A diamond in the Wealthbox
Advisors using Wealthbox are now able to receive client information and view account summaries, holdings, and transactions from Black Diamond reconciled accounts which will help streamline an advisor’s daily operations.
The Wealthbox and Black Diamond integration: “Building alliances with best-in-class providers…”
—Robert Roley, GM of SS&C Advent
Read the press release
Eli George, Senior Director of Solutions Management at Black Diamond parent SS&C Technologies added, “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.”
Let’s take a look…
Wealthbox users: To enable the Wealthbox + Black Diamond integration, go to the applications page in Wealthbox, click the “settings” button for the Black Diamond application, and follow the instructions.
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.
Interested in learning more?
Advisors: Not yet a subscriber to Wealthbox? Start a free trial!