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Discover how unified data and trusted AI help you connect with customers in a whole new way.

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Black Diamond

Black Diamond provides an all-in-one portal for Towerpoint Wealth private clients, who are able to monitor ALL of their accounts, assets, and liabilities within one singular headache-free platform and secure online portal. TPW clients enjoy daily aggregated net worth reporting and viewing, leveraging Black Diamond’s technology in centralizing their financial affairs by connecting to over 800 custodians for real-time data flows. The Black Diamond investor platform automatically adapts to the device being used for optimal viewing, on a smart phone, tablet, or desktop, offering Towerpoint Wealth clients greater convenience through anytime, anywhere easy access to all of their financial data, with 24/7 access to their complete wealth picture.

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