This direct connection between the systems allows RIAs to leverage Black Diamond data within Wealthbox CRM. Advisors will be able to receive client information and view account summaries, holdings and transactions from Black Diamond reconciled accounts; significantly streamlining advisor's daily operations.
"We aim to provide the best overall wealth platform to strengthen advisor/investor relationships. This means building alliances with best-in-class providers that can extend our solutions and maximize the value we bring to our clients," said Robert Roley, General Manager of SS&C Advent. "Our integration with Wealthbox is the latest example of our commitment to being an open platform allowing us to serve as a complete business hub for advisors.
"Black Diamond has been a highly requested integration by advisors using Wealthbox CRM," said Steve Carroll, senior product manager at Wealthbox. "Increasingly, larger RIA firms are switching to Wealthbox CRM, and we're delighted to provide advisors seamless access to their Black Diamond accounts."
The Black Diamond Wealth Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers. Black Diamond strengthens connections with clients and prospects while managing relationships with more than 1,400 advisors, wealth managers, IBDs and aggregators. Black Diamond looks ahead at industry changes by providing a purposeful suite of tools from portfolio management to reporting to client communications and more that allows advisors to manage their client's complete wealth picture.
About Wealthbox CRM / Starburst Labs, Inc.
Wealthbox CRM is owned and operated by Starburst Labs, Inc. With locations in New York City and Providence, Starburst Labs makes and operates wealth-tech products for investors, financial advisors, and investing brands.
SOURCE Wealthbox CRM