Learn how the Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Hear from SS&C Advent leaders Brian Justice, VP Advisory Sales, and Michelle Odom, Team Lead Solutions Consulting, on what makes Black Diamond an award-winning platform for advisors and clients alike. This in-depth overview and demo highlights such features as the solution’s:
- Industry unique and high touch service model
- Cloud-based portfolio management and reporting
- Immersive Client Experience portal
- Next-gen Rebalancer
