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First Look at a Better Black Diamond

  • by CWA
  • •    August 30, 2016
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BD Portal Screenshot

Black Diamond Set to Rollout New UX This Fall

The Black Diamond wealth platform, which allows CWA advisors and clients easy access to financial data, will roll out an enhanced user experience later this year. Black Diamond provides 24/7 access to investment information and a tailored experience for users accessible through a secure portal. With the new look and feel, account information is presented within a more user-friendly interface for better navigation and overall functionality.

Financial data is now organized within “cards” that give investors a more expansive initial view allowing for a complete picture of the performance of your CWA accounts immediately after logging in. Usernames and passwords of current CWA investors will not change automatically with the refreshed interface. With a planned launch set for October 2016, your CWA planning team can share detailed information about how Black Diamond and its new features can help make monitoring your portfolio performance quick and easy.

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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