Digital Engagement Drives Relationships
The Black Diamond Client Experience is more than a portal, it’s a gateway to an immersive digital hub.Through a custom-branded, interactive online environment, your clients will have anytime, anywhere access to their financial life. With you driving engagement, this branded experience goes beyond portfolio metrics to provide your clients with a 360-degree view of their complete wealth outlook.
Welcome clients with a firm-branded space featuring tailored content that matches their profile and preferences as well as clickable team contact details.
Provide access to a configurable portfolio dashboard and give your clients a personal, on-demand look at performance, projected income, allocations, activity summary, and more.
Document the financial journey by posting meeting notes and important decisions within the Relationship Timeline.
The two-way, secure document vault makes sending, storing, and auditing files—such as custodial statements—a seamless experience.
Outside account aggregation provides the ability to review net worth information and create detailed balance sheet reporting.
Add value by incorporating third-party solutions, such as risk analysis, directly into the portfolio dashboard or Relationship Timeline.
Brian Boughner of Parallel Financial Advisors discusses how the Black Diamond Client Experience helps his firm have engaging conversations with clients around their personal goals and financial plans.
Through the Black Diamond Client Experience portal, you can offer a customizable, firm-branded, and interactive online environment that your clients can access anytime, anywhere.
Discover how the Client Experience portal delivers an interactive and immersive online financial experience.
See how the Relationship Timeline enables you, your client, and other stakeholders to embark on a shared financial journey through an intuitive digital experience.
The social media-style functionality of the Relationship Timeline helps foster additional communications and a deeper advisor-client relationship.