eMoney Advisor integrates with Black Diamond

eMoney seamlessly integrates with the Black Diamond Wealth Platform to simplify the wealth management process across two vital pieces of an advisor's technology solution.

 

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Single-sign on 

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Single sign-on from eMoney to Black Diamond

Quarterly Performance Reports 

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Download Black Diamond Quarterly Performance Reports (QPRs) and store them directly in your eMoney vault

Linked Black Diamond Portfolios 

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Link Black Diamond portfolios to new and existing eMoney clients

 

Have questions?

Give us a call at 1-888-362-4612 or check out our recent eMoney + Black Diamond write-up.

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