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.
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.
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
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