Asset-Map seamlessly integrates with Black Diamond® to enable advisors to communicate easier with clients and provide more clarity around household finances and needs. Streamline productivity and simplify data transfers with Asset-Map and our software’s Black Diamond® integrations.
The Black Diamond® Wealth Platform is a system that allows financial advisors and wealth managers to manage and oversee accounting metrics, portfolio indicators, financial reports, and much more. The Black Diamond® integration with Asset-Map allows financial advisors to leverage the data and insights native to Black Diamond® within Asset-Map’s ecosystem.
Import clients from Black Diamond® to Asset-Map with a single click to quickly generate new Asset-Map Households with Members, reducing input errors and ensuring data continuity.
Use client data from Black Diamond® to easily post an Asset-Map Report in your Advisor Timeline to keep your team in sync, or share with clients for more transparent conversations.
A subscription to Black Diamond Wealth Platform
A subscription to Asset-Map
