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What is Wealth Management by Zahlenwerk?

Wealth Management by Zahlenwerk is a cloud-based solution crafted for family offices and investment managers to oversee and evaluate private-market investments across different legal entities. This platform facilitates the recording of fund LP and SPV commitments, direct equity holdings, SAFEs, convertible instruments and options, alongside tracking vital financial elements like capital calls, distributions, cash flows, and valuations necessary for calculating IRR, TVPI, and DPI metrics. Users can upload or forward capital account statements, call notices, and distribution notifications, ensuring the extracted information stays linked to its source for straightforward verification. The system methodically organizes financial records by legal entity, associating them with relevant portfolio positions for better clarity. Furthermore, an integrated assistant and MCP server enhance the connection between portfolio data and advanced AI technologies like Claude and ChatGPT. Although the assistant is unable to delete positions, entities, individuals, or bank accounts, any changes made within the application require explicit user approval to maintain integrity. The platform is in beta, in use at a limited number of family offices, and access can be requested.

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

ChatGPT
Claude
Gmail
Google Drive
Microsoft Outlook
Microsoft Teams
Model Context Protocol (MCP)
Slack

Integrations Supported

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

API Availability

API Availability

Pricing Information

€199/month
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Zahlenwerk Studio

Date Founded

2026

Company Location

Germany

Company Website

www.zahlenwerk.studio/wealth-management

Company Facts

Organization Name

SS&C Advent

Date Founded

1983

Company Location

United States

Company Website

blackdiamond.advent.com

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

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