Platform Partner: SS&C Salentica
Platform Partner: SS&C Salentica
Client Relationship Management
Grow quickly and efficiently with a purpose-built CRM system designed specifically for the unique needs of wealth managers. Additionally, SS&C Salentica has options to meet your unique business needs.
Perks of Partnership
-
Synchronized
Over 100 available data points can be synced including holdings, asset allocation, market value, and cost basis.
-
Comprehensive
Access recent Black Diamond reports or leverage the synced data to build your reports or create dashboards directly in CRM.
-
Consistent
A similar data hierarchy and relationship structure make for a seamless experience.
-
Unified
From your contact’s record in the CRM, click directly to their portfolio within Black Diamond through a contextual single-sign-on.
-
Video
Hear how the SS&C Salentica integration with Black Diamond is a competitive differentiator.
Platform Partner Website
To learn more about this platform partner, visit their website. Visit Site
Connecting the Dots of Your Practice so You Can Connect with Your Clients.