Platform Partner: RightCapital
Financial PlanningAccomplish more financial planning in less time. The drag and drop, plug and play functionality makes it easy to get started and provides an interactive advisor planning experience.
Perks of Partnership
Quickly power comprehensive financial plans and effortlessly keep them updated since extensive portfolio and account data automatically feeds from Black Diamond daily.
Take advantage of the cost basis of holdings data sent from Black Diamond to demonstrate advanced tax planning strategies such as Roth IRA conversions and tax efficient retirement distributions.
Post RightCapital reports and financial plans to your client’s Timeline within their portal.
Enjoy seamless navigation between systems with single-sign-on.
In today’s economy, it’s more important than ever for advisors to keep clients focused on their financial goals. We’re delighted that through our partnership with Black Diamond, our mutual advisors benefit from an integrated offering that allows them to effortlessly create or update financial plans and share them with their clients. It’s reassuring for clients and certainly elevates an advisor’s value.
Shuang ChenCo-founder and CEO RightCapital
See how you can post financial plans to your client’s portal through the Timeline integration.
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