FinanceFinance Specific

Automate Black Diamond with Caddi

Built for finance teams.

The SS&C Black Diamond Wealth Platform is the performance and reporting hub for many advice firms. The packets and statements it produces rarely stay in Black Diamond, though. They need to reach the CRM, the document system, and the client.

Why automate it

The work around Black Diamond is where time disappears.

Operations teams re-run, rename, and re-file Black Diamond reports for every household, every cycle, then reconcile the numbers against the CRM and custodians by hand. Caddi orchestrates those motions so the right deliverable lands in the right place automatically.

How it works

Caddi turns your screenshares into AI automations.

Record yourself doing the Black Diamond workflow once. Caddi watches the screenshare and builds a verified automation that runs it for you, every time.

Workflows

Loops Caddi runs against Black Diamond

  • Client review packet generation

    Recommended pattern
    1. Black Diamond
    2. Salesforce
    3. Laserfiche

    Caddi pulls each household's performance and holdings from Black Diamond, assembles the quarterly review packet, files it to the document system with the right metadata, and notifies the advisor.

  • Custodian and CRM reconciliation

    Recommended pattern
    1. Black Diamond
    2. Microsoft Excel
    3. Salesforce

    Caddi compares Black Diamond positions and billing against custodian feeds and the CRM, surfaces variances, and writes the reconciled record back to the household.

  • Performance summary email

    Recommended pattern
    1. Black Diamond
    2. Gmail
    3. Salesforce

    Caddi pulls quarterly performance from Black Diamond, drafts a personalized summary email per household, and queues it for adviser approval before it goes out.

Where finance teams use it

Caddi + Black Diamond, in practice

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Black Diamond with no rekeying.

  • Meeting prep & follow-up

    Pull the right Black Diamond data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Black Diamond metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Black Diamond, and write the audit-ready record back to the right account.

FAQ

Questions about automating Black Diamond

Does Caddi have a real Black Diamond integration?

Yes. Caddi runs verified code against Black Diamond's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Black Diamond is reviewed before it runs in production.

Do I need engineering help to automate Black Diamond with Caddi?

No. You demonstrate the workflow once — clicking through Black Diamond the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Black Diamond data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Black Diamond with no model in the loop.

Can Caddi connect Black Diamond to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Black Diamond, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Black Diamond

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See it on your stack

Ready to automate Black Diamond?

Drop your work email and we'll show you Caddi running end-to-end against Black Diamond and the rest of your stack.