The Black Diamond Wealth Platform is an all-in-one solution for portfolio management and client reporting, specifically built for financial advisors and wealth managers. The integration of Black Diamond with Stratifi allows advisors to effortlessly manage risk on one platform. Stratifi PRISM Rating uses a proprietary algorithm to return an easily understandable risk score.
This score takes into key factors such as a portfolio’s correlation, volatility, tail and concentrated stock risk. When combining that Black Diamond´s analytics advisors on the Stratifi platform can handle their risk management in a user-friendly manner and have more in-depth conversations on complex risk exposures.
In today´s hyper-competitive environment Stratifi coupled with Black Diamond enables advisors to stand above the rest by providing superior client experiences and greater oversight.
1. To set up an integration with Black Diamond log into your Stratifi account and go to go to Settings > Integrations > click on the Connect button in the Black Diamond tile.
2. Select what data you would like to import into Stratifi and click on the Connect button.
3. You will then be prompted to enter your Black Diamond user name and password.
4. Once you have entered your information you will see a message indicating that your client´s data will be imported in the next few hours.