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1. blackdiamond.advent.comBlack Diamond Wealth Platform | Home

   blackdiamond.advent.com

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   The Black Diamond ® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.

   • Platform

     Through the Black Diamond Client Experience portal, you can...

   • Service

     The platform is powered with your data and the build out of...

   • Clients

     Selected Black Diamond's cloud-native solution to offer...

   • Insights

     The Black Diamond Wealth Platform and Decker Wealth...

   • About Us

     Since launching in 2005, the Black Diamond® Wealth Platform...

   • Portfolio Management & Reporting

     Guide your clients on their financial life journey – setting...

   • Rebalancing & Trading

     Monitor, rebalance, and execute trades – at scale. Whether...

   • Data Aggregation & Accounting

     Before undertaking our transition, one of our biggest...

2. adviceoneretirement.com › existing-clientsAdviceOne Financial Advisor | Existing Clients

   adviceoneretirement.com › existing-clients

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   From Black Diamond, you can view current account balances, transactions within your account(s), as well as access statements, tax documents, etc. This website also allows you to run reports similar to those shown in your meetings with your advisor.

3. blackdiamond.advent.com › clientsBlack Diamond Wealth Platform | Clients

   blackdiamond.advent.com › clients

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   Selected Black Diamond's cloud-native solution to offer superior communication, reporting, and secure statements. Additionally, they can better connect with the next generation of clients by using the platform’s technology.

4. www.smartprofinancial.com › client-portalClient Portal - SmartPro Financial

   www.smartprofinancial.com › client-portal

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   SmartPro has partnered with an industry leading platform called Black Diamond, which offers a modern and interactive experience for you and your advisor to stay aligned on all your financial goals.

5. 651fc6ac-af8b-4f33-826d-b81a8a139185.azurewebsites.net › schwabSchwab - Black Diamond Wealth Platform

   651fc6ac-af8b-4f33-826d-b81a8a139185.azurewebsites.net › schwab

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   Please enter your Schwab email address and the provided password below. If you need assistance, click here.

6. blackdiamond.advent.com › platform › client-experience-communicationsClient Experience & Communications - Black Diamond Wealth...

   blackdiamond.advent.com › platform › client-experience-communications

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   Through the Black Diamond Client Experience portal, you can offer a customizable, firm-branded, and interactive online environment that your clients can access anytime, anywhere.

7. legacywealthwisdom.com › loginLogin - Legacy Wealth

   legacywealthwisdom.com › login

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   Features of The Legacy Wealth App through Black Diamond: A personalized home page, customizable to your preferences. Summarized and detailed reporting on all aspects of your holdings. The ability to link outside accounts to simplify your wealth management.