Black Diamond Wealth Platform | Client View Application

Описание к видео Black Diamond Wealth Platform | Client View Application

Client View is an intuitive application within the Black Diamond® Wealth Platform that’s the home of your day-to-day client communication and financial management needs. Native Black Diamond data and client-specific integration data cohesively connect to help you smoothly deliver a first-class client experience while streamlining your own operations.

Watch this short video to see how Black Diamond’s Client View application connects the pieces of your client puzzle within a centralized and powerful command center.

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