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Finance

Automate Black Diamond with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Black Diamond. It runs 8 supported actions in Black Diamond, including generate report, find account, and export performance data, and connects it to Addepar, Tamarac, and Salesforce. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Black Diamond integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Black Diamond and every tool it touches, each through its API.

Supported actions8
  • Report generatedTriggers when a performance or review report finishes rendering.
  • Account updatedTriggers when an account's holdings, value, or details change.
  • New account addedTriggers when a new account is added to a household.
  • Billing run completedTriggers when a fee billing run finishes for the period.
  • Generate reportRun a performance, holdings, or review report for a household.
  • Find accountLook up an account or household by name, ID, or custodian.
  • Export performance dataPull performance, positions, or billing figures for a date range.
  • Update householdWrite household or account metadata back to Black Diamond.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit sscblackdiamond.com

How to automate Black Diamond

  1. Connect Black Diamond to Caddi

    Allow

    1Sign in to Black Diamond

    One click with your own Black Diamond login. No API keys.

  2. Automate client review packet generation in Black Diamond.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Black Diamond integrations

Connect Black Diamond with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Black Diamond

Why teams automate Black Diamond

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.

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.

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

  • 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.

Questions about automating Black Diamond

Does Caddi have a real Black Diamond integration?

Yes. Caddi runs verified code against Black Diamond's official APIs. 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, 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; once generated, it executes as deterministic code against Black Diamond, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Black Diamond?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Black Diamond

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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.