RIAs who value a transparent and communicative client experience often turn to Black Diamond Wealth Platform. But what if Black Diamond could provide even more precise reporting without risking confusion from cross-influences?
SMArtX delivers on clear, laser-focused performance tracking to further improve client reports. With SMArtX, you don’t need to choose between a modern, scalable interface and the reporting tools you love from Black Diamond. SMArtX seamlessly integrates with this platform to deliver accurate strategy-level data, serving to enhance the client-facing reporting experience.
SMArtX x Black Diamond
SMArtX’s unified managed accounts (UMA) structure lets you track portfolio strategies individually for clients or at an even granular sleeve level. Passing this data to Black Diamond allows clients to see clearer and more precise performance data, instilling confidence in your management abilities. SMArtX provides transparent tracking and analysis that clearly separates sleeves and reports to avoid obscuring results.
This seamless integration reduces back-office workflow by automating the flow of data between both systems. You leverage the modern, interactive reporting portal offered by BlackDiamond while still benefiting from SMArtX’s accurate, real-time performance calculations.
Enhance Client Reporting With Sleeve-Level Integrations
Engage clients with focused, transparent reports by combining SMArtX with the Black Diamond Wealth Management platform. You continue to benefit from the visually compelling reports you know from BlackDiamond while enhancing their granularity and delivering even greater insights. Even better, SMArtX grows and scales with your business while maintaining full flexibility and customization within each feature.
Discover how integrating SMArtX with the Black Diamond Wealth Platform can elevate the client reporting experience. Book a demo today for more insights.
