Looking for a way to improve the way you perform portfolio analytics for the client accounts you manage with the Black Diamond platform?
Our integration makes it simple to load all of the accounts and portfolios you manage in Black Diamond into the Kwanti system so you can start running advanced analysis on them in no time.
The integration is available to use right now. Here’s what you need to know about how to set it up, and why it will benefit your daily workflows.
Who is Black Diamond?
Black Diamond is a portfolio management platform for financial advisors and wealth managers that includes features like performance reporting, rebalancing, client billing, and client reporting. Black Diamond is part of SS&C Technologies.
You can learn more about Black Diamond here.
What You Can Do with the Kwanti and Black Diamond Integration
The Kwanti integration with Black Diamond gives you functionality to quickly sync your accounts and portfolios from Black Diamond to the Kwanti platform.
Setting up this integration can help streamline your workflow in two ways:
- Eliminate the chance of error when manually updating information in Kwanti for accounts you manage in Black Diamond.
- Run analytics immediately and quickly on any account, without having to take extra time to see if it’s updated first.
Once your integration is set up, you never need to link your two accounts again. Kwanti will pull updated portfolio position information daily and automatically.
In no time at all, you’ll be generating reports of performance and risk metrics and viewing detailed asset allocation for all your client portfolios.
As you equip yourself with this information, you’ll be able to make more informed, more unique recommendations for how to manage each client’s investment portfolio according to their needs and goals.
How to Get the Integration Started
You can set up the integration with Black Diamond in three steps.
Click Import from the Kwanti action menu and select Black Diamond from the list, then click “Activate This Integration” on the next page and follow the instructions.
You’ll be asked to sign into Black Diamond, which you’ll only need to do once.
The final step allows you to choose portfolios or accounts, either one at a time or many at once. After your selections are complete click Import, and you’re done. In a matter of minutes you’ll be analyzing accounts at a deeper level than ever.
You can always find the portfolios syncing from Black Diamond on your main Kwanti Analytics screen. Each portfolio or account will be represented by a Black Diamond logo in the “Type” column.
If you’re a Kwanti user already and also use Black Diamond, sign in here to get started and add this integration right away. There’s no additional cost to you.
SS&C Advent Black Diamond and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products.