Black Diamond: One Stop Shop for Wealth Management

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  • 01 mins 40 secs
Mike Betz, Director, Channel Management at SS&C Advent highlights the Black Diamond wealth platform advantages and focuses on use cases and integration experience.

Channel

Advisor Technology with Tim
www.blackdiamond.advent.com

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at 800.727.0605 or email [email protected].

Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.