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