Case Study: Reby Advisors achieves streamlined, tax-efficient rebalancing and time savings with Black Diamond Wealth Platform

Reby Advisors - Customer Case Study

Reby Advisors, a fiduciary financial planning and investment management firm in Danbury, CT managing $400M across 600 households, was a long‑time user of the Black Diamond Wealth Platform but lacked an efficient, integrated rebalancing tool. The firm struggled with a third‑party, standalone rebalancer that was difficult to use, slowed workflows, and prevented them from fully maximizing their Black Diamond investment.

Reby implemented Black Diamond Wealth Platform’s Rebalancer (added in 2019), gaining a tightly integrated, automated solution with an intuitive UI, proactive dashboard alerts, tax‑loss harvesting recognition, and automated workflows. The switch streamlined and automated rebalancing firm‑wide, produced significant time savings by replacing manual research, enabled proactive client outreach, and helped Reby demonstrate and capture tax savings for clients while consolidating investment management on Black Diamond.

Reby Advisors

Devone McLeod

Certified Financial Planner