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Black Diamond Wealth Platform Pricing Overview

Black Diamond Wealth Platform has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Black Diamond Wealth Platform to obtain current pricing.

Black Diamond Wealth Platform Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Maximizer
Base Edition
$65.003 User Per Year
  • Advanced Contact Management
  • Lead & Opportunity Handling
  • Task Management
  • Microsoft Outlook Integration
  • 100% In-House Support
$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
  • Dedicated Onboarding specialist
  • Simple payroll integrations with Gusto, Trinet, and other providers
  • 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
  • Scheduled phone and email support for plan administrators
  • Getting started webinars and emails for employees
Salesforce Financial Services Cloud
Financial Services Cloud Service Enterprise
$325.001 user Per Month
The financial services CRM for service with built-in AI.
  • Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
  • Easy-to-Use CSR Console for Single Pane of Glass
  • Service Process Studio for Low-Code Customization

Various alternatives pricing & plans

Pricing information for the above various Black Diamond Wealth Platform alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.
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Black Diamond Wealth Platform
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