Product Brief

Black Diamond: Client View Application

Client-focused technology that works the way you do.

Client View is an intuitive application within the Black Diamond® Wealth Platform that works as your client command center. From within this centralized space, you are able to manage your client’s financial life while driving their digital experience.

• Manage your client’s key information and contact details
• Analyze your client’s past, present, and future financial life
• Configure, run, and share reports
• Communicate with your client and any other household users
• Share documents and statements
• View client specifics from third-party integrations
• Customize your experience based on the features you use the most