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Black Diamond Wealth Platform

Overview

THE PLATFORM THAT ADAPTS TO YOU

Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. To achieve greatness your way, you need a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing, combined with outsourced daily reconciliation. With anytime, anywhere access for you and your clients, Black Diamond frees you to focus on serving clients and growing your business.

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Integration Partner Details

  • Category:Portfolio Accounting System
  • Integration Method:API

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