BD Corporate vs. Black Diamond Wealth Platform

BD Corporate

4 Reviews and Ratings

Black Diamond Wealth Platform

3 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
BD Corporate	Score8 out of 10	N/A	BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the February 2022 acquisition.	N/A
Black Diamond Wealth Platform	Score7 out of 10	N/A	SS&C Advent offers the Black Diamond Wealth Platform, a wealth management platform for wealth managers, IBDs, and financial advisors, which provides a streamlined workflow with communication / collaboration tools, personalized investor login interface and other service-oriented features.	N/A

Pricing

BD Corporate

Black Diamond Wealth Platform

No answers on this topic

No answers on this topic

Pricing Offerings
BD Corporate	Black Diamond Wealth Platform
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

—

—

User Ratings
	BD Corporate	Black Diamond Wealth Platform
Likelihood to Recommend	8.0 (1 ratings)	- (0 ratings)

User Testimonials
	BD Corporate	Black Diamond Wealth Platform
Likelihood to Recommend	S&P Global Inc. It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way. Incentivized Verified User Read full review	SSC Technologies No answers on this topic
Pros	S&P Global Inc. Investor ownership. CRM system for inputting meetings and engagement. Targeting consulting. Incentivized Verified User Read full review	SSC Technologies No answers on this topic
Cons	S&P Global Inc. Interface - the current dashboard is very "old" looking and could see improvement. Ease of use - the email distribution could be easier to navigate. Updating of investor contacts - the database is sometimes stale. Incentivized Verified User Read full review	SSC Technologies No answers on this topic
Alternatives Considered	S&P Global Inc. FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input. Incentivized Verified User Read full review	SSC Technologies No answers on this topic
Return on Investment	S&P Global Inc. Able to improve the overall investor ownership in our stock. Track the conference and meeting engagement to create a strategic outbound plan. Incentivized Verified User Read full review	SSC Technologies No answers on this topic
ScreenShots