How to set up the Black Diamond integration
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.
The Black Diamond Wealth platform provides tools for portfolio management, reporting, data aggregation, accounting, billing, and more.
The information sent to Black Diamond includes:
You can set up this integration for your firm by taking the following steps:
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.