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.
Single sign-on from eMoney to Black Diamond
Download Black Diamond Quarterly Performance Reports (QPRs) and store them directly in your eMoney vault
Link Black Diamond portfolios to new and existing eMoney clients
Give us a call at 1-888-362-4612 or check out our recent eMoney + Black Diamond write-up.