Black Diamond Review Packet Filing
Built for Financial Advisors.
Generate household quarterly review packets from Black Diamond and file them with the correct metadata, reducing manual report prep and archiving for advisor teams.
The manual work this replaces
Operations staff manually run each household's reports in Black Diamond, rename the files, and file them across systems before every review.
How the automation runs
This process generates and stores a household's quarterly review packet. It uses Salesforce to identify the household and meeting date, runs and downloads the performance, holdings, and billing reports from Black Diamond, assembles them into a single packet, and uploads it to Laserfiche with the correct household, period, and document-type metadata. The workflow finishes by logging the filed packet to the household record and notifying the advisor that materials are ready.
What changes after Caddi
Automates review packet creation and filing, making meeting materials faster to produce and consistently stored.
Want Black Diamond Review Packet Filing automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.