Home to your client’s financial journey

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  • 02 mins 38 secs
The Relationship Timeline is an intuitive digital experience that shows signification information through a familiar web feed and provides clarity by memorializing key interactions throughout your advisor-client relationship.

Channel

Black Diamond
www.blackdiamond.advent.com

To learn more, please contact us
at 800.727.0605 or email [email protected].

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