Improve Your Agility, Elevate Your Value
Manage more accounts with greater precision.
Quickly execute strategies - whether swapping securities or harvesting losses - while effortlessly aligning with client preferences and restrictions. Over 920 firms rely on Black Diamond's rebalancing and trading capabilities to streamline portfolio management, delivering exceptional engagement and measurable impact.
TRADING & REBALANCING IN ACTION
$50 Billion in Equity Trades
Executed through ~2 million seamless trades via the Financial Information eXchange (FIX).
600,000+ Sessions Run
Powering 12 million unique workflows, including individual account and household processes.
140,000+ Models Created
Demonstrating robust adoption of advanced modeling tools for investment strategies.
1,200+ Proposals Created
Showcasing consistent innovation and use of proposal generation capabilities.
The metrics shown are for 2024
Black Diamond Capabilities
Enhanced Modeling
Build and manage models with N-tier architecture and security equivalent tracking.
Tax-Efficient Rebalancing
Minimize tax impact with strategic asset location and automated loss harvesting.
Proactive Monitoring
Stay ahead with alerts for cash needs, drift, and tax-loss harvesting opportunities.
Straight-Through Processing
Execute trades seamlessly through the FIX network with secure approval workflows.
Embedded Experience
Leverage workflows for seamless cash management, reconciliation, and more.
Expand Your Portfolio Strategy with
Model Marketplace & Proposals
Access curated investment models and create personalized
proposals to elevate your client experience.
During the recent market sell-off, we needed to raise cash in all our portfolios, at the same time, on the same day. We used Black Diamond in an urgent situation and not only executed the transaction but also got it done quickly and efficiently. The system speeds our execution process for a better result for our clients.
LADENBURG THALMANN ASSET MANAGEMENT
Black Diamond Insights
Deliver Excellence at Every Corner of Your Business
