Black Diamond Client View Overview VideoBlack Diamond Client View Overview Video

Client View is an intuitive application within the Black Diamond® Wealth Platform that empowers advisors to manage day-to-day client communications and financial management needs. Native Black Diamond data and client-specific integration information cohesively connect to help firms smoothly deliver a first-class, digital client experience. 

Watch this short video to see how Black Diamond’s Client View application connects client-centric functionality within a centralized and powerful command center.