Integrations /Custodians & Portfolio Management
Get started with Wealthbox + Black Diamond
Modern CRM integrated with an advanced wealth platform for great client experiences.
Integrations /Custodians & Portfolio Management
Modern CRM integrated with an advanced wealth platform for great client experiences.
Overview
The Black Diamond Wealth Platform allows advisors to guide their clients through their complete wealth journey. The integration with Wealthbox allows advisors to receive client information and view account summaries, holdings, and transactions from Black Diamond reconciled accounts.
Enabling the Black Diamond integration will display a new “Black Diamond” tab on the Contact Record page in Wealthbox.
You can drill into the details from the account summaries on the Contact Record by clicking on the account name.
From there, you have quick and easy access to view Holdings.
…and transactions.
“Integrating with Wealthbox provides Black Diamond firms with a consolidated knowledgebase that ultimately strengthens advisor/investor relationships. Great client relationships are the core element of any successful advisory firm.”
Eli George
Senior Director at Black Diamond parent SS&C Technologies
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