Overview
The Black Diamond Wealth platform provides tools for portfolio management, reporting, data aggregation, accounting, billing, and more.
The information sent to Black Diamond includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Black Diamond from the list and click Connect to Black Diamond.
- You will see confirmation that the integration has been enabled. Data will be sent to Black Diamond within one business day.
- Reach out to Black Diamond to complete a document called an Advent Direction Letter (or Advent Authorization Letter). Black Diamond requires this document on their end to enable the integration.
- Black Diamond will be able to assist you in completing the integration setup.
