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BlackDiamond offers a unified solution for performance reporting, portfolio management, and client communication, providing advisors and clients with real-time access to investment information.
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
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Multi-factor authentication Requires multiple forms of verification before granting access to sensitive financial information |
BlackDiamond documentation and security overview specify multi-factor authentication as standard. | |
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Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login |
No information available | |
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End-to-end encryption All data transmitted between client and bank is encrypted to prevent interception |
End-to-end encryption is a fundamental part of BlackDiamond's data security documentation. | |
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IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions |
No information available | |
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Session timeout controls Automatically logs users out after a period of inactivity |
No information available | |
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Access controls granularity Ability to customize different levels of access for family members, advisors, or staff |
Access controls to allow differentiated client/advisor/staff permissions are described as key features on the Platform. | |
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Audit logging Records all user activities and changes within the portal for compliance purposes |
Audit logging for compliance tracking is noted as part of the compliance framework. | |
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Data loss prevention Controls that prevent unauthorized downloading or sharing of sensitive information |
BlackDiamond documentation refers to DLP and controls over information exporting. | |
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Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements |
Platform promotes a 'secure document vault' for sensitive document storage. | |
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Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2) |
SOC 2 Type II and/or other compliance certifications referenced in platform materials. | |
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Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions |
Automated suspicious activity monitoring for transactions/logins described in platform security brochure. | |
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Password complexity requirements Enforces strong password policies to prevent unauthorized access |
Strong password requirements detailed in user security guidance. |
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Real-time portfolio valuation Up-to-the-minute valuation of all assets and investments |
Platform advertises real-time or near real-time portfolio valuation. | |
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Performance tracking Ability to monitor portfolio performance against benchmarks and goals |
Performance tracking compared to benchmarks/goals standard in reporting. | |
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Asset allocation visualization Visual representation of portfolio allocation across asset classes |
Asset allocation visualizations highlighted as main dashboard feature. | |
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Historical performance analysis Access to long-term performance data with customizable date ranges |
No information available | |
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Risk assessment tools Analytics that measure and visualize portfolio risk metrics |
Risk analytics (including risk/return stats, VaR etc.) part of analytics suite. | |
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What-if scenario modeling Tools to model potential portfolio changes before execution |
What-if scenario modeling listed within proposal and analytical tools. | |
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Tax impact analysis Projection of tax implications for investment decisions |
Tax impact analysis and reporting referenced. | |
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Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles |
Specifically described ability to track private assets and alternatives. | |
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Currency conversion Ability to view portfolio in multiple currencies |
Multi-currency portfolio reporting and conversion promoted as a capability. | |
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ESG scoring Environmental, Social, and Governance metrics for investments |
ESG scoring and ESG views included via integrations and partnerships. | |
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Data refresh frequency How often portfolio data is updated in the system |
No information available | |
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Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios |
Stress testing is promoted as a feature, for both market shocks and scenario planning. | |
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Custom benchmark creation Ability to create personalized benchmarks for performance comparison |
Ability to create custom benchmarks is referenced in client reporting customizations. |
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Goal-based planning Tools to set, track, and adjust financial goals |
Financial goal planning and tracking are built-in capabilities. | |
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Retirement planning Specialized tools for retirement income projection and planning |
Retirement income and projection planning described in planning tools. | |
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Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer |
Estate planning integration part of platform integrations and workflows. | |
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Tax optimization strategies Features that provide tax planning insights and strategies |
Platform features include tax optimization and planning strategies. | |
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Cash flow forecasting Projection of future income, expenses, and liquidity needs |
Cash flow and liquidity planning in wealth planning modules. | |
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Monte Carlo simulation Statistical modeling to project the probability of various outcomes |
Monte Carlo simulation indicated in financial plan proposal tools. | |
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Charitable giving planning Tools to optimize philanthropic strategies and impact |
Charitable giving and philanthropic planning features in platform documentation. | |
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Education funding planning Features for planning and tracking education savings goals |
Education funding modeling is supported. | |
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Insurance coverage analysis Tools to assess insurance needs and coverage adequacy |
No information available | |
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Multi-generational planning Features that facilitate planning across multiple generations |
Multi-generational wealth planning described in platform strategy documentation. | |
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Scenario comparison Ability to compare different financial planning scenarios side-by-side |
Scenario comparison/planning described as part of goal-based and what-if analysis features. | |
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Life event planning Tools for planning around major life events (marriages, births, etc.) |
