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BD Corporate vs. Black Diamond Wealth Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BD Corporate
Score 8.3 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
Score 7.4 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 CorporateBlack Diamond Wealth Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
BD CorporateBlack Diamond Wealth Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Best Alternatives
BD CorporateBlack Diamond Wealth Platform
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Medium-sized Companies
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Enterprises
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Score 7.8 out of 10
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Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
BD CorporateBlack Diamond Wealth Platform
Likelihood to Recommend
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
BD CorporateBlack 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.
Verified User
Anonymous
Read full review
SS&C Advent
No answers on this topic
Pros
S&P Global Inc.
  • Investor ownership.
  • CRM system for inputting meetings and engagement.
  • Targeting consulting.
Verified User
Anonymous
Read full review
SS&C Advent
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.
Verified User
Anonymous
Read full review
SS&C Advent
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.
Verified User
Anonymous
Read full review
SS&C Advent
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.
Verified User
Anonymous
Read full review
SS&C Advent
No answers on this topic
ScreenShots