Black Diamond Wealth Platform vs Performativ

You are looking for alternatives to Black Diamond Wealth . Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

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Black Diamond Wealth Platform

Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

Performativ

Portfolio Management

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.

Employees

500+

Revenue

$4.633 million

Founded

2003

Ownership

Owned by a larger corporation

Incorporated

United States of America

Locations

Jacksonville
Florida
New York
San Francisco
California

Top 5 Markets

United States of America

Total AUM

$1.9 trillion

Avg. AUM per client

$1.2 billion

11-50

<$50 million

2019

Owned by management
External investors

Denmark

Copenhagen

Denmark
Sweden
Norway
Belgium
Netherlands

15 billion

–

Client

Focus

Independent financial advisors

Serves also

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors

Number

+1.800 firms

Multi-family offices

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Fund managers
Banks

–

Product

Main tasks

Accounting
Consolidated reporting
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Trading (execution on platform)
Trading (orders only)
Data aggregation

Top features

User interface
End client experience (client portal)
Data quality/data integrity
Exceptional service model
Billing
Trading/rebalancing
Sophisticated report output
Business intelligence

Assets supported

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Compliance

RCI
SmartRIA

Whitelabel

Advisors
Consolidated Reporting
Data Aggregation
Portfolio Management
Risk Management
Technology provider
Non-bankable assets
Reporting, data entry
Offering backend data (i.e., reconciliation corporate action fixing)

Full suite of performance metrics
Consolidated performance reporting
Firmwide analytics
Near real-time valuation
API gateway to 3rd party services
Intelligent benchmarking
Data aggregation
Ability to Whitelabel
Mobile App
Banking Providers
Full Multi-Currency Support

Bankable or Financial Assets & Funds
Lifestyle Assets & Rare Collectibles
Real Estate
Private Equity & Direct Investments
Alternative investments

GDPR

Yes

Technology

Type Of Software

Serviced Software
SaaS

Security

SSO & MFA (Single Sign-on and Multi-Factor Authentication)
Encryption In-Transit and At-Rest
Vulnerability and Penetration Testing
Source Code Analysis
Data Integrity Validation
Multi-Layered Endpoint Protection
Network Security including Web Application Firewall and Intrusion
Detection Secure Document Vault
Access Control (Role Based Permissions with Principle of Least-Privilege)
Firm Configurable Security Settings
Security Awareness Program

Ecosystem

Microsoft
Linux

Integrations

More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
1. – CRM: Salentica, Redtail, Salesforce
2. – Trading & rebalancing: Redblack, Blaze, iRebal
3. – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
4. – Risk management: RCI, Hidden Levers
5. – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
6. – UMA/SMA: Adhesion, SMArtX

Mobile App

SAAS
Fully standalone
Serviced software

–

Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.

In the media

Simple solutions for complex times.

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Black Diamond Wealth Platform vs Performativ

You are looking for alternatives to Black Diamond Wealth . Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.