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

Data Broker Release Notes for Engage December 2023
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Explore the December 2023 release notes and discover the latest improvements! Our commitment to enhancing user experience is reflected in the introduction of our latest fixes. We value the feedback from our dedicated community, shaping the direction of these updates. Check out the release to discover the benefits for your firm. This update will seamlessly roll out without needing any manual package or solution updates from your firm.

 

Features

Black Diamond

  • We continue to build foundational updates for Bulk Update of Contacts from Engage into Black Diamond. This is the second of three installments. All three installments necessary for Bulk Update of Contacts are expected to be released by January 2024. 

 

Innotrust

  • We continue to build foundational updates for Bulk Update of Contacts from Engage into Innotrust. This is the second of three installments. All three installments necessary for Bulk Update of Contacts are expected to be released by January 2024. 

Fixes

Black Diamond 

  • Resolved an issue where the Relationship was not recognized on the Black Diamond Post to Timeline button. Now the Black Diamond Post to Timeline will pre-populate the Relationship on the Post to Timeline screen. 

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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