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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

Optimize every facet of your back-office operations with Garradin, Bravura’s all-encompassing solution for private wealth and portfolio administration, which empowers you to oversee all your administrative and reporting requirements through one unified system. As a top-tier private wealth and portfolio administration tool, Garradin is specifically designed to cater to the varied administration demands of multiple investment vehicles, such as retail and wholesale wealth management, trusts and estates, SMSFs, managed accounts, fund accounting, and taxation. With its foundation on an open and scalable architecture, Garradin offers a modular and easily customizable framework that provides extraordinary flexibility and operational efficiency, aiding in your business's expansion. By integrating your systems into one platform, your organization can establish a forward-looking foundation that prioritizes improving customer satisfaction, business performance, and compliance measures. The Garradin platform not only streamlines your operations but also positions you to leverage the most comprehensive private wealth management solution available today, ultimately fostering a more robust and future-ready business environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuide
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com

Integrations

MoneyGuide
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Bravura Solutions

Country

Australia

Website

www.bravurasolutions.com/service/garradin/

Product Features

Product Features

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