Black Diamond Integration Available Now

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By TJ Hill, Director of Marketing

Asset-Map now integrates with the Relationship Timeline feature in Black Diamond’s Client Experience (CX) portal. Users of both systems can share Asset-Maps with clients on the Relationship Timeline web feed, which documents fundamental advisor-client interactions.

Our latest integration with Black Diamond also helps financial advisors eliminate duplicate data entry by adding the ability to import client details from Black Diamond to the Asset-Map platform.

With the Asset-Map + Black Diamond integration, you can:

Reduce Busy Work

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Import clients from Black Diamond to Asset-Map with a single click to generate new Asset-Map Households with Members, reducing input errors and ensuring data continuity.

Run More Effective Meetings

 

Easily post an Asset-Map Report in your Advisor Timeline to keep your team in sync, or share it with clients for more transparent conversations.

Join us on February 27th for a webinar on how to use these platforms together to simplify data transfers, streamline productivity, and improve your client experience.

TJ Hill