Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Navigating the intricate and demanding landscape of wealth management involves various facets, from managing client relationships to ensuring compliance and conducting thorough reporting and rebalancing. The Black Diamond® Wealth Platform empowers you to focus on guiding your clients throughout their entire wealth journey. With its user-friendly dashboards, extensive features, intelligent integrations, and outstanding service, it simplifies the process of delivering an advanced and contemporary client experience. You can offer a customizable portfolio dashboard that grants your clients a personalized, on-demand view of their performance, anticipated income, asset allocations, activity summaries, and much more. Additionally, the two-way secure document vault facilitates a smooth experience for sending, storing, and auditing important files like custodial statements. Furthermore, the platform includes outside account aggregation, allowing you to examine net worth details and generate comprehensive balance sheet reports, enhancing overall financial visibility and planning. By leveraging these tools, wealth managers can significantly enhance their service offerings and client satisfaction.
Description
Organizations can transition to the BlueDiamond™ experience at their preferred pace, utilizing multi-technology readers, a comprehensive mobile application, and the capability to manage both mobile and physical credentials. This innovative mobile user experience empowers employees to convert any smartphone into a tool for easy, touchless access. Backed by Carrier’s two decades of expertise in mobile credential development, the BlueDiamond solution has deployed over 4,000,000 Bluetooth® locking devices across various sectors, such as Energy, Financial, Hospitality, and Real Estate. As part of the Carrier Healthy Buildings Program, LenelS2 proudly contributes to the BlueDiamond touchless access solution. Designed to integrate smoothly with current infrastructure while adhering to open credentialing standards, the BlueDiamond multi-technology access control readers are versatile, supporting standard output protocols for maximum compatibility. This flexibility allows organizations to enhance their security measures without needing extensive system overhauls.
API Access
Has API
No
API Access
Has API
No
Integrations
Magic Monitor
No
MoneyGuide
Yes
NetBox
No
NetVR
No
Nitrogen
Yes
OnGuard
No
ProTracker Advantage
Yes
RightCapital
Yes
SS&C Family Office Services
Yes
Wealth.com
Yes
Integrations
Magic Monitor
Yes
MoneyGuide
No
NetBox
Yes
NetVR
Yes
Nitrogen
No
OnGuard
Yes
ProTracker Advantage
No
RightCapital
No
SS&C Family Office Services
No
Wealth.com
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
SS&C Advent
Founded
1983
Country
United States
Website
blackdiamond.advent.com
Vendor Details
Company Name
LenelS2
Founded
1991
Country
United States
Website
www.lenels2.com/en/us/security-products/blue-diamond/