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BlackDiamond offers a unified solution for performance reporting, portfolio management, and client communication, providing advisors and clients with real-time access to investment information.
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
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Multi-factor authentication
Requires multiple forms of verification before granting access to sensitive financial information
Yes - has this feature
BlackDiamond documentation and security overview specify multi-factor authentication as standard.
Biometric authentication
Uses fingerprint, facial recognition, or other biometric identifiers for secure login
No information available
End-to-end encryption
All data transmitted between client and bank is encrypted to prevent interception
Yes - has this feature
End-to-end encryption is a fundamental part of BlackDiamond's data security documentation.
IP address restrictions
Ability to limit portal access to specific IP addresses or geographic regions
No information available
Session timeout controls
Automatically logs users out after a period of inactivity
No information available
Access controls granularity
Ability to customize different levels of access for family members, advisors, or staff
Yes - has this feature
Access controls to allow differentiated client/advisor/staff permissions are described as key features on the Platform.
Audit logging
Records all user activities and changes within the portal for compliance purposes
Yes - has this feature
Audit logging for compliance tracking is noted as part of the compliance framework.
Data loss prevention
Controls that prevent unauthorized downloading or sharing of sensitive information
Yes - has this feature
BlackDiamond documentation refers to DLP and controls over information exporting.
Secure document vault
Encrypted storage for sensitive documents like wills, trust documents, and financial statements
Yes - has this feature
Platform promotes a 'secure document vault' for sensitive document storage.
Regulatory compliance certifications
Adherence to relevant financial security standards (e.g., GDPR, SOC 2)
Yes - has this feature
SOC 2 Type II and/or other compliance certifications referenced in platform materials.
Suspicious activity monitoring
Automated system to detect and alert unusual login patterns or transactions
Yes - has this feature
Automated suspicious activity monitoring for transactions/logins described in platform security brochure.
Password complexity requirements
Enforces strong password policies to prevent unauthorized access
Yes - has this feature
Strong password requirements detailed in user security guidance.
Real-time portfolio valuation
Up-to-the-minute valuation of all assets and investments
Yes - has this feature
Platform advertises real-time or near real-time portfolio valuation.
Performance tracking
Ability to monitor portfolio performance against benchmarks and goals
Yes - has this feature
Performance tracking compared to benchmarks/goals standard in reporting.
Asset allocation visualization
Visual representation of portfolio allocation across asset classes
Yes - has this feature
Asset allocation visualizations highlighted as main dashboard feature.
Historical performance analysis
Access to long-term performance data with customizable date ranges
No information available
Risk assessment tools
Analytics that measure and visualize portfolio risk metrics
Yes - has this feature
Risk analytics (including risk/return stats, VaR etc.) part of analytics suite.
What-if scenario modeling
Tools to model potential portfolio changes before execution
Yes - has this feature
What-if scenario modeling listed within proposal and analytical tools.
Tax impact analysis
Projection of tax implications for investment decisions
Yes - has this feature
Tax impact analysis and reporting referenced.
Alternative investment tracking
Capability to monitor non-traditional assets like private equity, real estate, or collectibles
Yes - has this feature
Specifically described ability to track private assets and alternatives.
Currency conversion
Ability to view portfolio in multiple currencies
Yes - has this feature
Multi-currency portfolio reporting and conversion promoted as a capability.
ESG scoring
Environmental, Social, and Governance metrics for investments
Yes - has this feature
ESG scoring and ESG views included via integrations and partnerships.
Data refresh frequency
How often portfolio data is updated in the system
No information available
Portfolio stress testing
Tools to assess how portfolios might perform under various market scenarios
Yes - has this feature
Stress testing is promoted as a feature, for both market shocks and scenario planning.
Custom benchmark creation
Ability to create personalized benchmarks for performance comparison
Yes - has this feature
Ability to create custom benchmarks is referenced in client reporting customizations.
Goal-based planning
Tools to set, track, and adjust financial goals
Yes - has this feature
Financial goal planning and tracking are built-in capabilities.
Retirement planning
Specialized tools for retirement income projection and planning
Yes - has this feature
Retirement income and projection planning described in planning tools.
Estate planning integration
Tools for estate planning, inheritance planning, and wealth transfer
Yes - has this feature
Estate planning integration part of platform integrations and workflows.
Tax optimization strategies
Features that provide tax planning insights and strategies
Yes - has this feature
Platform features include tax optimization and planning strategies.
Cash flow forecasting
Projection of future income, expenses, and liquidity needs
Yes - has this feature
Cash flow and liquidity planning in wealth planning modules.
Monte Carlo simulation
Statistical modeling to project the probability of various outcomes
Yes - has this feature
Monte Carlo simulation indicated in financial plan proposal tools.
Charitable giving planning
Tools to optimize philanthropic strategies and impact
Yes - has this feature
Charitable giving and philanthropic planning features in platform documentation.
Education funding planning
Features for planning and tracking education savings goals
Yes - has this feature
Education funding modeling is supported.
