Account Access & Performance Reporting
The Black Diamond Wealth Platform includes robust performance reporting through both your client portal and a mobile app for your convenience.
File Sharing
Revver, formerly known as eFileCabinet, allows you to safely and securely share files with us.
Financial Planning & Portfolio Aggregation
eMoney Advisor is designed to consolidate all of your accounts, assets, and information into one secure location, making planning your personal financial life easier. In your personal financial homepage, you can view everything about your financial and estate plan in one place.
