Technology | 2019.05.13
SS&C's Black Diamond Wealth Platform and Wealthbox Announce Integration Partnership
NEW YORK, May 13, 2019 /PRNewswire/ -- Wealthbox, a web-based CRM technology for financial advisors, today announced an integration with SS&Cs\' Black Diamond Wealth Platform. This direct connection between the systems allows RIAs to leverage Black Diamond data within Wealthbox CRM....
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https://www.prnewswire.com:443/news-rele[...]ion-partnership-300848579.html
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