Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance your automation processes and improve advisor efficiency with our all-in-one digital wealth management platform. Create a more cohesive and connected experience in digital wealth management. Identify your primary challenge, and we will lead you to the most suitable solution. Our goal is to provide a seamless and integrated digital wealth management experience for your advisors. We offer comprehensive software that effectively manages the digital wealth landscape. Address the wealth requirements of advisors and clients across various sectors, including investments, banking, and insurance, on a robust platform that aligns with your existing technology ecosystem. Inconsistent and disconnected data can hinder decision-making and outcomes. We employ a unique methodology to streamline and unify your data effectively. Our user-friendly applications accelerate market readiness and facilitate smarter, quicker decision-making. By merging our extensive wealth management knowledge with enterprise software expertise, we deliver tailored, innovative solutions designed to meet your business needs. Our commitment is to ensure that you remain at the forefront of wealth management technology.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
MoneyGuide
No
Nitrogen
No
ProTracker Advantage
No
RightCapital
No
SS&C Family Office Services
No
Wealth.com
No
Integrations
MoneyGuide
Yes
Nitrogen
Yes
ProTracker Advantage
Yes
RightCapital
Yes
SS&C Family Office Services
Yes
Wealth.com
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Advisor360°
Country
United States
Website
www.advisor360.com
Vendor Details
Company Name
SS&C Advent
Founded
1983
Country
United States
Website
blackdiamond.advent.com