Product Brief
Black Diamond: Client View Application
Client-focused technology that works the way you do.
Client View is an intuitive application within the Black Diamond® Wealth Platform that works as your client command center. From within this centralized space, you are able to manage your client’s financial life while driving their digital experience.
- Manage your client’s key information and contact details
- Analyze your client’s past, present, and future financial life
- Configure, run, and share reports
- Communicate with your client and any other household users
- Share documents and statements
- View client specifics from third-party integrations
- Customize your experience based on the features you use the most
Product Brief
Black Diamond: Client View Application