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Average Ratings 0 Ratings

Total
ease
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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Magic Monitor
MoneyGuide
NetBox
NetVR
Nitrogen
OnGuard
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com

Integrations

Magic Monitor
MoneyGuide
NetBox
NetVR
Nitrogen
OnGuard
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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/

Product Features

Product Features

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