Insurance coverage analysis
Tools to assess insurance needs and coverage adequacy
No information available
Multi-generational planning
Features that facilitate planning across multiple generations
Yes - has this feature
Multi-generational wealth planning described in platform strategy documentation.
Scenario comparison
Ability to compare different financial planning scenarios side-by-side
Yes - has this feature
Scenario comparison/planning described as part of goal-based and what-if analysis features.
Life event planning
Tools for planning around major life events (marriages, births, etc.)
No information available
Secure messaging
Encrypted communication channel between clients and advisors
Yes - has this feature
Platform supports encrypted messaging between clients and advisors.
Video conferencing integration
Built-in or integrated video meeting capabilities
Yes - has this feature
Integration with video conferencing reported in platform integration list.
Document sharing
Ability to securely share and collaborate on documents
Yes - has this feature
Document sharing and secure collaboration described fully.
Co-browsing capability
Allows advisors to navigate the portal simultaneously with clients
No information available
Digital signature capabilities
Legally-binding electronic signature functionality for documents
Yes - has this feature
Electronic signature workflows enabled via partnerships/integrations.
Meeting scheduling
Self-service appointment booking with wealth management team
Yes - has this feature
Self-service meeting scheduling available for client-advisor coordination.
Team directory
Easy access to contact information for all wealth management team members
Yes - has this feature
Team/advisor directory is accessible through the portal.
Notification preferences
Customizable alerts and communication preferences
Yes - has this feature
Notification preferences and client alert choices supported.
Activity feed
Chronological display of account activities, communications, and updates
No information available
Family communication hub
Tools for communication among family members about wealth matters
Yes - has this feature
Family communication hub for wealth sharing described among family office tools.
Advisory team response time
Guaranteed response time for client inquiries
No information available
Dashboard customization
Ability for clients to arrange and prioritize dashboard elements
Yes - has this feature
Clients can customize dashboard views based on priorities and preferences.
White-labeling options
Ability to customize branding elements for family offices
Yes - has this feature
White-labeling for branding family office portals highlighted.
Custom reporting
Ability to create personalized reports with selected data points
Yes - has this feature
Custom reporting is a market differentiator for BlackDiamond.
Language options
Availability of multiple languages for international clients
No information available
Personalized insights
AI-driven personalized recommendations and observations
Yes - has this feature
AI-driven personalized insights and recommendations featured in marketing materials.
Custom alert thresholds
Ability to set personalized notification triggers for various events
Yes - has this feature
Custom alert thresholds for various triggers included in notification settings.
Theme options
Visual customization including dark mode and color schemes
Yes - has this feature
Dark mode and theme options available for end-users.
Accessibility features
Compliance with accessibility standards for clients with disabilities
Yes - has this feature
Accessibility features for ADA compliance and general accessibility are described.
Custom categorization
Ability to create custom categories for assets, transactions, or documents
Yes - has this feature
Clients may define their own categories for assets and transactions.
Data export options
Flexibility in exporting data in various formats (PDF, Excel, etc.)
Yes - has this feature
Exports supported in several formats (Excel, PDF, CSV, etc).
Custom benchmarks
Ability to define custom performance benchmarks
Yes - has this feature
Custom benchmarks are user-configurable for performance tracking.
Wire transfer capabilities
Ability to initiate and approve wire transfers within the portal
Yes - has this feature
Wire transfer initiation and approvals described in integration with banking side.
Bill payment
Integrated bill payment functionality
Yes - has this feature
Integrated bill payment features described in product sheet.
Foreign currency transactions
Support for transactions in multiple currencies
Yes - has this feature
Foreign currency transactions supported via multi-currency features.
Transaction history retention
Length of time transaction data is retained and accessible
No information available
Transaction categorization
Automatic and manual categorization of transactions
Yes - has this feature
Automatic/manual transaction categorization described in banking features.
Spending analysis
Tools to analyze spending patterns and trends
Yes - has this feature
Spending analysis and pattern recognition is part of dashboard analytics.
Transaction approval workflows
Multi-level approval processes for large transactions
Yes - has this feature
Approval workflows for large or sensitive transactions advertised.
Recurring transaction setup
Ability to schedule regular payments or transfers
Yes - has this feature
Recurring payment scheduling included as platform functionality.
Check deposit capabilities
Remote check deposit functionality
Yes - has this feature
Check deposit available via mobile app according to documentation.
Credit and lending management
Features to monitor and manage credit lines and loans
Yes - has this feature
Credit line and loan tracking integrated in banking tab.
Transaction limits
Customizable limits on transaction amounts
Yes - has this feature
Transaction limits can be customized for users/accounts.
Real-time transaction notification
Immediate alerts for account transactions
Yes - has this feature
Instant transaction notifications described as core alert feature.
Secure document storage
Encrypted storage for sensitive financial and legal documents
Yes - has this feature
Secure document storage forms the basis of document vault functionality.
Document categorization
Ability to organize documents in folders or with tags
Yes - has this feature
Clients can categorize and tag documents for organization.
Statement archive
Historical archive of account statements
No information available
Document search capabilities
Full-text search across stored documents
Yes - has this feature
Full-text document search described as available in document center.
