Software that connects to Black Diamond

The rule: every tool we list that names a live connection to Black Diamond, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Black Diamond

7

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Takes data from Black Diamond Recorded as "Advent Black Diamond" Data in: account feed (typically daily)	Checked on the vendor's site · Oct 6Redtail support article: Portfolio Management and Custodians	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Takes data from Black Diamond Data in: client information, account summaries, holdings, transactions	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Practifi	Two-way with Black Diamond Data in: portfolios, client relationships, accounts, holdings Data out: entity details, contact info, addresses Two-way: client team assignments	Checked on the vendor's site · Oct 6Practifi help centre: Using the Black Diamond Integration	$135 a month for one person Connection cost: On Practifi Naya, open APIs and purpose-built wealth-tech integrations come at no additional cost; Practifi's Sentir pages say nothing about connection costs. Checked on the vendor's site · Oct 6Practifi Naya product page
Slant	Takes data from and sends data to Black Diamond Data in: portfolio reporting data Data in: households, supervised accounts, portfolios, allocation targets Data out: new relationship and contacts from a Slant household	Checked on the vendor's site · Oct 6Slant docs: Black Diamond	$150 a month for one person Connection cost: not stated on the Slant pages we read (Oct 7).
AdvisorEngine	Names Black Diamond, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6AdvisorEngine CRM integrations page (partner logos)	$207 a month for one person The plan has a 3-user minimum Connection cost: not stated on the AdvisorEngine pages we read (Oct 7). Note: AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date.
Arcons Technology	Takes data from Black Diamond Data in: portfolio data as a reporting source	Checked on the vendor's site · Oct 6Arcons clientPort page (report data sources)	No price found Connection cost: Arcons Technology publishes no pricing for us to read.
Black Diamond CRM	Takes data from and sends data to Black Diamond Recorded as "Black Diamond (portfolio management and reporting)" Data in: client, portfolio and account data Direction not stated: contacts and relationships Direction not stated: address data Data out: timeline posts created from CRM tasks Single sign-on	Checked on the vendor's site · Oct 6SS&C Black Diamond CRM page	No price found Connection cost: Black Diamond CRM publishes no pricing for us to read.

Planning tools that connect to Black Diamond

5

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from and sends data to Black Diamond Data in: position-level account data Data out: RightCapital reports, sent to the client's Black Diamond Timeline Single sign-on	Checked on the vendor's site · Oct 6RightCapital help centre: Black Diamond integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Income Lab	Takes data from Black Diamond Data in: client data	Checked on the vendor's site · Oct 6Income Lab pricing page (plan comparison)	$165.83 a month for one person Connection cost: not stated on the Income Lab pages we read (Oct 7).
MoneyGuide	Takes data from and sends data to Black Diamond Recorded as "Black Diamond (Advent)" Data in: clients Data out: adopted plan monte carlo Single sign-on	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
FinDash	Takes data from Black Diamond Data in: account and holdings data	Checked on the vendor's site · Oct 6FinDash product page: Integrations & Data Lake	$239.20 a month for one person The plan has a 2-user minimum Connection cost: FinDash's integrations page says its custodian connections (including my529 and Black Diamond) and Plaid aggregation are all included in FinDash. Checked on the vendor's site · Oct 6FinDash integrations page
eMoney Advisor	Names Black Diamond, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to Black Diamond

5

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Caddi	Names Black Diamond, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Caddi integrations pageAlso: Caddi Black Diamond integration page	Free for one person Connection cost: not checked yet.
Zocks	Takes data from Black Diamond Recorded as "Black Diamond Wealth Platform" Data in: real-time portfolio data	Checked on the vendor's site · Oct 13Zocks integrations page	$67 a month for one person Connection cost: not checked yet.
Jump	Takes data from Black Diamond Data in: portfolio and account context for pre-meeting prep	Checked on the vendor's site · Oct 13Jump integrations page	$100 a month for one person Connection cost: not checked yet.
Mili	Takes data from Black Diamond Data in: client snapshot, fetched on demand	Checked on the vendor's site · Oct 13Mili integrations: Black Diamond	No price found Connection cost: not checked yet.
PitCrew	Names Black Diamond, with no detail Recorded as "Black Diamond (SS&C)" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.