Integrations /Custodians & Portfolio Management
Modern CRM integrated with an advanced wealth platform for great client experiences.
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.
“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.”
Senior Director at Black Diamond parent SS&C Technologies
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