Learn how the Black Diamond® Wealth Platform combines high tech with high touch service – an award-winning combination that ensures you maximize the platform’s benefits.
SS&C Advent leaders Jen Becher, Vice President Client Experience, and Katie Terry, Director of Implementation, discuss how this unique service and implementation model can act as an extension of your team so you can find time saving efficiencies and scale. You will learn how Black Diamond clients are supported with:
- A team of collaborative implementation consultants
- Dedicated Client Advocate
- Ongoing training & education
