# RMD & Distribution Tracking for Wealth Managers with Black Diamond

> AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Black Diamond — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Black Diamond](https://calish.com/workflows/tool/black-diamond/)
- **Role:** [Wealth Manager](https://calish.com/workflows/for/wealth-manager/)
- **Specialty:** High-Net-Worth Advisory
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/rmd-and-distribution-tracking-for-wealth-manager-with-black-diamond/

## The Problem

Missing an RMD for a High-Net-Worth Advisory client triggers a 25% excise tax — and tracking them across custodians in Addepar is a manual audit every December.

## What We Build in Black Diamond

AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. 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

1. **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.
2. **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.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Black Diamond with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [RMD & Distribution Tracking for Wealth Managers](https://calish.com/workflows/rmd-and-distribution-tracking-for-wealth-manager/)
- AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book.

## Other Black Diamond Automations

- [New Client Onboarding for Wealth Managers](https://calish.com/workflows/with/new-client-onboarding-for-wealth-manager-with-black-diamond/)
- [Client Meeting Prep Pack for Wealth Managers](https://calish.com/workflows/with/client-meeting-prep-pack-for-wealth-manager-with-black-diamond/)
- [Portfolio Drift & Rebalance Alerts for Wealth Managers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-wealth-manager-with-black-diamond/)
- [KYC/AML Review for Wealth Managers](https://calish.com/workflows/with/kyc-aml-review-for-wealth-manager-with-black-diamond/)
- [Deal Sourcing & Screening for Wealth Managers](https://calish.com/workflows/with/deal-sourcing-and-screening-for-wealth-manager-with-black-diamond/)
- [LP & Investor Reporting for Wealth Managers](https://calish.com/workflows/with/lp-and-investor-reporting-for-wealth-manager-with-black-diamond/)

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