Black Diamond Integrations Announced

#Lifestyle Wealth
PropellerAds

The popular portfolio management and reporting platform Black Diamond has some new custodial integrations. SS&C Technologies Holdings, Inc. (which owns both Black Diamond and Advent) announced Tuesday additional integration options with the advisory platforms of TD Ameritrade and Charles Schwab and reported progress on integrations with the two remaining big-four custodians—Fidelity and Pershing.

Specifically, advisors using both Black Diamond and TD Ameritrade’s Institutional’s Veo One advisor platform can seamlessly pass data from Black Diamond to Veo One’s new account opening “wizard.” This allows advisors simpler access to client account information via a single sign-on, a consolidated view of client information and for new clients a completely digital onboarding process.

Black Diamond has also launched a direct connection to Schwab’s Digital Account Open guided experience, which is an expansion on previous workflow integrations using Schwab’s OpenView Gateway platform for RIAs. This new integration means that advisors can launch the account opening workflow directly from within Black Diamond.

Black Diamond also announced it was currently in the midst of similar digital account opening initiatives with Pershing and Fidelity. Completion of these is expected for later this year. Also on the roadmap: automated delivery of custodial documents, such as statements and tax documents (meaning elimination of manual downloads for these documents).

https://www.wealthmanagement.com/technology/black-diamond-integrations-announced To Find More Information, Go To https://is.gd/saubiodigital And Look Up Any Topic

Please follow and like us: Share This Post
error




Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews

Best Body Detoxification Guides & reviews



Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews



Weight Loss Ebook Reviews

Weight loss products really work! Click here



Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here



Leave a Reply

Your email address will not be published. Required fields are marked *


Saubio's Recommended Products