PARTNER - black diamond

Black Diamond Integration

Asset-Map seamlessly integrates with Black Diamond® to enable advisors to communicate easier with clients and provide more clarity around household finances and needs. Streamline productivity and simplify data transfers with Asset-Map and our software’s Black Diamond® integrations.

Schedule a TourSign In Now

Features Overview

Reduce Busy Work

Import clients from Black Diamond® to Asset-Map with a single click to quickly generate new Asset-Map Households with Members, reducing input errors and ensuring data continuity.

Run More Effective Meetings

Use client data from Black Diamond® to easily post an Asset-Map Report in your Advisor Timeline to keep your team in sync, or share with clients for more transparent conversations.

Book Your Asset-Map Tour

First Name*
Last Name*
Email*
Phone Number*
Valid Number

Thanks for submitting the form!

Oops! Something went wrong while submitting the form.

More Information

This Integrations Requires

Resources