Platform Partner: SS&C Salentica
Client Relationship ManagementGrow quickly and efficiently with a purpose-built CRM system designed specifically for the unique needs of wealth managers. With CRM options, Salentica has products to meet the intricacies of your firm and empower diverse teams.
Perks of Partnership
Over 100 available data points can be synced including holdings, asset allocation, market value, and cost basis.
Access recent Black Diamond reports or leverage the synced data to build custom reports or create dashboards directly in CRM.
A similar data hierarchy and relationship structure make for a seamless experience.
From your contact’s record in the CRM, click directly into their portfolio within Black Diamond through a contextual single-sign-on.