Integration: Black Diamond

What integrating with Black Diamond does for you

Integrating with Black Diamond connects Black Diamond information to clients that you have set up in RightCapital. Once established, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.

Once the integration is active advisors will have access to a secure single sign-on (SSO) that allows you to open your RightCapital advisor portal directly from Black Diamond without entering your RightCapital login credentials.

RightCapital will also be able to send reports directly to the client's Black Diamond Timeline feature.

Note

RightCapital does not pull in the contact information from Black Diamond; set up or use a CRM integration and then connect the Black Diamond information.

Accessing Through Single Sign-On (SSO)

To use the SSO, log in to your Black Diamond account, click the Menu button on the top, click the CONNECTIONS label, and click RightCapital.

How to set up your Black Diamond integration

To set up integration with Black Diamond:

1

Navigate to Advisor Portal > Integrations > Black Diamond

2

Enter your login credentials to Black Diamond

3

Click Connect – voila! You’re integrated!

How to use the Black Diamond integration

Once the integration is set up, link client accounts:

1

Log in to RightCapital

2

Click Open Client next to the client you’d like to integrate

3

Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)

4

Click +Link Account and select "Black Diamond" from the dropdown menu.

Note

This button only appears if an integration has already been established

6

Search for the client's name from the integrating database

7

Select accounts (using the check boxes in the “Link” column) to assign to the current client.

8

Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.

How to Send Reports to Black Diamond Timeline

Once an integration with Black Diamond has been established, advisors can send RightCapital reports directly to Black Diamond's Timeline feature. This process can save time and streamline client communications.

When a report is generated in RightCapital, a "send to" button will appear on the bottom left side of the screen. Once clicked, advisors will see an option to post the report directly on Black Diamond's Timeline.

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance integrating Black Diamond to RightCapital please contact Support.