Clients expect intuitive, real-time access to their financial lives across devices. SS&C Black Diamond Client View application delivers a modern digital experience that strengthens engagement and reinforces advisor value.
The app deepens trust by offering clarity and convenience without revisiting the specifics listed below. Its immersive design encourages clients to return frequently for updates and insights. Advisors benefit from better-informed clients who engage more meaningfully in planning conversations.
Client Experience Highlights:
Secure, mobile-friendly account access
Real-time performance insights
Document vault and reporting access
Aggregated financial account visibility
Customizable firm branding