Black Diamond Wealth Solutions

sscblackdiamond.com

WebiOSAndroidAPI

Spec score 8.1 #4 of 30 in Investment Accounting Software

What it is

Black Diamond Wealth Solutions is a paid, connected technology platform for wealth and investment management firms. It combines portfolio management and reporting with performance reporting, allocation analysis, risk analysis, and tax-lot tracking across multiple asset classes. Trading and rebalancing tools support portfolio workflows, while investment management includes managed models, personalized proposals, and outsourced trading and rebalancing services. A firm-branded client portal offers configurable portfolio views, communications, and a secure document vault. Integrations span custodians, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital. The API supports real-time and bulk financial data, workflow automation, data management, compliance reporting, and custom software. Clients can access reconciliation information through a network of over 800 custodians and prime brokers. Compliance tools include tests, dashboards, transaction surveillance, and case management supporting FINRA, SEC, CIRO, and AML/Bank Secrecy Act regulations. Web, iOS, Android, and API access are listed; pricing is by request and there is no free plan.

Spec sheet

Product: Black Diamond Wealth Solutions is a connected technology platform for wealth and investment management firms.Read 9 Oct 2026 · sscblackdiamond.com
Free plan: NoRead 20 Sep 2026 · sscblackdiamond.com
API: The site describes an API for real-time and bulk financial data, workflow automation, data management, compliance reporting, and custom software.Read 9 Oct 2026 · sscblackdiamond.com
Integrations: The integration network includes custodial, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital.Read 9 Oct 2026 · sscblackdiamond.com
Security: The compliance solution is described as hosted in secure data centers with advanced security protocols.Read 9 Oct 2026 · sscblackdiamond.com
Compliance: Compliance tools include customizable tests, dashboards, transaction surveillance, and case management, and support FINRA, SEC, CIRO, and AML/Bank Secrecy Act regulations.Read 9 Oct 2026 · sscblackdiamond.com
Support: The company describes unified support for users across its solutions and provides a client service team contact.Read 9 Oct 2026 · sscblackdiamond.com
Headquarters: Windsor, Connecticut, United StatesRead 28 Sep 2026 · sscblackdiamond.com
Founded: 2005Read 28 Sep 2026 · sscblackdiamond.com
Allocation analysis: YesRead 20 Sep 2026 · sscblackdiamond.com
Asset class coverage: multi_asset_alternativesRead 20 Sep 2026 · sscblackdiamond.com
Client portal: The client experience includes a firm-branded portal with configurable portfolio views, communication tools, and a secure document vault.Read 9 Oct 2026 · sscblackdiamond.com
CRM: The CRM offering provides options built around Salesforce and Microsoft Dynamics 365.Read 9 Oct 2026 · sscblackdiamond.com
Custody network: Black Diamond clients can access account-level reconciliation information through a network of over 800 custodians and prime brokers.Read 9 Oct 2026 · sscblackdiamond.com
Investment management: Investment management capabilities include managed models, personalized proposals, and outsourced trading and rebalancing services.Read 9 Oct 2026 · sscblackdiamond.com
Mobile access: The client experience supports 24/7 access across devices, and the site describes a Black Diamond mobile app.Read 9 Oct 2026 · sscblackdiamond.com
Performance reporting: YesRead 20 Sep 2026 · sscblackdiamond.com
Portfolio reporting: The platform includes portfolio management and reporting tools for wealth firms.Read 9 Oct 2026 · sscblackdiamond.com
Risk analysis: YesRead 20 Sep 2026 · sscblackdiamond.com
Tax-lot tracking: YesRead 20 Sep 2026 · sscblackdiamond.com
Trading: Its trading and rebalancing offering supports portfolio trading and rebalancing workflows.Read 9 Oct 2026 · sscblackdiamond.com
Who it serves: The company lists RIAs, breakaway advisors, broker-dealers, family offices, banks and trust companies, asset managers, retirement services providers, and foundations as audiences.Read 9 Oct 2026 · sscblackdiamond.com

Plans and prices

Black Diamond Wealth Solutions Priced on request Pricing by request; the site offers a demo request Read 9 Oct 2026 · sscblackdiamond.com

Every Black Diamond Wealth Solutions plan and price →

Strong points and limits

Strong points

Covers multiple asset classes
Includes performance, allocation, risk, and tax-lot analysis
Firm-branded portal with secure document vault
API supports data and workflow automation
Network includes over 800 custodians and prime brokers

Limits

Pricing is available only on request
No free plan is listed
Compliance support is described for specified regulations

Who it suits

The platform is aimed at RIAs, broker-dealers, family offices, banks, trust companies, asset managers, retirement providers, foundations, and breakaway advisors. Firms seeking portfolio reporting, trading, compliance, and client-portal functions may consider it.

Verdict

Black Diamond Wealth Solutions offers a broad set of wealth-management, reporting, trading, compliance, and client-experience capabilities across web and mobile access. Buyers should request pricing and verify that the listed integrations and regulatory coverage match their operating model.