The Black Diamond integration allows users to access account details, holdings, and transactions from Black Diamond — all from the Contact Record page in Wealthbox.
Data from Black Diamond is refreshed every day at 11am ET.
Client Relationships from Black Diamond will be automatically mapped to Wealthbox contacts using the contact's name and email address. Users can also manually link Black Diamond accounts if needed.
Black Diamond Client Advocates are available to assist with creating Relationships within Black Diamond in bulk.
If you aren't using Client Relationships in Black Diamond, you can learn more about using Relationships via the learning center.
As long as there's a matching email or first name and last name for the client relationship when the data refreshes, Black Diamond accounts will display for that contact.