If you are using Black Diamond for your Portfolio Management System, we have an integration that will help import client accounts into inStream. The integration allows inStream to update the account values on a daily basis which means tracking your client’s situation more accurately. In order to setup Black Diamond, you have just a few simple steps:
- Reach out to your Black Diamond advocate and ask them to set up the integration with inStream.
- Your Black Diamond advocate will then set up the integration on their side.
- Your Black Diamond advocate will provide you with a username and password to enter on the inStream platform.
- Lastly, you need to choose the accounts to opt-in that need to be sent to inStream from Black Diamond.