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. Additionally, SS&C Salentica has options to meet your unique business needs.
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 your 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 to their portfolio within Black Diamond through a contextual single-sign-on.