Platform Partner: Riskalyze
Portfolio AnalyticsPinpoint your client’s risk tolerance and then build their portfolio to meet those expectations and quantify suitability.
Perks of Partnership
Incorporate risk numbers, probability charts, and risk/reward heatmaps into Black Diamond.
Enjoy seamless navigation between systems with single-sign-on.
Display Black Diamond portfolio, account, and holdings data within Riskalyze.
Enhance client dialogue by incorporating Riskalyze content into presentations and the Client Experience portal.