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Black Diamond Client View Overview Video


Client View is an intuitive application within the Black Diamond® Wealth Platform that empowers advisors to manage day-to-day client communications and financial management needs. Native Black Diamond data and client-specific integration information cohesively connect to help firms smoothly deliver a first-class, digital client experience. 

Watch this short video to see how Black Diamond’s Client View application connects client-centric functionality within a centralized and powerful command center.

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