Webinar Replay: How to Use Asset-Map and Black Diamond to Streamline Productivity and Improve Client Experience

Alison Susko and Chris Gonzales from the Asset-Map and Black Diamond teams, talked about how to simplify data transfers, reduce busy work, and improve your client experience using our latest updates to our integration with SS&C’s Black Diamond Wealth Platform.In this webinar you’ll also learn how to:Optimize your workflow by seamlessly importing client data between platforms to create and maintain multiple householdsPost Asset-Map Reports to Black Diamond’s Relationship Timeline for easy communication with clients