{"id":12424,"date":"2026-10-18T22:44:41","date_gmt":"2026-10-18T22:44:41","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=12424"},"modified":"2026-10-18T22:45:49","modified_gmt":"2026-10-18T22:45:49","slug":"black-diamond-integration","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/black-diamond-integration\/","title":{"rendered":"Black Diamond Integration"},"content":{"rendered":"\n<p>Integration with SS&amp;C&#8217;s <a href=\"https:\/\/www.sscblackdiamond.com\/\">Black Diamond<\/a> brings unified financial intelligence directly into GReminders. By bridging Black Diamond\u2019s wealth management engine with GReminders\u2019 automation workflows, advisors can spend less time hunting down portfolio details and more time delivering high-impact client interactions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What the Integration Delivers<\/h3>\n\n\n\n<p>Black Diamond acts as a centralized source of truth, pulling complex financial data across multiple platforms and clearing firms. Connecting it to GReminders automatically streams critical client insights right where you prepare for meetings:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Relationship Data:<\/strong> Clear visibility into household structures, family links, and key client contact profiles.<\/li>\n\n\n\n<li><strong>Account &amp; Portfolio Breakdown:<\/strong> Instant access to account types, total assets under management (AUM), holdings, and asset allocation across connected institutions.<\/li>\n\n\n\n<li><strong>Performance Insights:<\/strong> Up-to-date account performance metrics and reporting data ready at a glance.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">How It Powers Your Workflow<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">1. Pre-Meeting Prep<\/h4>\n\n\n\n<p>No more manual data gathering before client sit-downs. GReminders automatically synthesizes Black Diamond\u2019s portfolio and relationship data into concise, automated pre-meeting briefs. When an upcoming meeting appears on your calendar, your brief is already generated with the latest account balances, household overview, and performance updates.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2. Ask Anything (AI Assistant)<\/h4>\n\n\n\n<p>Need quick answers about a client before jumping on a call? Query the GReminders <strong>Ask Anything<\/strong> feature to pull instant insights directly from Black Diamond data. <\/p>\n\n\n\n<p>Simply ask plain-language questions like:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em>&#8220;What is the combined portfolio value for the Smith household?&#8221;<\/em><\/p>\n\n\n\n<p>&#8220;What is their Asset Allocation?&#8221;<\/p>\n\n\n\n<p>&#8220;What is the expected annualized income for this year?&#8221;<\/p>\n<\/blockquote>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Set it Up<\/h2>\n\n\n\n<p>To integrate Black Diamond to GReminders you need to get your some API Keys from Black Diamond. <\/p>\n\n\n\n<p>Open a new Support Ticket through Case Management inside your Black Diamond account, or send it directly to your dedicated Black Diamond service contact.<\/p>\n\n\n\n<p>You can also go to request this by <a href=\"https:\/\/www.blackdiamondwealthplatform.com\/signup\">filling out the API Questionnaire here.<\/a><\/p>\n\n\n\n<p>If Black Diamond asks for a callback URL it is <code>https:\/\/app.greminders.com\/blackdiamond-oauth<\/code><\/p>\n\n\n\n<p>Once you receive the <strong>Client ID <\/strong>and<strong> Client Secret<\/strong> from Black Diamond go to the Black Diamond Developer Portal and get your <strong>Subscription Key<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"741\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/black-diamond-subscription-key-1024x741.jpg\" alt=\"\" class=\"wp-image-12425\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/black-diamond-subscription-key-1024x741.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/black-diamond-subscription-key-300x217.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/black-diamond-subscription-key-768x555.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/black-diamond-subscription-key.jpg 1319w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Now, in GReminders as an Administrator go to Setup > Integrations and search for Black Diamond.<\/p>\n\n\n\n<p>Click Connect then Setup.<\/p>\n\n\n\n<p>Enter all 3 pieces of information you collected above.  The Client ID, Secret and Subscription Key.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"456\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/blackdiamond-gr-setup1-1024x456.jpg\" alt=\"\" class=\"wp-image-12426\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/blackdiamond-gr-setup1-1024x456.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/blackdiamond-gr-setup1-300x134.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/blackdiamond-gr-setup1-768x342.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/10\/blackdiamond-gr-setup1.jpg 1393w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Click Save<\/p>\n\n\n\n<p>This should take you to a Black Diamond login screen where you enter your standard Black Diamond Credentials.<\/p>\n\n\n\n<p>This should successfully bring you back to the GReminders Setup Page.<\/p>\n\n\n\n<p>That&#8217;s It.  You are now connected.<\/p>\n\n\n\n<p>To confirm its working navigate to your CRM Contacts in GReminders. Ask a question like &#8220;Show me all the information in Black Diamond on this client&#8221;<\/p>\n\n\n\n<p>The system should return everything it sees.<\/p>\n\n\n\n<p>Additionally you can add <a href=\"https:\/\/www.greminders.com\/articles\/pre-meeting-briefs\/\">Pre Meeting Brief Instructions in the template<\/a>.<\/p>\n\n\n\n<p>Looking for additional functionality? Contact support@greminders.com<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integration with SS&amp;C&#8217;s Black Diamond brings unified financial intelligence directly into GReminders. By bridging Black Diamond\u2019s wealth management engine with GReminders\u2019 automation workflows, advisors can spend less time hunting down portfolio details and more time delivering high-impact client interactions. What the Integration Delivers Black Diamond acts as a centralized source of truth, pulling complex financial [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":12427,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-12424","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Black Diamond Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/black-diamond-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Black Diamond Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Integration with SS&amp;C&#8217;s Black Diamond brings unified financial intelligence directly into GReminders. 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