The Black Diamond integration with Asset Map Platform™ will have the ability to import client user details and financials from the Black Diamond application into Asset Map. In addition, there is functionality to post an Asset Map of a client who exists mutually between the two platforms from Asset-Map to the Black Diamond Timeline.

After authentication, click "Include Financials" to import financials from Black Diamond.

Search Black Diamond “Relationships” for a client record via the search bar and click Import to create a Household and map, then click View to view the Household that has been imported.  Additionally,  users may also click the out-link icon:

in order to jump directly into the corresponding Black Diamond client user to verify contact details prior to importing into Asset-Map.

Import Multiple Households

With the text field empty, click the search magnifying glass icon and wait for your client list to appear (this may take minutes). Click Import adjacent to the desired contact names. Importing is complete for the household when View is shown.

Imported Member Level Information

Member Level Details

Gender is set by default to Neutral. Please modify gender, age and relationship as you see fit within Asset-Map by clicking the member's avatar and adjusting the appropriate field.

Instrument Level Information

All financials with the exception of insurance and cash flows are imported. Asset-Map will map financials in reference to two fields in Black Diamond: Account Type and Account Registration Type. If an expected financial is not imported please investigate those two fields in Black Diamond and ensure they are populated.

Note: you might have manually created tiles representing the financials you imported. Simply delete the unwanted tiles as desired.

A link connecting to financial performance exists on the Black Diamond tab in the edit window of the financial.

Sync from the Actions menu, the right-click (alt click) menu, and the financial or member info/edit window.

Q. Error message: An error was encountered while searching; api/bdreporting.com; Status 500.
What to do: Please contact Black Diamond support. They will address this error.

Q. Sync Failure? I keep getting an error when I try to sync.

Accessing Asset-Map from multiple browsers could affect integration tokens causing a sync failure error. Please use one browser or disconnect and reconnect the integration from the Integrations page within Asset-Map to refresh the token.

Q. Are financials imported?
A. Yes, but only if you click the Financial instruments switch, found on the Black Diamond block on our Integrations page. Please note that insurance financials are not imported.

Q. Loan-Mortgage imports as an asset instead of a Liability.

A. Please ensure the Account Registration Type (on the Account Details page in Black Diamond) is set to "Loan". Once changed, save the account. To correct the Asset-Map: you must delete the errant Asset-Map tile (if one was created) and resynchronize with Black Diamond to draw the correct financial tile on the map.

Q. I search with no results.
A. Please first check that whoever you are looking for is part of a client relationship in Black Diamond. Then ensure the client has a client user assigned to them in Black Diamond. Not having either one of those could contribute to search results not appearing via the integration.

Q. Can I import my entire Black Diamond book at once?

A. On the Black Diamond/client search page in Asset-Map, click the Search tool icon while the search field is empty. Wait for the results. Click import on all of the clients you wish to import. Please note, household imports may take time.

Q. Why are [specific] assets or liabilities not coming over?

A. Please note, the Account Registration Type field within the Account Details page in Black Diamond must be populated. Other integrations from which Black Diamond is pulling might not use that field. Therefore, Asset-Map Platform will not import the asset.

A2. Alternatively, please check the Account Type field. It must have a valid entry. In Black Diamond, click the Balance Sheet page then the pencil icon associated with the financial.

Q. The Trust will not import its assets

A. A trust must have at least one contact associated with it to import trust accounts.

Q. My credentials don't seem to be working when I attempt to connect Asset-Map to Black Diamond. The Activation button keeps processing.

A. Please ensure your Broker Dealer has enabled Black Diamond.

Q. The {name the financial} does not appear on the client's Asset-Map! Even when I sync it's not there!

A. Maybe the asset is hidden. Click the Search and Select tool to see if there are hidden assets on the Asset-Map. Reveal and unhide them as desired.

*Note: The household created by this integration is dependent upon the quality and accuracy of the data entered at the source. Generally, good and accurate data will result in a successful import into Asset-Map Platform.

*Note: Synchronizing Asset-Map and Black Diamond with different browsers may produce unexpected results such as failing to sync within a browser. Please utilize the same browser.

*Note: Asset-Map does not support chain-linking (importing from one financial tool into a compatible partner into Asset-Map as this involves data feeds that are out of our control.)

Tags: black diamond, portal, client, CRM, integration

10/2024