Black Diamond | Advent | SS&C

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Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

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About

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.The Black Diamond Rebalancer offers notifications on drift, portfolio cash needs and tax loss harvesting opportunities. The new capability offers N-tier modeling that enables advisors to manage models that can serve as building blocks when creating client investment strategies

Contacts

http://blackdiamond.advent.com/

https://twitter.com/BlackDiamond

Products / Services

Portfolio Management
Client Reporting
Rebalancer
Client Experience
Net Worth Reporting
Presentation
Billing
Alternative Investments

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 9

Partnership: 3

SmartRIA

Collaboration Tools, Communication Tools, Compliance, Document Management, Document Management

SmartRIA is a compliance software platform for wealth managers. We differentiate ourselves by solving more compliance problems in a single...

Integrations: 2

Partnership: 0

Everysk

Risk Profiling, TAMP

Everysk is a New York based financial technology company and the leading provider of risk workflows. We were born from...

Integrations: 2

Partnership: 0

factorE (Alphacore)

Risk Profiling, TAMP

factorE is a wealthtech tool built for intelligent investing. Powered by machine learning, factorE uncovers the risks and exposures of...

Integrations: 1

Partnership: 0

ACA Compliance Group

Compliance, Risk Profiling, Security, TAMP

ACA Compliance Group (ACA) is a leading global provider of governance, risk, and compliance advisory services and technology solutions. We...

Integrations: 1

Partnership: 0

Ascendant Compliance Manager (ACM)

Communication Tools, Compliance, Marketing, Security

For compliance teams, pulling it all together is a complex and laborious process fraught with the perils of what might...

Integrations: 20

Partnership: 0

BlazePortfolio

Rebalancing, Risk Profiling, TAMP, Trading

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable...

Integrations: 4

Partnership: 0

Chicago Clearing Corporation (CCC)

Analytics

Chicago Clearing Corporation (CCC) is the securities and antitrust class action claims recovery specialist. Outsourcing to CCC eliminates the burden...

Integrations: 5

Partnership: 0

AppCrown

Broker-Dealer Platforms, CRM, Custodial Platforms

Integrations: 7

Partnership: 0

BOX.com

Content Management, Content Management, Document Management, Document Management

Box is a popular cloud-based, file sharing solution, designed for use by enterprises to store business documentation and collaborate on...

Integrations: 1

Partnership: 0

Chaikin Analytics

Analytics, Investment Research

Chaikin Analytics (formerly Chaikin Power Tools), which launched in March 2011, is a suite of stock research tools and portfolio...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 3

Partnership: 0

FactSet

Analytics, Investment Research

FactSet consolidates data on global markets, public and private companies, and equity and fixed-income portfolios. The company gives its clients...

Integrations: 7

Partnership: 0

iRebal | TD Ameritrade

Rebalancing, Tax Planning, Trading

iRebal®, the intelligent rebalancer, is a customizable, rule-based program designed to reduce the legwork in complex investment management and rebalancing...

Integrations: 25

Partnership: 0

Junxure

CRM

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...

Integrations: 13

Partnership: 4

LifeYield, LLC

Financial Planning, Portfolio Management, Rebalancing, Tax Planning

LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer and Co-Founder, and his father, Nobel Prize-winning economist...

Integrations: 1

Partnership: 0

Moody’s Analytics

Analytics, Investment Research, Risk Profiling, TAMP

Moody’s Analytics provides financial intelligence and analytical tools supporting our clients’ growth, efficiency and risk management objectives. The combination of...

Integrations: 16

Partnership: 0

Morningstar

Investment Research

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...

Integrations: 21

Partnership: 0

Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...

Integrations: 43

Partnership: 0

Practifi

Analytics, Broker-Dealer Platforms, CRM, Marketing

Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...

Integrations: 7

Partnership: 0

Quovo | Plaid

Account Aggregation

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as...

Integrations: 23

Partnership: 0

RedBlack

Investment Research, Rebalancing, Trading

RedBlack is the independent market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration....

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 8

Partnership: 0

RIA in a Box

Account Aggregation, Trading

RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative...

Integrations: 13

Partnership: 0

Salesforce Financial Services Cloud

CRM

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial...

Integrations: 5

Partnership: 0

Salentica | SS&C

CRM

Investing in a CRM solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that...

Integrations: 2

Partnership: 0

Skience

Account Aggregation, Broker-Dealer Platforms, CRM

The Skience platform is built on fifteen years of experience and problem-solving within the broker-dealer community; our enterprise clients benefit...

Integrations: 20

Partnership: 0

VEO One | TD Ameritrade

Custodial Platforms

Veo One brings your existing Veo Integrated third-party technology applications onto one platform to offer a complete view of your...

Integrations: 42

Partnership: 0

Wealthbox

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Integrations: 9

Partnership: 0

Wealthscape | Fidelity

Custodial Platforms, Portfolio Management, Rebalancing

Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms...

Integrations: 16

Partnership: 0

XLR8 | Concenter Services

CRM

Concenter Services has been a Salesforce Partner since 2010, and is committed to delivering extraordinary and unmatched product and service...

Integrations: 7

Partnership: 0

Cheshire Wealth Manager

Analytics, Financial Planning

Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and...

Integrations: 12

Partnership: 0

Asset-Map

College Planning, Financial Planning, Retirement Planning

Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Through Asset-Map, advisors are able to see such data...

Partnership

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