Webinar Replay: Streamline Productivity and Enhance Your Client Experience with the Asset-Map + Black Diamond Integration
Simplify data transfers, streamline productivity, and improve your client experience using our latest integration with SS&C Advent’s Black Diamond.
By sharing Asset-Map through the Black Diamond Client Experience Relationship Timeline, you’re now able to provide more clarity and context around household finances and needs.
Watch the video below to hear from both Asset-Map and Black Diamond on how using these platforms together helps you become a more efficient advisor.