Upcoming Live Webinar: How to Use Asset-Map and Black Diamond to Streamline Productivity and Improve Client Experience

Join Alison Susko and Chris Gonzales from the Asset-Map and Black Diamond teams on Tuesday, June 27th pm ET to see how to simplify data transfers, reduce busy work, and improve your client experience using our latest updates to our integration with SS&C’s Black Diamond Wealth Platform.

In this webinar you’ll also learn how to:

  • Optimize your workflow by seamlessly importing client data between platforms to create and maintain multiple households

  • Post Asset-Map Reports to Black Diamond’s Relationship Timeline for easy communication with clients

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