Black Diamond
1 creator use or recommend it
▲ 1 active in the last 90 days
A portfolio management and reporting platform used by financial advisors to track client investments and performance.
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What creators say
"We have an internal software that's like we'll look through Black Diamond, and they're adding in their current portfolio and then mapping that over to a Mason investment strategy... We want to show you Black Diamond, can get you set up, show you a..."
More from Sarah Baker →"It's pulling data from Holistiplan, it's pulling data from wealth.com, it's pulling from Wealthbox, it's pulling from Black Diamond, and it's putting it all in a format in charts and tables and words that are just there for you."
More from Ryan Townsley →
"you use Black Diamond and they use Black Diamond, well, that'll be a little bit easier for them to ingest"
More from Michael Kitces →Keep exploring
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