Black Diamond Wealth Platform

1. Client fills out online questionnaire through the client portal.

2. Data is automatically populated into the CRM.

3. Compliance checks are triggered based on client profile.

4. Account opening documents are generated automatically.

5. Advisor reviews and approves the onboarding process.

1. System identifies portfolios that deviate from target allocation.

2. Automated rebalancing trades are generated.

3. Advisor reviews and approves the trades.

4. Trades are executed automatically through custodian integration.

5. Portfolio allocation is updated in real-time.

1. Advisor selects client and reporting period.

2. System generates performance report with key metrics.

3. Advisor reviews and customizes the report.

4. Report is securely delivered to the client through the portal.

5. Client receives notification and can access the report.

1. System generates compliance reports based on regulatory requirements.

2. Reports include client account activity, trading history, and compliance alerts.

3. Advisor reviews and validates the reports.

4. Reports are securely stored and accessible for auditors.

5. System tracks all compliance-related activities.

1. System calculates fees based on AUM or fixed fee schedule.

2. Invoices are automatically generated and sent to clients.

3. Payments are processed through integrated payment gateway.

4. Revenue is tracked and reconciled in the accounting system.

5. Advisors can view billing history and revenue reports.