![]() As an advisor posts information, the appropriate family member automatically receives a notification on their mobile device. With communication tools like the unique Timeline feature, advisors can capture memorable events on their client’s feeds. ![]() ![]() The Black Diamond team believes a mobile app is an essential tool for advisors and investors to stay connected, and it is necessary to drive consistent engagement. So it’s unsurprising that SS&C’s Black Diamond® Wealth Platform continues to make mobile capabilities a part of the core product offering to advisory firms and their clients. Likewise, from a business perspective, we no longer need to send paper reports via mail, write lengthy emails, or schedule in-person meetings because we can communicate simply by pulling up apps on our phones. We no longer have to shop at the mall or pick up groceries because we can open our phones, browse, and easily order anything we need online. The progression of mobile technology has completely changed our daily lives. ![]()
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