New Integration: Wealthbox + Black Diamond

ABOUT THIS WEBINAR

Join us for a live webinar to learn about our new integration with Black Diamond. In this integration, advisors using Wealthbox are 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.

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New Integration: Wealthbox + Black Diamond

ABOUT THIS WEBINAR

Get a personalized demo of Wealthbox.