Get started with Wealthbox + Black Diamond

Modern CRM integrated with an advanced wealth platform for great client experiences.

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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.

View Black Diamond’s reconciled accounts from the client’s Contact Record in Wealthbox.
Click on account numbers to drill into your client’s account information.
Review summaries of account holdings…
…and detailed transaction history.

Webinar Recording

How Advisors Use Wealthbox + Black Diamond to Manage and Strengthen Client Relationships

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Resources

Help Center Article

Enable in Wealthbox

Blog Post

“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