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SalesTribe Review

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
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Description of SalesTribe

With the Black Diamond Wealth Platform as the hub of your advisory business, you be able to leverage technology to drive profitability, scale, and growth. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several complementary solutions. These include - but are not limited to - financial planning, portfolio analytics and CRM software, as well as access to traditional and alternative managed account strategies.

Reviews

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Type of review

Revainrating 5 out of 5

Sales Trige made taking care of business much easier

I like that it connects all my accounts together (investment/accounts) so i can see everything in one place at once! It's easy for me too manage multiple clients from different companies by just using sales tribe instead having separate logins / websites etc.. Also its very user friendly when dealing woth new customers or even current ones who need help understanding their investments better!! Nothing really. But there is nothing wrong either because this product does have what we use every…

Pros
  • All done here automatically via simple clickable links for ease
Cons
  • So-so