Provides a customizable client portal with portfolio performance reporting, document vault, secure messaging, mobile access, and financial planning tools integration. Allows for branded experiences and custom content delivery.
More about Black Diamond (SS&C Technologies)
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
More High-Net-Worth Client Portals
More Wealth Management ...
|
Multi-factor authentication Requires multiple forms of verification before granting access to sensitive financial information |
Black Diamond supports multi-factor authentication as part of its enterprise-grade security for client portals. | |
|
Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login |
Industry documentation and support materials indicate Black Diamond supports biometric authentication on its mobile app (fingerprint, Face ID). | |
|
End-to-end encryption All data transmitted between client and bank is encrypted to prevent interception |
Marketing and security documents state Black Diamond uses end-to-end encryption for all client communication and document storage. | |
|
IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions |
No information available | |
|
Session timeout controls Automatically logs users out after a period of inactivity |
No information available | |
|
Access controls granularity Ability to customize different levels of access for family members, advisors, or staff |
Administration and user guides confirm role-based access controls, with customizable permission levels for clients, family office, and advisors. | |
|
Audit logging Records all user activities and changes within the portal for compliance purposes |
Audit trails and logging are referenced in compliance materials for Black Diamond's portal. | |
|
Data loss prevention Controls that prevent unauthorized downloading or sharing of sensitive information |
No information available | |
|
Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements |
Black Diamond offers a secure document vault with encrypted storage for sensitive client documents. | |
|
Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2) |
Public statements and third-party attestations show Black Diamond holds SOC 2 and GDPR compliance. | |
|
Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions |
Security documentation describes real-time monitoring for suspicious activity such as anomalous login or access patterns. | |
|
Password complexity requirements Enforces strong password policies to prevent unauthorized access |
Portal security policies enforce password complexity requirements. |
|
Real-time portfolio valuation Up-to-the-minute valuation of all assets and investments |
Product materials and client testimonials describe real-time portfolio data across custom-branded portals. | |
|
Performance tracking Ability to monitor portfolio performance against benchmarks and goals |
Black Diamond provides performance tracking vs custom benchmarks and client goals. | |
|
Asset allocation visualization Visual representation of portfolio allocation across asset classes |
Dashboards include asset allocation visualization. | |
|
Historical performance analysis Access to long-term performance data with customizable date ranges |
10 Historically, clients can customize performance analysis date ranges to at least 10 years based on product documentation. |
|
|
Risk assessment tools Analytics that measure and visualize portfolio risk metrics |
Black Diamond offers risk analytics and stress testing tools. | |
|
What-if scenario modeling Tools to model potential portfolio changes before execution |
What-if scenario modeling is covered in financial planning/integration modules. | |
|
Tax impact analysis Projection of tax implications for investment decisions |
Integration with tax planning software and projection tools is referenced in integrations documentation. | |
|
Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles |
Alternative investment tracking cited in feature overviews (for assets like PE, RE, collectibles, etc). | |
|
Currency conversion Ability to view portfolio in multiple currencies |
The portal provides multi-currency reporting and conversion. | |
|
ESG scoring Environmental, Social, and Governance metrics for investments |
ESG scoring/analytics available via integrations or add-ons. | |
|
Data refresh frequency How often portfolio data is updated in the system |
1 Data refresh in real time or at least daily for core holdings. |
|
|
Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios |
Portfolio stress testing is part of risk and planning modules. | |
|
Custom benchmark creation Ability to create personalized benchmarks for performance comparison |
Users can set up and save custom benchmarks. |
|
Goal-based planning Tools to set, track, and adjust financial goals |
Black Diamond includes sophisticated goal-based planning tools. | |
|
Retirement planning Specialized tools for retirement income projection and planning |
Retirement planning is offered as part of the financial planning integrations. | |
|
Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer |
Estate planning document vault and integration features are promoted on product pages. | |
|
Tax optimization strategies Features that provide tax planning insights and strategies |
Financial planning and tax optimization features supported by integration partners. | |
|
Cash flow forecasting Projection of future income, expenses, and liquidity needs |
Cash flow forecasting is a documented planning tool within the platform. | |
|
Monte Carlo simulation Statistical modeling to project the probability of various outcomes |
Monte Carlo simulation capabilities included in planning modules and reporting. | |
|
Charitable giving planning Tools to optimize philanthropic strategies and impact |
No information available | |
|
Education funding planning Features for planning and tracking education savings goals |
Education planning tools are available as dedicated modules in the planning suite. | |
|
Insurance coverage analysis Tools to assess insurance needs and coverage adequacy |
No information available | |
|
Multi-generational planning Features that facilitate planning across multiple generations |
Support for multi-generational access, reporting, and legacy planning. | |
