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Learning Paths

Advisor Learning Path

Follow this learning path for Advisor-focused material.

1 article

Firm Admin Learning Path

Follow this learning path for Administrator-focused material.

1 article

Client Workshops

New to Black Diamond and Optimization User training opportunities.

1 article

Support Articles

Getting Started on Black Diamond

If your firm is new to Black Diamond this is the perfect place to start.

10 articles

Firm Setup

General application setup. Support cross-app settings & configurations

12 articles

Client Setup

Platform maintenance related to Relationships, Portfolios, Accounts + related data.

15 articles

Client View

The Advisor's Command Center for client information, reporting, and communication.

1 article

Portfolio View

The Advisor’s home for dynamic client reporting with a configurable dashboard.

19 articles


A tool allowing changes to existing reports on the fly and creation of new reports.

11 articles

Business Intelligence

Business Intelligence aggregates firm metrics giving users business level insights.

12 articles

Data Mining

Create customized data sets for a wide range of business needs.

11 articles

Data Management

Customize and control your data display on Black Diamond.

23 articles

Client Experience

Client Investor Experience, setup and management.

46 articles


29 Black Diamond's file sharing and storage system.

6 articles

Relationship Timeline

A modern approach to client communication.

4 articles


Learn how to integrate with Black Diamond & our partners in our Integration Network

53 articles


Manage risk and minimize loss by utilizing the Black Diamond Rebalancer.

14 articles


Articles and videos on billing rules, methods and other options.

14 articles


Return Calculation information on Black Diamond, including TWR, GOF, & NOF Returns.

17 articles


A solution to support your transition to our upgraded BD3 platform.

4 articles


Here are questions people normally ask about Black Diamond.

11 articles

Release Notes and Partners

Release Notes

Review our release notes from current and past releases.

9 articles

Platform Partners

A suite of tools to manage your client’s complete wealth picture.

4 articles