We invite you to our SS&C Black Diamond and Elements workshop. This two-day training will provide an in-depth look at an advisor’s day and showcase how you can effectively utilize both platforms for prospecting and engagement throughout the client's lifecycle.

What you’ll learn:

• Discover how to leverage tools for seamless lead management and conversion
• Learn tips to deepen engagement through ongoing management

Bring your laptop to follow along in the workshop.

Seats are limited, secure yours today.