Meet the premier proposal
solution for Black Diamond.
Seamlessly drive your business from account aggregation, to risk-aligned proposals, to implementation and reporting with Black Diamond and Riskalyze.
Document your fiduciary care with the Risk Number®.
It’s the heart of our award-winning proposal system for advisors. Built on a Nobel Prize-winning framework, Riskalyze has become the industry standard for quantifying investment risk, aligning risk tolerance and risk capacity with portfolio risk, and turning your prospects into fearless investors.
Start with the power of Risk Alignment…
Sync Black Diamond’s aggregated accounts directly into Riskalyze and instantly tap into sophisticated analytics of holdings, accounts, and portfolios. Set a target Risk Number or leverage risk assessments to generate a proposal that demonstrates alignment with clients.
…and guide your clients through their wealth journey.
Once clients know their Risk Number and have bought into their investment strategy, they’re ready for a complete financial plan. Give them visibility into that plan, including their Risk Number, Portfolio Risk, Risk/Reward heatmaps, and more, right inside the Black Diamond Wealth Platform.
An active, two-way sync ensures every client’s Risk Number is reflected in Riskalyze and Black Diamond.
With the flip of a switch, your clients get visibility into their personal Risk Number, the Risk Number of their portfolio, and the 95% Historical Range™ on their portfolio directly inside the Client Experience Portal.
Launch a risk questionnaire, build your clients a custom-fit proposal in Riskalyze, and seamlessly implement those changes in Black Diamond.
The days of manually keying in accounts and holdings are over. Black Diamond seamlessly keeps all your reconciled custodial data up to date in Riskalyze and allows you to tap into detailed portfolio analytics and trading data.
Bring the power of Stress Tests, Scenarios, Individual Security Analysis, and detailed reports right into Black Diamond.
Launch Riskalyze from Black Diamond—or Black Diamond from Riskalyze. However you build portfolios, you’ll have access to Riskalyze's full suite of risk alignment and portfolio building tools.