Presented by
Watch this live webinar to see how the integration between Wealthbox + Black Diamond allows advisors to see detailed account information in Wealthbox CRM to streamline interactions with clients. This webinar will cover:
Speakers
Solutions Manager
Black Diamond
Director of Business Development
Wealthbox
“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