Short answer
A Black Diamond integration brings portfolio, performance and household data from SS&C Black Diamond into Salesforce or HubSpot, giving advisors performance context on the client record.
How the Black Diamond integration works
Black Diamond is a portfolio reporting platform for wealth managers. CRM integration aligns households and accounts, surfaces performance and AUM, and can link to client portal access.
What syncs
- Households and accounts
- AUM and performance
- Account groupings
Integration options
- Black Diamond APIs through middleware
- Pre-built integration options
- Scheduled loads
What to plan for
- Household and grouping differences
- AUM ownership
Frequently asked questions
Can Black Diamond and Salesforce share households?
Yes, with a mapping of Black Diamond groupings to FSC households.
How often does data sync?
Typically daily.