Black Diamond Presents: Where Advisors and Clients Connect

When:  Aug 29, 2019 from 14:00 to 15:00 (ET)
Join us during this live demonstration to learn about the Black Diamond® Wealth Platform and how it is a holistic cloud-based solution designed to meet your unique circumstances while creating efficiencies that can optimize your business growth. We will walk you through why more than 1,400 financial advisory firms with over $1 trillion in AUM have chosen to take advantage of all that Black Diamond has to offer. You will learn how Black Diamond delivers a personalized client experience by leveraging:

  • Our industry unique service model
  • Award winning cloud-based portfolio management and reporting
  • Next-gen Rebalancer
  • Modern Client Experience portal
More information

Location

Online Instructions:
Url: http://info.advent.com/1906-WBN-Black-Diamond-and-FPA-190829_LP.html
Login: Registration is free for members