Product Brief

Black Diamond Client Relationship Timeline

Embark on a shared financial journey with your clients and other stakeholders through an intuitive digital experience.

The Relationship Timeline within the Client Experience portal exists because clients are busy, and their financial life can be scattered between disconnected applications and websites. Showing significant information through a social-media-style web feed, provides clarity by memorializing key interactions throughout your advisor-client relationship.

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Product Brief
Black Diamond Client Relationship Timeline