Case Study

AdvicePeriod

Built a technology–forward, modern wealth management firm with Black Diamond as the core system of their tech-stack.

The AdvicePeriod team set out seeking a core platform that could support a growing multi-office business. The cloud-based Black Diamond® Wealth Platform was the perfect fit. Robust performance reporting, portfolio management, and rebalancing capabilities complemented by deep integrations centralized their operations and boosted productivity. The added benefit of continuous platform innovation based on firm feedback made Black Diamond the cornerstone of their business.