Client Meeting Prep Pack for Wealth Managers with Black Diamond
The Problem
Prepping for a High-Net-Worth Advisory client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.
What We Build in Black Diamond
AI assembles the review pack from Addepar, Black Diamond, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Black Diamond — uses the native API or agent integration so nothing leaves the system of record.
Black Diamond Integration Approach
Audit your Black Diamond configuration
We map the specific Black Diamond objects, custom fields, and workflows the automation needs to touch for your high-net-worth advisory practice.
Build on the Black Diamond API or agent
Integration happens inside Black Diamond — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Black Diamond with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Black Diamond instance
30-minute call. We'll look at your actual Black Diamond setup and show exactly how this workflow fits.