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Black Diamond

🌎 blackdiamond.advent.com

Black Diamond is a wealth management platform that provides innovative, cloud-based tools designed to enhance the client experience in investment management. Originally launched in 2005, it was acquired by Advent in 2011, which was subsequently acquired by SS&C in 2015. The platform focuses on delivering sophisticated portfolio reporting, client communication, and performance reporting services.

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Black Diamond - Latest News and Updates

• Black Diamond has shifted focus to enhancing tax season efficiency with their Rebalancer and improving client conversations through a new reporting flexibility initiative.
• Black Diamond introduces the 'Group By Anything Initiative' to enhance client engagement through meaningful conversations.
• OmniStar Financial Group, led by President Phillip L. Clark, has chosen Black Diamond as their new all-in-one solution following the retirement of Morningstar Office.
• Black Diamond is hiring a Business Operations Analyst to join their Wealth and Investment Technology group in Jacksonville, FL.
• Cap Puckhaber of Black Diamond Solutions hosts the Simple Finance Blog, offering strategies for investing amid market volatility.

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