Overview
The Black Diamond Wealth Platform provides tools for portfolio management and reporting, data aggregation and 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:
- Email support@bettermentforadvisors.com and request to enable the Black Diamond integration for your firm.
- 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.
- Once the integration is complete on Betterment's side, our team will let both you and the Black Diamond team know. This can take a few business days.
- Black Diamond will be able to assist you in completing the integration setup.
