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What is FileForms?

Easily and quickly submit your BOI Report using our state-of-the-art software. Developed by qualified attorneys and certified public accountants, FileForms ensures reliable security, unmatched support, and tailored solutions to meet your specific needs. As of January 1, 2024, compliance with the revised Beneficial Ownership Information (BOI) reporting requirements mandated by the Financial Crimes Enforcement Network (FinCEN) under the Corporate Transparency Act (CTA) will be essential for all domestic and international corporations established in or registered with any of the 50 US states. It's crucial to prepare and comply with these updated regulations to avoid incurring any potential fines, as non-compliance could lead to significant consequences for your business. Make sure you take action now to stay ahead of the requirements and protect your organization.

What is Black Diamond Wealth Platform?

Wealth management presents a myriad of challenges, including fostering client relationships, maintaining compliance, and handling tasks related to reporting and rebalancing. The Black Diamond® Wealth Platform enables you to dedicate the appropriate time needed to adeptly support your clients at every stage of their financial journey. Featuring intuitive dashboards, robust functionalities, seamless integrations, and exceptional service, it simplifies the delivery of a refined and modern client experience. Clients enjoy a tailored portfolio dashboard that provides immediate insights into performance metrics, expected income, allocation distributions, and activity overviews. Furthermore, the secure two-way document vault facilitates the efficient sending, storage, and auditing of vital documents, such as custodial statements. By integrating external account aggregation, you can accurately assess net worth and create detailed balance sheet reports, thereby improving financial transparency for clients. This comprehensive strategy ensures that both you and your clients remain well-informed and actively involved in the management process while fostering a sense of collaboration. Ultimately, the platform not only enhances operational efficiency but also strengthens the client-advisor relationship.

Media

Media

Integrations Supported

MoneyGuide
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com

Integrations Supported

MoneyGuide
Nitrogen
ProTracker Advantage
RightCapital
SS&C Family Office Services
Wealth.com

API Availability

Has API

API Availability

Has API

Pricing Information

$199 per year per entity
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FileForms

Date Founded

2023

Company Website

fileforms.com

Company Facts

Organization Name

SS&C Advent

Date Founded

1983

Company Location

United States

Company Website

blackdiamond.advent.com

Categories and Features

Categories and Features

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