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

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Elements Object Configuration

Unlock the full potential of your CRM with our Configuration guide, where you'll customize objects to tailor your system precisely to your needs.

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folder-icon Elements Features folder-icon Firm Wide Customizations on Elements folder-icon Setting Up Elements Features

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folder-icon Create a Custodian Record
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