Resource Partners

A Distinct Edge

Great Diamond Partners relies upon a highly valued network of resource partners for products, platforms, services and technology solutions.

Dynasty’s fully customizable platform gives Great Diamond end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer you more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s best-in-class custodians, portfolio managers, research firms and other providers allow us to focus on your needs with absolute objectivity, transparency and trust.

Additional services are provided
by these best-in-class partners:

Custodian

Charles Schwab

With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more.

Reporting

Black Diamond

Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

Planning

MoneyGuide

MoneyGuide is the first collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.

myMoneyGuide® leverages the power of MoneyGuide to make quality financial planning scalable and efficient through a guided planning experience. Both were built to make financial planning accessible to “Everyone.”

Research

Envestnet

Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B.

Investment Strategy

Riskalyze

Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Riskalyze is based in the Sacramento metropolitan area and in Midtown Atlanta’s Bank of America Plaza.