| Innovation New Applications
The Client View application within Black Diamond works as an advisor’s command center. Enabling 360-degree client relationship management.
Through Client View advisors can:
- Update client information
- Analyze past, present, and future financial life
- Configure, run, and share reports
- Communicate with any household users
- Share documents and statements
- View client specifics from third-party integrations
- Jump into client-related workflows within Rebalancer and Billing
- Select from a range of settings for a customized experience
Adoption meant changing user habits. It also required firms to migrate from portfolio-centric data structuring to a holistic relationship one. This was made easier with bulk tools and CRM integration.
Enhancements since release have included adding a client to-do list with an integrated DocuSign workflow and a configurable Home dashboard.