Add Your Solution

Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Fintech Integration Marketplace / Wealth Management / Portfolio Management

Categories

View All View All
Wealth Management
Payments
Insurance
Security
Banking
Other
Hide

Black Diamond | Advent | SS&C

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

Website

http://blackdiamond.advent.com/

Contacts

https://twitter.com/BlackDiamond

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

Companies that integrate with Black Diamond

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

ACA Compliance Group
ACA Compliance Group
ACA Compliance Group (ACA) is a leading global provider of governance, risk, and compliance advisory services and technology solutions.
#Compliance #Risk Profiling #Security
AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
#Rebalancing #Trading
Advizr
Advizr | Orion Advisors Services
Advizr is a simple, personalized tool to help employees achieve their financial goals, whether they’re paying off student loans or saving for retirement.
#Financial Planning
ACM
Ascendant Compliance Manager (ACM)
ACM’s compliance management platform makes it easy to monitor offices, facilitate communication, meet regulatory requirements, build and maintain a library of documentation, track workflow, map risk, and complete post-trade compliance testing and reporting.
#Compliance #Communication Tools #Marketing #Security
Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
#Financial Planning #College Planning #Retirement Planning
BlazePortfolio
BlazePortfolio
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
#Rebalancing #Risk Profiling #Trading
Box.com
BOX.com
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
#Document Management #Content Management
Chaikin Analytics
Chaikin Analytics
Chaikin Analytics is a groundbreaking stock research and analysis platform, created by stock market expert Marc Chaikin.
#Analytics #Investment Research
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
Cheshire Wealth Manager
Cheshire Wealth Manager
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.
#Financial Planning #Analytics
Chicago Clearing Corporation
Chicago Clearing Corporation (CCC)
Chicago Clearing Corporation (CCC) is the securities and antitrust class action claims recovery specialist.
#Analytics
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Everysk
Everysk
Everysk is a New York based financial technology company and the leading provider of risk workflows.
#Risk Profiling
factorE
factorE (Alphacore)
factorE is a portfolio analysis tool built to handle complex multi-asset portfolios with alternative strategies.
#Risk Profiling
FactSet Research Systems
FactSet
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
#Analytics #Investment Research
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
TD Ameritrade
iRebal | TD Ameritrade
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
#Rebalancing #Trading #Tax Planning
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
Kwanti
Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.
#Analytics #Investment Research
LifeYield
LifeYield, LLC
LifeYield is helping thousands of investors, advisors, and firms improve financial outcomes and increase overall tax-efficiency at the household-level.
#Tax Planning #Financial Planning #Rebalancing #Portfolio Management
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
Moody's Analytics
Moody’s Analytics
Moody’s Analytics provides financial intelligence and analytical tools.
#Analytics #Risk Profiling #Investment Research
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Morningstar
Morningstar TRX
Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.
#Rebalancing #Analytics #Trading #Portfolio Reporting #Tax Planning
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Portfolio Management #Trading #Investment Research #Health Insurance #Retirement Planning #Portfolio Reporting #Lending
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
Quovo
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
#Account Aggregation
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RIA in a Box
RIA in a Box
RIA in a Box® provides the leading compliance solution for investment advisers.
#Account Aggregation #Trading
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Trading #Portfolio Management #Proposal Generation
RiXtrema
RiXtrema
Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers.
#Retirement Planning #Analytics #Financial Planning #Risk Profiling
Salentica
Salentica | SS&C
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
#CRM
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
Skience
Skience
Skience powered by The Athene Group, is an industry-leading digital transformation platform for broker-dealers and RIAs that provides wealth managers with an efficient way to unify their technology, increase back-office and advisor productivity,
#Broker-Dealer Platforms #Account Aggregation #CRM
SmartRIA
SmartRIA
SmartRIA is a US-based software company serving wealth managers in the Americas and EU
#Compliance #Collaboration Tools #Communication Tools #Document Management
Smartx Advisory
SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award winning turnkey asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure.
#Portfolio Management #TAMP #Investment Research #Portfolio Reporting
StratiFi
STRATiFi
StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk.
#Risk Profiling #Analytics #Financial Planning
Tolerisk
Tolerisk
Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.
#Risk Profiling #Retirement Planning
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
#Risk Profiling #Portfolio Reporting
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM
Fidelity
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
#Custodial Platforms #Rebalancing #Portfolio Management
XLR8
XLR8 | Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
#CRM

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Black Diamond

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.