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The Black Diamond® Wealth Platform provides advisors a purposeful suite of tools—from portfolio management to reporting to client communications and more—to manage their client’s complete wealth picture. Through Black Diamond and its platform partners, advisors are empowered to serve their clients with portfolio management, performance reporting, financial planning, portfolio risk analysis, CRM and managed account modules—all with a dedicated support team and bundled solution. Black Diamond: where advisors and clients connect.

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