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Integration Supercharged

Select platform partnerships go above and beyond to deliver an integrated experience that exceeds expectations.

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PLATFORM PARTNER

DPL Financial Partners

Insurance Solutions

Expand your planning capabilities with access to commission-free insurance and annuity products that are purpose-built for fiduciary advisors. Through our partnership with DPL Financial Partners, Black Diamond advisors can seamlessly integrate insurance into their practice and client portfolios, enhancing the advisor-client relationship.

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Perks of Partnership

Synchronized
Enhanced insurance policy data feeds directly into Black Diamond, including current market value, sub-accounts, rider information, and more.

Comprehensive
Through the Black Diamond Annuity & Insurance Marketplace, advisors can access a wide range of best-in-class annuity, life, disability, and long-term care solutions.

Consistent
A unified workflow lets advisors evaluate, transact, and report on insurance policies alongside other investments-all within the Black Diamond platform.

Unified
Access the Black Diamond Annuity & Insurance Marketplace from the Black Diamond Client View, with integrated discovery tools and contract management.

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Client Case Study

BlueStem Wealth Partners

Transitioned to independence leveraging the Black Diamond Annuities & Insurance Marketplace to support its annuity book of business.
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Client Case Study

Correct Capital Wealth Management

Needed a comprehensive technology stack to manage their client’s complete wealth picture, including insurance and annuities.
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Platform Partner Website

To learn more about DPL Financial Partners, visit their website

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Deliver Excellence at Every Corner of Your Business

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