|
Scenario comparison Ability to compare different financial planning scenarios side-by-side |
Scenario comparison is available in financial planning modules. | |
|
Life event planning Tools for planning around major life events (marriages, births, etc.) |
No information available |
|
Secure messaging Encrypted communication channel between clients and advisors |
The portal supports secure client-advisor messaging. | |
|
Video conferencing integration Built-in or integrated video meeting capabilities |
Video conferencing integration available via third-party platforms. | |
|
Document sharing Ability to securely share and collaborate on documents |
Document sharing is a core feature of the platform. | |
|
Co-browsing capability Allows advisors to navigate the portal simultaneously with clients |
No information available | |
|
Digital signature capabilities Legally-binding electronic signature functionality for documents |
Digital signature supported by integration with DocuSign and similar services. | |
|
Meeting scheduling Self-service appointment booking with wealth management team |
Calendar and scheduling tools included for advisor meetings. | |
|
Team directory Easy access to contact information for all wealth management team members |
Team directories and organizational contacts can be managed in the portal. | |
|
Notification preferences Customizable alerts and communication preferences |
Users can configure notification options and communication preferences. | |
|
Activity feed Chronological display of account activities, communications, and updates |
Chronological activity feeds present in dashboards. | |
|
Family communication hub Tools for communication among family members about wealth matters |
The platform supports family communication features, enabling family members to access information and communicate securely. | |
|
Advisory team response time Guaranteed response time for client inquiries |
No information available |
|
Dashboard customization Ability for clients to arrange and prioritize dashboard elements |
Individual dashboard widgets and homepage layout can be customized per user/client. | |
|
White-labeling options Ability to customize branding elements for family offices |
White-labeling and branding customization is a supported feature according to product overviews. | |
|
Custom reporting Ability to create personalized reports with selected data points |
Users and advisors can create custom reports with chosen data fields. | |
|
Language options Availability of multiple languages for international clients |
2 English and Spanish language options are referenced; may add more as needed. |
|
|
Personalized insights AI-driven personalized recommendations and observations |
Personalized AI/analytics features are promoted in Black Diamond marketing. | |
|
Custom alert thresholds Ability to set personalized notification triggers for various events |
Custom alerts and notification thresholding configurable for users. | |
|
Theme options Visual customization including dark mode and color schemes |
Theme options such as dark mode are available according to recent platform updates. | |
|
Accessibility features Compliance with accessibility standards for clients with disabilities |
ADA and accessibility standards are referenced in compliance documentation. | |
|
Custom categorization Ability to create custom categories for assets, transactions, or documents |
Custom grouping and categorization of portfolio assets, transactions, and documents is supported. | |
|
Data export options Flexibility in exporting data in various formats (PDF, Excel, etc.) |
Data can be exported in PDF, Excel, and other formats. | |
|
Custom benchmarks Ability to define custom performance benchmarks |
Users can create and manage custom benchmarks for reporting. |
|
Wire transfer capabilities Ability to initiate and approve wire transfers within the portal |
Not as far as we are aware.* Wire transfer initiation is not natively supported in Black Diamond as of current documentation; transaction features are limited to reporting not execution. | |
|
Bill payment Integrated bill payment functionality |
No information available | |
|
Foreign currency transactions Support for transactions in multiple currencies |
No information available | |
|
Transaction history retention Length of time transaction data is retained and accessible |
7 Transaction history and statement archives accessible for up to 7 years, based on industry standard retention. |
|
|
Transaction categorization Automatic and manual categorization of transactions |
Transaction categorization features are available, both manual and automated. | |
|
Spending analysis Tools to analyze spending patterns and trends |
Spending analysis and visualization included in modern portal platforms. | |
|
Transaction approval workflows Multi-level approval processes for large transactions |
No information available | |
|
Recurring transaction setup Ability to schedule regular payments or transfers |
No information available | |
|
Check deposit capabilities Remote check deposit functionality |
No information available | |
|
Credit and lending management Features to monitor and manage credit lines and loans |
Credit and lending management features are tracked in the platform; manual input may be required. | |
|
Transaction limits Customizable limits on transaction amounts |
No information available | |
|
Real-time transaction notification Immediate alerts for account transactions |
Real-time transaction alerting and notifications included in standard portal notifications. |
|
Secure document storage Encrypted storage for sensitive financial and legal documents |
All stored documents use encrypted storage as a requirement. | |
|
Document categorization Ability to organize documents in folders or with tags |
Document folders and tagging is supported for client documents. | |
|
Statement archive Historical archive of account statements |
7 Statements archived and accessible for 7 years, matching retention guidelines. |
|
|
Document search capabilities Full-text search across stored documents |
Document search, including full-text, is available in the vault. | |
|
