Modernize the user experience
As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client conversations.
Differentiate your service offering with an innovative portal personalized to you and your clients.
Why choose this solution