No information available |
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Secure messaging Encrypted communication channel between clients and advisors |
Platform supports encrypted messaging between clients and advisors. | |
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Video conferencing integration Built-in or integrated video meeting capabilities |
Integration with video conferencing reported in platform integration list. | |
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Document sharing Ability to securely share and collaborate on documents |
Document sharing and secure collaboration described fully. | |
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Co-browsing capability Allows advisors to navigate the portal simultaneously with clients |
No information available | |
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Digital signature capabilities Legally-binding electronic signature functionality for documents |
Electronic signature workflows enabled via partnerships/integrations. | |
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Meeting scheduling Self-service appointment booking with wealth management team |
Self-service meeting scheduling available for client-advisor coordination. | |
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Team directory Easy access to contact information for all wealth management team members |
Team/advisor directory is accessible through the portal. | |
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Notification preferences Customizable alerts and communication preferences |
Notification preferences and client alert choices supported. | |
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Activity feed Chronological display of account activities, communications, and updates |
No information available | |
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Family communication hub Tools for communication among family members about wealth matters |
Family communication hub for wealth sharing described among family office tools. | |
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Advisory team response time Guaranteed response time for client inquiries |
No information available |
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Dashboard customization Ability for clients to arrange and prioritize dashboard elements |
Clients can customize dashboard views based on priorities and preferences. | |
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White-labeling options Ability to customize branding elements for family offices |
White-labeling for branding family office portals highlighted. | |
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Custom reporting Ability to create personalized reports with selected data points |
Custom reporting is a market differentiator for BlackDiamond. | |
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Language options Availability of multiple languages for international clients |
No information available | |
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Personalized insights AI-driven personalized recommendations and observations |
AI-driven personalized insights and recommendations featured in marketing materials. | |
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Custom alert thresholds Ability to set personalized notification triggers for various events |
Custom alert thresholds for various triggers included in notification settings. | |
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Theme options Visual customization including dark mode and color schemes |
Dark mode and theme options available for end-users. | |
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Accessibility features Compliance with accessibility standards for clients with disabilities |
Accessibility features for ADA compliance and general accessibility are described. | |
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Custom categorization Ability to create custom categories for assets, transactions, or documents |
Clients may define their own categories for assets and transactions. | |
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Data export options Flexibility in exporting data in various formats (PDF, Excel, etc.) |
Exports supported in several formats (Excel, PDF, CSV, etc). | |
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Custom benchmarks Ability to define custom performance benchmarks |
Custom benchmarks are user-configurable for performance tracking. |
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Wire transfer capabilities Ability to initiate and approve wire transfers within the portal |
Wire transfer initiation and approvals described in integration with banking side. | |
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Bill payment Integrated bill payment functionality |
Integrated bill payment features described in product sheet. | |
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Foreign currency transactions Support for transactions in multiple currencies |
Foreign currency transactions supported via multi-currency features. | |
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Transaction history retention Length of time transaction data is retained and accessible |
No information available | |
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Transaction categorization Automatic and manual categorization of transactions |
Automatic/manual transaction categorization described in banking features. | |
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Spending analysis Tools to analyze spending patterns and trends |
Spending analysis and pattern recognition is part of dashboard analytics. | |
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Transaction approval workflows Multi-level approval processes for large transactions |
Approval workflows for large or sensitive transactions advertised. | |
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Recurring transaction setup Ability to schedule regular payments or transfers |
Recurring payment scheduling included as platform functionality. | |
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Check deposit capabilities Remote check deposit functionality |
Check deposit available via mobile app according to documentation. | |
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Credit and lending management Features to monitor and manage credit lines and loans |
Credit line and loan tracking integrated in banking tab. | |
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Transaction limits Customizable limits on transaction amounts |
Transaction limits can be customized for users/accounts. | |
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Real-time transaction notification Immediate alerts for account transactions |
Instant transaction notifications described as core alert feature. |
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Secure document storage Encrypted storage for sensitive financial and legal documents |
Secure document storage forms the basis of document vault functionality. | |
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Document categorization Ability to organize documents in folders or with tags |
Clients can categorize and tag documents for organization. | |
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Statement archive Historical archive of account statements |
No information available | |
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Document search capabilities Full-text search across stored documents |
Full-text document search described as available in document center. | |
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Tax document organization Specialized handling of tax-related documents |
Tax document organization is included for annual and quarterly records. | |
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Document version control Tracking of document revisions and changes |
