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Visit WebsiteAdvicePeriod - Customer Case Study
AdvicePeriod
Steve Lockshin
Founder and Chief Executive Officer
Black Diamond Wealth Platform
Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. In addition, proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service.
Case Studies
Showing 20 Black Diamond Wealth Platform Customer Success Stories
Archvest Wealth Advisors - Customer Case Study
Archvest Wealth Advisors
Eric Lai
Chief Executive Officer and Co-Founder
Aspen Private Advisors - Customer Case Study
Aspen Private Advisors
Jeremy Sorenson
Co-Founder
Atlas Brown - Customer Case Study
Atlas Brown
Tim Corley
Senior Vice President
Beaumont Financial Partners - Customer Case Study
Beaumont Financial Partners
Brian Corcoran
Director of Operations and Trading
Berman McAleer - Customer Case Study
Berman McAleer
David Berman
CEO and Co-Founder
Caldwell Sutter Capital - Customer Case Study
Caldwell Sutter Capital
Chris Anderson
Chief Compliance Officer
Correct Capital Wealth Management - Customer Case Study
Correct Capital Wealth Management
Colin Day
CFP® and Financial Advisor
Decker Wealth Management - Customer Case Study
Decker Wealth Management
William Decker
Founder and President
Diversified Trust - Customer Case Study
Diversified Trust
Doug Turner
Principal and Director of Operations
Essex Financial - Customer Case Study
Essex Financial Services
Ronald Nelson
Chief Operating Officer
Forbes Family Trust - Customer Case Study
Forbes Family Trust
Christopher Fagley
Chief Operating Officer
J.P. King Advisors, Inc. - Customer Case Study
J.P. King Advisors, Inc.
Scott Horton
President
Key Client Fiduciary Advisors - Customer Case Study
Key Client Fiduciary Advisors
Eric Fishman
Founding Partner
Kimery Wealth Management - Customer Case Study
Kimery Wealth Management
Kevin Kimery
President and CEO
Klaas Financial - Customer Case Study
Klaas Financial
Josh Stirling
Portfolio Manager
Padilla Wealth Management - Customer Case Study
Padilla Wealth Management
Dion R. Padilla
President & Chief Executive Officer
Reby Advisors - Customer Case Study
Reby Advisors
Devone McLeod
Certified Financial Planner
Schechter Investment Advisors - Customer Case Study
Schechter Investment Advisors
Aaron Hodari
Managing Director and Chief Investment Officer
The Del Monte Group - Customer Case Study
The Del Monte Group
Angela Wright
President
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