Case Study: Decker Wealth Management achieves institutional‑grade tech and streamlined client portfolio management with Black Diamond Wealth Platform

Decker Wealth Management - Customer Case Study

Decker Wealth Management, a Nashville-based financial planning and wealth management firm managing $400 million in AUM and founded in 2009, needed to build a technology-forward RIA that could deliver mathematically informed portfolio construction, robust performance reporting, and a modern client experience comparable to large institutional firms. To meet those needs from day one, Decker selected the Black Diamond Wealth Platform as its core portfolio management and reporting solution.

The Black Diamond Wealth Platform delivered comprehensive portfolio management, customizable performance reporting, and a mobile client app and portal—providing instant feedback on what’s working in portfolios, configurable asset classifications, and time savings by presenting live reports in prospect meetings. As a result, Decker Wealth Management launched a technology experience that rivals the biggest firms, improved operational efficiency in managing $400M AUM, enhanced client engagement via the mobile app, and gained a long-term technology partner to support future growth.

Decker Wealth Management

William Decker

Founder and President