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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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