Investor Experience was designed to differentiate advisors in a competitive market for high-net-worth investors where digital channels can decide relationships. Investor Experience empowers advisors to custom-tailor content for their client’s unique financial picture. The new portal gives investors direct access to their advisory team and to all of their financial data, 24/7. Investors can personalize their experience so they have a clear picture of their spending, budgeting and goal tracking. The portal features a relationship timeline, which visualizes key interactions and decisions that have occurred throughout the course of the partnership clearly showing advisors commitment and value to their clients.
“Black Diamond’s new Investor Experience provides an intuitive and aesthetically pleasing platform that allows our clients to have a comprehensive view of their wealth,” said
As part of the new launch, Black Diamond also announced a new Black Diamond logo. After discussing the solution’s brand with clients and partners, the feedback determined that evolving Black Diamond’s identity would showcase the new features while maintaining its existing strong awareness among leading advisors. The new brand embodies a platform that is reinventing itself, and is steadfast in its commitment to advisors and investors.