at Financial Technnology Year
Please contact them if you have any questions.
Black Diamond Advisor Platform
from SS&C Black Diamond Wealth Solutions
Web-based advisor dashboard providing access to client accounts, reporting, analytics, and portfolio management capabilities.
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
Black Diamond Advisor Platform
Publicly available data, summarised using AI.
If you are the vendor, claim your page