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We’re excited to share that Black Diamond has a new home on LinkedIn: SS&C Black Diamond Wealth Solutions 

Home > Elements Object Configuration > Elements Features > Reports and Dashboards on Elements
Reports and Dashboards on Elements
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Learn more about Reports and Dashboards on Elements

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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