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
Diamond is a data analytics tool that helps employers find untapped internal talent. Employers can reduce turnover and avoid employment litigation risk by using Diamond data. It helps increase workforce effectiveness by increasing equality and promoting diverse competences and ideas.
API Access
Has API
No
API Access
Has API
No
Integrations
MoneyGuide
Yes
Nitrogen
Yes
ProTracker Advantage
Yes
RightCapital
Yes
SS&C Family Office Services
Yes
Wealth.com
Yes
Integrations
MoneyGuide
No
Nitrogen
No
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
Diamond is priced based on an employer's size, complexity, and service needs.
Free Trial
Yes
Free Version
No
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
No
iPad App
No
Android App
No
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SS&C Advent
Founded
1983
Country
United States
Website
blackdiamond.advent.com
Vendor Details
Company Name
Ekdesk
Founded
2017
Country
United States
Website
ekdesk.com/Diamond
Product Features
Product Features
Employee Engagement
Benchmarking
Yes
Cultural Alignment
Yes
Employee Awards
No
Employee Guides
No
Employee Recognition
No
Feedback Management
No
Goal Management
No
Health & Wellness Programs
No
Performance Management
No
Pulse Surveys
Yes
Employee Monitoring
Activity Monitoring
No
Browsing History
No
Email Monitoring
No
Keystroke Recording
No
Productivity Analysis
No
Remote Control
No
Screen Activity Recording
No
Time & Attendance
No
Time Tracking
No
Recruiting
Assessments
No
Background Screening
No
CRM
No
Interaction Tracking
Yes
Internal HR
Yes
Interview Management
No
Job Board Posting
Yes
Job Requisition
No
Onboarding
No
Recruiting Firms
No
Reference Checking
No
Resume Parsing
No
Self Service Portal
No
Talent Management
Career Development Planning
No
Compensation Management
No
Competency Management
No
Employee Lifecycle Management
No
Goal Setting / Tracking
No
Job Description Management
No
Onboarding
No
Performance Appraisal
No
Recruiting Management
No
Succession Planning
No
Training Management
No