. · sscblackdiamond.com, 9 Oct 2026
- Tax-lot tracking
- Yes · sscblackdiamond.com, 20 Sept 2026
- Trading
- Its trading and rebalancing offering supports portfolio trading and rebalancing workflows. · sscblackdiamond.com, 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. · sscblackdiamond.com, 9 Oct 2026
Where Black Diamond Wealth Solutions stands on Freedom251
- Investment Accounting Software#1 of 30
- Portfolio Management Software#21 of 81