Black Diamond Client Experience: The Home to Your Client's Financial Life

Go beyond a basic client portal, and deliver an interactive and immersive online financial experience. By providing a one-stop-shop for your clients to gain insight into their complete wealth picture, you will put your value on display by boosting trust, loyalty, and overall satisfaction.

Take a tour of the Black Diamond Client Experience today to see how you can deliver a first-class financial hub. 

During this webinar, you will:

• Learn about our forward-thinking approach and growth as it relates to the client portal
• See a demo of the main components within both the desktop and mobile environments
• Get a sneak peek into Client View – a new command center for advisors to efficiently manage your client relationships

Reach new heights with the Black Diamond Wealth Platform and the Client Experience portal.