Black Diamond
Portfolio Management
active
Jacksonville, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.2
(2 ratings)Active: 2Former: 0
Features
4.4
(2 ratings)Active: 2Former: 0
Reliability
3.9
(2 ratings)Active: 2Former: 0
Performance
4.0
(2 ratings)Active: 2Former: 0
Security
4.3
(2 ratings)Active: 2Former: 0
Value for Money
4.1
(2 ratings)Active: 2Former: 0
Customer Service
4.1
(2 ratings)Active: 2Former: 0
Ease of Use
3.8
(2 ratings)Active: 2Former: 0
Integrations
4.0
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About Black Diamond
Black Diamond is a portfolio management platform designed for financial advisors to manage client investments and provide comprehensive reporting.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Portfolio management
client reporting
performance analytics
billing and invoicing
client portal
Pros
Comprehensive reporting
user-friendly interface
excellent customer support
Cons
High cost
complex setup process