Tax document organization Specialized handling of tax-related documents |
No information available | |
|
Document version control Tracking of document revisions and changes |
No information available | |
|
Automatic document recognition AI-based categorization of uploaded documents |
No information available | |
|
Document sharing permissions Granular control over who can access specific documents |
Granular sharing permissions are supported to allocate document access. | |
|
Document expiration tracking Notifications for documents that require renewal or updates |
No information available | |
|
Bulk document upload Ability to upload multiple documents simultaneously |
Bulk upload is supported in the document vault for efficient onboarding. | |
|
Document storage capacity Total storage available for client documents |
No information available | |
|
Legal document templates Access to templates for common legal and financial documents |
Document libraries include access to common legal templates. |
|
Native mobile app Dedicated mobile application optimized for smartphones |
iOS and Android apps are offered for the Black Diamond portal. | |
|
Tablet optimization Interface specifically designed for tablet devices |
The portal is optimized for tablets as well as phones and desktops. | |
|
Offline access capabilities Ability to view certain information without internet connection |
No information available | |
|
Cross-browser compatibility Consistent functionality across major web browsers |
Cross-browser compatibility is a design requirement for Black Diamond. | |
|
Mobile biometric login Using device biometrics (fingerprint, face recognition) for mobile authentication |
Mobile apps make use of device biometrics for logins. | |
|
Push notifications Mobile alerts for important account activities or updates |
Push notifications are available for mobile users. | |
|
Mobile check deposit Ability to deposit checks via mobile device camera |
Mobile check deposit is not a supported feature. | |
|
Mobile-specific security features Additional security measures for mobile access |
Mobile-specific security, such as encrypted local storage and remote wipe, is supported. | |
|
Cross-device synchronization Seamless transition between devices with synchronized data and preferences |
Cross-device sync is supported so user preferences and data are persistent. | |
|
App store rating Average user rating of mobile app in app stores |
No information available | |
|
Mobile app update frequency How often the mobile app is updated with new features or fixes |
No information available |
|
Team workspace Collaborative space for advisors and specialists serving the client |
Advisor and team collaboration is enabled by shared workspace functionality. | |
|
Client profile insights Comprehensive view of client preferences, history, and needs |
Comprehensive client profiles available for advisor teams. | |
|
CRM integration Connection with customer relationship management systems |
CRM integrations (Salesforce, Redtail, etc.) are an advertised feature of the platform. | |
|
Task assignment Ability to assign and track tasks among team members |
Task assignment and tracking features present in client collaboration workspace. | |
|
Meeting notes sharing Tools to document and share client meeting notes |
Meeting notes can be documented and shared with clients and the team. | |
|
Client communication history Complete record of all client interactions |
Complete communication history is stored and auditable. | |
|
Service-level tracking Monitoring of service quality and response times |
Service quality and advisor responsiveness are tracked via the platform. | |
|
Expert network access Ability to bring in specialized expertise when needed |
Specialist and expert network access supported through collaboration features. | |
|
Client feedback tools Systems to collect and act on client satisfaction data |
Client feedback modules or integrations available per feature roadmap. | |
|
Team performance analytics Metrics on team effectiveness and client service |
Team performance analytics are included for advisor oversight. | |
|
Referral tracking Tools to manage and track client referrals |
No information available | |
|
Relationship depth metrics Indicators of client relationship strength and engagement |
No information available |
|
External account aggregation Ability to pull in data from accounts at other institutions |
Aggregates data from multiple custodians and external financial institutions for a consolidated view. | |
|
Tax software integration Connection with tax preparation and planning tools |
Tax software integrations (like with Intuit, Holistiplan, etc.) are a feature. | |
|
Estate planning software integration Connection with specialized estate planning tools |
Estate planning software integration referenced for key partners (e.g., eMoney, Wealth.com). | |
|
Market data feeds Integration of real-time or near-real-time market information |
Market data feeds and investment quotes are part of core reporting features. | |
|
API availability Public APIs for custom integrations with other systems |
Public API documentation and integration guides available for developers. | |
|
Third-party app marketplace Ecosystem of pre-integrated third-party applications |
No information available | |
|
Accounting software integration Connection with accounting platforms for tax and financial planning |
Certified integrations exist with major accounting platforms. | |
|
Real estate platform integration Connection with real estate management or valuation systems |
No information available | |
|
Data export flexibility Ability to export data in multiple formats for use in other systems |
Extensive data export flexibility is stated in product specifications. | |
|
Third-party document integration Ability to import documents from external sources |
Import of third-party documents is supported. | |
|
Open banking compliance Adherence to open banking standards for data sharing |
No information available | |
|
Digital asset integration Connection with cryptocurrency and other digital asset platforms |
Crypto and digital asset connection partners are supported in Black Diamond's ecosystem. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.