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

Intermediate Learning Path
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Continue your learning journey with the Intermediate Learning Path. Let's dive into reviewing your data! Learn how to use Views and Dashboards to help you sort, filter, and understand your data. Learn how to track your emails with Engage as well as how to use the mobile app.

Below you will find both articles and videos for your learning journey.

 

Articles

 

Dashboards

 

Create Your Own Views

 

Email Tracking

 

Continue to the Advanced Learning Path here!

Videos

 

Dashboards

 

Create Your Own Views

 

Email Tracking

 

 

 

 

 

 

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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