Black Diamond Integrations: The Choice is Yours

Discover the power of connecting the technologies that are vital to your practice. With the Black Diamond Wealth Platform’s extensive network of valuable integrations, you can build a robust end-to-end technology stack. Watch this webinar to learn about the latest integration opportunities Black Diamond clients can implement today, as well as an inside look of what is to come. 

You will:

• See the various timesaving custodial integration features like digital account opening and automatic statement imports into your client’s portal.
• Understand how you can expand client conversations within the Relationship Timeline by using financial planning and CRM integrations.
• Gain knowledge of how infrastructure enhancements translate into a meaningful, robust integration.
• Get a look ahead into enhancements such as alternative investment data syncs into Black Diamond that will streamline the tracking and reporting process.

With Black Diamond at the heart of your business, you can benefit from seamless access to your preferred complementary solutions. Enrich your experience today.