Your Black Diamond account and Riskalyze can be integrated, allowing you to link your Black Diamond accounts to Riskalyze client profiles and sync your custodial data to Riskalyze.
In This Article
- Setting up the Integration
- Choosing What to Sync
- Creating a Riskalyze Client Profile from a Black Diamond Contact
- Linking an Existing Riskalyze Client to a Black Diamond Contact
- Frequent Questions
Setting up the Integration
The first time you use Black Diamond with Riskalyze you will need to establish the integration:
- Log in to Riskalyze and navigate to the ≡ icon (top right of your screen) -> Settings.
- Click the Integrations tab, then Black Diamond.
- Enter your Black Diamond credentials and click CONNECT.
The integration is now established and ready to use!
Choosing What to Sync
After you've established the integration, you can choose what information gets synced from the Riskalyze Integration Settings page. From Riskalyze, go to MENU -> Settings -> Integrations -> Black Diamond:
You can enable or disable:
- Pull Holdings: enables syncing client account holdings data from Black Diamond into Riskalyze on a regular basis. Each time you log in to Riskalyze, you should see the client's up-to-date holdings in that client's active portfolio.
Creating a Riskalyze Client Profile From a Black Diamond Client Account
From your Riskalyze dashboard, click the + Add New Client button. Make sure the Black Diamond card is checked. Begin typing the name of a client, and Riskalyze will populate matching client names for you to choose from. Click on the client name and then click the Add Client button and a profile will be created in Riskalyze.
Linking an Existing Riskalyze Client to a Black Diamond Client Account
If your Riskalyze and Black Diamond accounts are integrated, and you already have a client profile in Riskalyze, open the client profile and click on the "Client Actions" button in the top right and then "Integrations".
From here, you can control which Black Diamond client accounts are linked to this Riskalyze client profile. If you link multiple Black Diamond client accounts, Riskalyze will sync and combine all of the holdings into one active portfolio.
Why do I get a message that "this contact is already linked?"
Because Riskalyze pushes a client's Risk Number and active portfolio Risk Number to Black Diamond, a Black Diamond client can only be linked to one Riskalyze client profile.
There are a few reasons you might see this message: (a) the contact might be linked to another client profile in your account, or (b) the contact might be linked to a Riskalyze client profile in another advisor's account. If you use Riskalyze Data Sharing, you can share linked clients with other advisors within your Team. Otherwise, only one advisor will be able to have that contact linked to a Riskalyze client profile.
What if I have two Riskalyze client profiles and two Black Diamond Accounts, and I want them all together?
Choose which Riskalyze client profile you'd like to keep (preferably the profile with a client verified Risk Number). Delete the other one. Then, open the remaining client profile, click "Client Actions" in the top right and then "Integrations". Search the client as you would in the above section on "Linking an Existing Riskalyze Client". The holdings for both contacts will then resync into the active portfolio in Riskalyze.