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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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

Product Features

Product Features

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