You don’t need another product. You need a partner.
From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding.
The Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.
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The Heart of
Your BusinessTransform your business with a comprehensive wealth management platform built for your success today, tomorrow, and beyond.
- Intuitive dashboards
- Cloud-based platform
- Automated daily data reconciliation
- Enhancements every six weeks
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Home to Your Client’s
Financial JourneyThrough an immersive portal, your clients have on-demand insight into their complete wealth picture.
- Fully customizable
- Compelling visualizations
- Secure document storage
- Anytime, anywhere mobile access
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Your Ultimate
Business PartnerWe combine high tech with high touch – an elite combination that ensures you maximize use of the platform.
- Collaborative implementation
- Dedicated service team
- Ongoing training & education
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All the Right
ConnectionsA vast ecosystem of integrated solutions empowers you to build a tech stack that saves time and enriches your firm’s overall experience.
- Network of over 45 solutions
- Direct custodial feeds
- Select platform partners
Upcoming Events
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2024 Emigrant Partners Leadership Summit
This exclusive event connects people with top executives from across Emigrant's network of leading wealth and asset management firms, providing strategic insights and relationship-building opportunities.
Fairmont Scottsdale Princess | Scottsdale, AZ
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4-16-2024 to 4-18-2024
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Evolve Conference 2024
Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond.
Hyatt Regency Lost Pines Resort & Spa | Lost Pines, TX
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5-6-2024 to 5-8-2024
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DeVoe Elevate 2024
The future of your RIA depends on your firm's organic growth strategy and next-gen talent. Are your people and your organization performing at their highest potential in these two critical areas? DeVoe Elevate is designed to help you maximize your performance in both.
Omni Scottsdale Resort & Spa At Montelucia | Scottsdale, AZ
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5-8-2024 to 5-10-2024
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![Hightower Advisor Summit 2024]()
Hightower Advisor Summit 2024
Hightower's largest conference of the year covering practice management, investing and holistic wealth management with an emphasis on peer-to-peer engagement.
Tucson, AZ
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5-13-2024 to 5-15-2024
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![WealthStack 2024]()
WealthStack 2024
WealthStack is the WealthTech pillar of Wealth Management EDGE.
EDGE covers three pillars – investment, productivity and growth. This makes the EDGE audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology and practice management ecosystems.
The Diplomat Beach Resort | Hollywood, Florida
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5-13-2024 to 5-16-2024
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![SYNERGY24]()
SYNERGY24
SYNERGY24 is designed to help your operations, services, and technology reach new heights as you surround yourself with industry thought-leaders.
Four Seasons Hotel | Las Vegas, NV
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5-22-2024 to 5-24-2024
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![INSITE 2024]()
INSITE 2024
Make meaningful connections with thousands of visionaries, decision-makers, influencers and the industry’s next generation. As an attendee, you’ll have countless opportunities to expand your knowledge — and your network.
Gaylord Opryland Resort & Convention Center | Nashville, TN
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6-4-2024 to 6-6-2024
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![Hightower Pinnacle 2024]()
Hightower Pinnacle 2024
Hightower Pinnacle dedicated to connecting advisory firm field professionals with thought leadership on operations, business development, technology, finance, human resources and marketing.
Chicago, IL
Learn More
9-24-2024 to 9-25-2024
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![Hightower Investment Forum 2024]()
Hightower Investment Forum 2024
Hightower Investment Forum focused on investment management, the markets, the economy and trends in asset classes.
Savannah, GA
Learn More
10-21-2024 to 10-23-2024
Awards
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WealthTech Americas Awards 2024
Best Client / Consolidated Reporting (US) - Black Diamond Wealth Platform
WINNER -
2023 Family Wealth Report Awards
Women in Wealth Technology - Jen Becher
WINNER -
Family Wealth Report Awards 2023
Compliance - Black Diamond Wealth Platform
WINNER -
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WealthTech Americas Award 2023
Data Management & Analysis
WINNER -
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WealthManagement.com 2022
Portfolio Management, Accounting & Performance Reporting
WINNER -
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WealthManagement.com 2022
Compliance
WINNER -
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Family Wealth Report 2022
Best Client Communications
WINNER -
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WealthTech Americas 2022
Overall US Wealthtech Provider
WINNER -
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WealthManagement.com 2021
Best Client Portal
WINNER -
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WealthManagement.com 2020
Best Rebalancing
WINNER -
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Family Wealth Report 2020
Best Portfolio Management
WINNER -
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WealthManagement.com 2019
Best Client Portal
WINNER -
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WealthManagement.com 2019
Best Portfolio Management, Accounting and Performance Reporting
WINNER -
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Family Wealth Report 2019
Best Client Reporting
WINNER -
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WealthManagement.com 2016
Best Account Aggregation
WINNER -
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Family Wealth Report 2016
Best Client Communications
WINNER -
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FTF News
Best Client Reporting Solution
WINNER -
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WealthManagement.com 2015
Best Client Portal
WINNER -
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WealthManagement 2015
Best Portfolio Management
WINNER -
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FTF News
Best Client Reporting Solution
WINNER
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
