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

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:

1. How SS&C’s Black Diamond® Wealth Platform provides advisors with everything they need integrated in one place to guide clients through their complete wealth journey.
2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
3. How the integration between Wealthbox and Black Diamond gives advisors the ability to quickly view account summaries, holdings, and transactions from Black Diamond reconciled accounts to streamline daily operations.