Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Portfolio reporting and account management platform for RIAs with broad custodian and integration coverage.
Description
Black Diamond provides portfolio accounting and performance reporting with rebalancing and a client portal for advisory firms with integrations to major CRMs and custodians.
Integrations
Black Diamond has 57 integrations in our directory
Search below to find what you're looking for
- Act Analytics (Sustainalytics) Level 3
- AdvisorEngine CRM Level 3
- AdvisorPeak Level 1
- Andes Wealth Level 3
- AppCrown Level 4
- Arch Level 3
- Arcons Technology Suite Level 1
- Asset-Map Level 5
- AssetMark Level 3
- Atlas Point Level 1
- Betterment For Advisors Level 3
- Blaze Portfolio Level 3
- Canoe Intelligence Level 2
- Chaikin Analytics Level 4
- Cheshire Wealth Manager Level 1
- Comply (RIAInABox) Level 2
- eMoney Advisor Level 3
- Fabric Risk Level 1
- FactSet Level 3
- Fidelity Wealthscape Level 1
- Flyer Financial Technologies Level 4
- Goldman Sachs Custodial Solutions Level 2
- Hidden Levers Level 3
- Income Conductor Level 2
- Income Lab Level 1
- intelliflo Red/Black Level 1
- iRebal Level 1
- Kwanti Level 3
- Libretto Level 1
- MoneyGuide Level 3
- Morningstar Office Level 3
- Nitrogen Wealth Level 4
- Pershing Level 3
- Plaid Level 2
- PractiFI Level 3
- Redtail Level 5
- RightCapital Level 3
- RiXtrema Level 3
- Salentica Elements Level 5
- Salesforce Level 2
- Schwab Advisor Center Level 2
- Skience Level 1
- SmartLeaf Level 3
- SmartRIA Level 4
- SmartX Advisory Level 3
- SSG Institutional Level 1
- StratiFi Level 3
- Tamarac Level 3
- Telemet Orion Level 1
- Tolerisk Level 3
- TradePMR Level 4
- Vanilla Level 3
- Wealthbox Level 3
- Wealthcare Level 3
- XLR8 Level 4
- YCharts Level 4
- YourEFolio Level 3
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