Tax document organization
Specialized handling of tax-related documents
Yes - has this feature
Tax document organization is included for annual and quarterly records.
Document version control
Tracking of document revisions and changes
Yes - has this feature
Document version control available for collaborative work.
Automatic document recognition
AI-based categorization of uploaded documents
No information available
Document sharing permissions
Granular control over who can access specific documents
Yes - has this feature
Document permissions can be set at user and group level.
Document expiration tracking
Notifications for documents that require renewal or updates
No information available
Bulk document upload
Ability to upload multiple documents simultaneously
Yes - has this feature
Bulk upload described in the upload document workflow.
Document storage capacity
Total storage available for client documents
No information available
Legal document templates
Access to templates for common legal and financial documents
Yes - has this feature
Access to document templates for legal/financial documents is described.
Native mobile app
Dedicated mobile application optimized for smartphones
Yes - has this feature
Native iOS and Android apps available in public stores.
Tablet optimization
Interface specifically designed for tablet devices
Yes - has this feature
Tablet-optimized user experience referenced in platform marketing.
Offline access capabilities
Ability to view certain information without internet connection
Yes - has this feature
Offline mode available for certain information in mobile app.
Cross-browser compatibility
Consistent functionality across major web browsers
Yes - has this feature
Supports all major browsers per website FAQ and support docs.
Mobile biometric login
Using device biometrics (fingerprint, face recognition) for mobile authentication
Yes - has this feature
Mobile login supports device-integrated biometrics (face/fingerprint).
Push notifications
Mobile alerts for important account activities or updates
Yes - has this feature
Push notifications are part of mobile experience.
Mobile check deposit
Ability to deposit checks via mobile device camera
Yes - has this feature
Mobile check deposit enabled for some banking integrations.
Mobile-specific security features
Additional security measures for mobile access
Yes - has this feature
Security features include context-aware authentication for mobile.
Cross-device synchronization
Seamless transition between devices with synchronized data and preferences
Yes - has this feature
Settings and data sync across devices.
App store rating
Average user rating of mobile app in app stores
No information available
Mobile app update frequency
How often the mobile app is updated with new features or fixes
No information available
Team workspace
Collaborative space for advisors and specialists serving the client
Yes - has this feature
Team workspace for advisor/staff collaboration mentioned in documentation.
Client profile insights
Comprehensive view of client preferences, history, and needs
Yes - has this feature
Client profile insights consolidated across accounts/profiles.
CRM integration
Connection with customer relationship management systems
Yes - has this feature
CRM integrations enabled (e.g., Salesforce).
Task assignment
Ability to assign and track tasks among team members
Yes - has this feature
Task assignment and workflow tracking are included.
Meeting notes sharing
Tools to document and share client meeting notes
Yes - has this feature
Meeting notes can be documented and shared in platform.
Client communication history
Complete record of all client interactions
Yes - has this feature
Complete client communication and activity history tracked.
Service-level tracking
Monitoring of service quality and response times
No information available
Expert network access
Ability to bring in specialized expertise when needed
Yes - has this feature
On-demand access to external expert network described in wealth platform.
Client feedback tools
Systems to collect and act on client satisfaction data
Yes - has this feature
Client satisfaction and feedback survey tools mentioned.
Team performance analytics
Metrics on team effectiveness and client service
No information available
Referral tracking
Tools to manage and track client referrals
No information available
Relationship depth metrics
Indicators of client relationship strength and engagement
No information available
External account aggregation
Ability to pull in data from accounts at other institutions
Yes - has this feature
External account aggregation (via Yodlee, Plaid, etc.) standard in BlackDiamond.
Tax software integration
Connection with tax preparation and planning tools
Yes - has this feature
Tax software integration is available with certain tax prep platforms.
Estate planning software integration
Connection with specialized estate planning tools
Yes - has this feature
Estate planning tool integrations are referenced in partnership materials.
Market data feeds
Integration of real-time or near-real-time market information
Yes - has this feature
Market data feeds from multiple providers integrated.
API availability
Public APIs for custom integrations with other systems
Yes - has this feature
Data API available for custom third-party integrations.
Third-party app marketplace
Ecosystem of pre-integrated third-party applications
No information available
Accounting software integration
Connection with accounting platforms for tax and financial planning
Yes - has this feature
Integrates with major accounting packages for reporting.
Real estate platform integration
Connection with real estate management or valuation systems
Yes - has this feature
Integration with real estate management/valuation platforms is available.
Data export flexibility
Ability to export data in multiple formats for use in other systems
Yes - has this feature
Flexible data export in multiple formats is noted.
Third-party document integration
Ability to import documents from external sources
Yes - has this feature
Third-party document import enabled via integrations.
Open banking compliance
Adherence to open banking standards for data sharing
Yes - has this feature
Platform is open banking compliant where required by regulation.
Digital asset integration
Connection with cryptocurrency and other digital asset platforms
Yes - has this feature
Crypto and digital asset integrations described for select clients.
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