Document version control available for collaborative work. | |
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Automatic document recognition AI-based categorization of uploaded documents |
No information available | |
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Document sharing permissions Granular control over who can access specific documents |
Document permissions can be set at user and group level. | |
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Document expiration tracking Notifications for documents that require renewal or updates |
No information available | |
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Bulk document upload Ability to upload multiple documents simultaneously |
Bulk upload described in the upload document workflow. | |
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Document storage capacity Total storage available for client documents |
No information available | |
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Legal document templates Access to templates for common legal and financial documents |
Access to document templates for legal/financial documents is described. |
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Native mobile app Dedicated mobile application optimized for smartphones |
Native iOS and Android apps available in public stores. | |
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Tablet optimization Interface specifically designed for tablet devices |
Tablet-optimized user experience referenced in platform marketing. | |
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Offline access capabilities Ability to view certain information without internet connection |
Offline mode available for certain information in mobile app. | |
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Cross-browser compatibility Consistent functionality across major web browsers |
Supports all major browsers per website FAQ and support docs. | |
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Mobile biometric login Using device biometrics (fingerprint, face recognition) for mobile authentication |
Mobile login supports device-integrated biometrics (face/fingerprint). | |
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Push notifications Mobile alerts for important account activities or updates |
Push notifications are part of mobile experience. | |
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Mobile check deposit Ability to deposit checks via mobile device camera |
Mobile check deposit enabled for some banking integrations. | |
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Mobile-specific security features Additional security measures for mobile access |
Security features include context-aware authentication for mobile. | |
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Cross-device synchronization Seamless transition between devices with synchronized data and preferences |
Settings and data sync across devices. | |
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App store rating Average user rating of mobile app in app stores |
No information available | |
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Mobile app update frequency How often the mobile app is updated with new features or fixes |
No information available |
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Team workspace Collaborative space for advisors and specialists serving the client |
Team workspace for advisor/staff collaboration mentioned in documentation. | |
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Client profile insights Comprehensive view of client preferences, history, and needs |
Client profile insights consolidated across accounts/profiles. | |
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CRM integration Connection with customer relationship management systems |
CRM integrations enabled (e.g., Salesforce). | |
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Task assignment Ability to assign and track tasks among team members |
Task assignment and workflow tracking are included. | |
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Meeting notes sharing Tools to document and share client meeting notes |
Meeting notes can be documented and shared in platform. | |
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Client communication history Complete record of all client interactions |
Complete client communication and activity history tracked. | |
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Service-level tracking Monitoring of service quality and response times |
No information available | |
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Expert network access Ability to bring in specialized expertise when needed |
On-demand access to external expert network described in wealth platform. | |
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Client feedback tools Systems to collect and act on client satisfaction data |
Client satisfaction and feedback survey tools mentioned. | |
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Team performance analytics Metrics on team effectiveness and client service |
No information available | |
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Referral tracking Tools to manage and track client referrals |
No information available | |
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Relationship depth metrics Indicators of client relationship strength and engagement |
No information available |
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External account aggregation Ability to pull in data from accounts at other institutions |
External account aggregation (via Yodlee, Plaid, etc.) standard in BlackDiamond. | |
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Tax software integration Connection with tax preparation and planning tools |
Tax software integration is available with certain tax prep platforms. | |
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Estate planning software integration Connection with specialized estate planning tools |
Estate planning tool integrations are referenced in partnership materials. | |
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Market data feeds Integration of real-time or near-real-time market information |
Market data feeds from multiple providers integrated. | |
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API availability Public APIs for custom integrations with other systems |
Data API available for custom third-party integrations. | |
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Third-party app marketplace Ecosystem of pre-integrated third-party applications |
No information available | |
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Accounting software integration Connection with accounting platforms for tax and financial planning |
Integrates with major accounting packages for reporting. | |
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Real estate platform integration Connection with real estate management or valuation systems |
Integration with real estate management/valuation platforms is available. | |
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Data export flexibility Ability to export data in multiple formats for use in other systems |
Flexible data export in multiple formats is noted. | |
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Third-party document integration Ability to import documents from external sources |
Third-party document import enabled via integrations. | |
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Open banking compliance Adherence to open banking standards for data sharing |
Platform is open banking compliant where required by regulation. | |
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Digital asset integration Connection with cryptocurrency and other digital asset platforms |
Crypto and digital asset integrations described for select clients. |
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