BLACK DIAMOND INTEGRATION
The AI layer built for Black Diamond.
WealthIris connects directly to your Black Diamond instance and answers the questions advisors used to wait on the back office for — in seconds, with a source you can stand behind.
Read-only access
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Live in days, not months
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SOC 2 Type 2
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ISO 27001
WHAT YOU CAN ASK
Every question your advisors already have.
“What’s this household’s YTD realized gains?”
“Which accounts breached their target allocation this week?”
“Show me every account with over 15% cash.”
“Which clients have maturing fixed income products this quarter?”
WealthIris queries your Black Diamond data directly and returns a traceable answer. Every number links back to its source in Black Diamond, so nothing you say to a client is a guess.
HOW IT CONNECTS
Set up once. Live in days.
01
Read-only credential
WealthIris never writes to Black Diamond.
02
We map your accounts
No manual setup work required on your end.
03
Your team starts asking
Most firms are live the hours.
QUESTIONS WE HEAR MOST
Straight answers to the questions your CCO will ask.
Does WealthIris replace Black Diamond?
No. WealthIris sits on top of Black Diamond and answers questions in plain English. It doesn’t change how you use Black Diamond day to day.
How long does setup take?
Most firms are live within a week of granting read-only access.
Does this require IT involvement on our end?
Minimal: one read-only credential is typically all you need to enter, after that you authenticate with your Black Diamond credentials.
See it on your own Black Diamond data.