recorded Webinar Integration Demos

How Advisors Use Wealthbox + Black Diamond to Manage and Strengthen Client Relationships

Presented by

Watch this live webinar to see how the integration between Wealthbox + Black Diamond allows advisors to see detailed account information in Wealthbox CRM to streamline interactions with clients. This webinar will cover:

  1. How SS&C’s Black Diamond® Wealth Platform provides advisors with everything they need integrated in one place to guide clients through their complete wealth journey.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration between Wealthbox and Black Diamond gives advisors the ability to quickly view account summaries, holdings, and transactions from Black Diamond reconciled accounts to streamline daily operations.

Speakers

Christopher Gonzales

Solutions Manager

Black Diamond

Andrew Ladwig

Director of Business Development

Wealthbox

“Integrating with Wealthbox provides Black Diamond firms with a consolidated knowledgebase that ultimately strengthens advisor/investor relationships. Great client relationships are the core element of any successful advisory firm.”

Eli George

Senior Director at Black Diamond parent SS&C Technologies

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