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Black Diamond Wealth Solutions
Black Diamond Wealth Solutions · Windsor, Connecticut, United States · founded 2005
What it is
Black Diamond Wealth Solutions is a paid technology platform for wealth and investment management firms. Its capabilities include portfolio management and reporting, performance reporting, allocation and risk analysis, and tax-lot tracking across multiple asset classes. Investment management tools include managed models and personalized proposals, alongside outsourced trading and rebalancing services. The client experience includes a firm-branded portal with configurable portfolio views, communication tools and a secure document vault. The integration network spans custodial, CRM, financial planning, compliance, analytics and trading providers, including Pershing, Fidelity, Salesforce, eMoney and RightCapital. Its API is described for real-time and bulk financial data, workflow automation, data management, compliance reporting and custom software. Clients can access account-level reconciliation information through a network of over 800 custodians and prime brokers. Compliance tools include customizable tests, dashboards, transaction surveillance and case management, supporting FINRA, SEC, CIRO and AML/Bank Secrecy Act regulations. The product is available on web, iOS, Android and API. The maker was founded in 2005 and is headquartered in Windsor, Connecticut. Pricing is available on request; there is no free plan.
For and against
For
- Portfolio reporting and investment analysis across multiple asset classes
- Client portal includes configurable views and secure document vault
- Integrations include custodial, CRM and financial planning providers
- Compliance tools include transaction surveillance and case management
- API supports financial data and workflow automation
Against
- Pricing is available on request
- No free plan
The verdict
Black Diamond Wealth Solutions combines portfolio, client experience, investment and compliance capabilities for wealth firms. Buyers should request pricing and assess whether its listed workflows match their firm's needs.
Who it suits
The platform is intended for wealth and investment firms, including RIAs, breakaway advisors, broker-dealers, family offices, banks and trust companies, asset managers, retirement services providers and foundations. Its listed tools also address firms seeking portfolio reporting, trading, compliance and client portal capabilities.
Plans and prices
Black Diamond Wealth Solutions
Pricing by request; the site offers a demo request
Read 9 Oct 2026 · sscblackdiamond.com
On the record
- Allocation analysis
- Yessscblackdiamond.com · read 20 Sep 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 · read 9 Oct 2026
- Asset class coverage
- multi_asset_alternativessscblackdiamond.com · read 20 Sep 2026
- Client portal
- The client experience includes a firm-branded portal with configurable portfolio views, communication tools, and a secure document vault.sscblackdiamond.com · read 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 · read 9 Oct 2026
- CRM
- The CRM offering provides options built around Salesforce and Microsoft Dynamics 365.sscblackdiamond.com · read 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 · read 9 Oct 2026
- Integrations
- The integration network includes custodial, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital.sscblackdiamond.com · read 9 Oct 2026
- Investment management
- Investment management capabilities include managed models, personalized proposals, and outsourced trading and rebalancing services.sscblackdiamond.com · read 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 · read 9 Oct 2026
- Performance reporting
- Yessscblackdiamond.com · read 20 Sep 2026
- Portfolio reporting
- The platform includes portfolio management and reporting tools for wealth firms.sscblackdiamond.com · read 9 Oct 2026
- Product
- Black Diamond Wealth Solutions is a connected technology platform for wealth and investment management firms.sscblackdiamond.com · read 9 Oct 2026
- Risk analysis
- Yessscblackdiamond.com · read 20 Sep 2026
- Security
- The compliance solution is described as hosted in secure data centers with advanced security protocols.sscblackdiamond.com · read 9 Oct 2026
- Support
- The company describes unified support for users across its solutions and provides a client service team contact.sscblackdiamond.com · read 9 Oct 2026
- Tax-lot tracking
- Yessscblackdiamond.com · read 20 Sep 2026
- Trading
- Its trading and rebalancing offering supports portfolio trading and rebalancing workflows.sscblackdiamond.com · read 9 Oct 2026
