Through seamless integration with Black Diamond, Rendezvous streamlines proposal generation and model assignment so that you can focus on your relationships.
- Investment and operational technologies
- Access to AI-driven client risk questionnaires
- Goals-based model recommendations
- Reduced back-office workloads
- Automated allocation and rebalancing workflows
Product Brief
Rendezvous provides Black Diamond Wealth Platform users with a turn-key solution that delivers modern, time-saving tools focused on the client experience and investment goals.
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Humanize investing, demystify model allocations, simplify workflows, and recapture time – Rendezvous’ robust functionality is designed to give advisors the upper hand in today’s competitive landscape.
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Managed Account Service
A comprehensive Managed Account Service solution designed to increase an advisor’s value to their clients and reduce operational complexity.
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