Connect Black Diamond to Milemarker

Black Diamond handles portfolio accounting, trust and retirement services, investment management and Advisor-Client communications for wealth management firms. Milemarker connects to it and brings accounts, positions, holdings, transactions and performance into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Black Diamond handles portfolio accounting, trust and retirement services, investment management and Advisor-Client communications for wealth management firms. Like every system in your stack it holds a slice of the firm — wealth picture, investment strategy and portfolio performance — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your Black Diamond agreement permits you to extract, store and reuse, then land accounts, positions, holdings, transactions and performance over a secure API connection into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there Black Diamond data is no longer a silo. It joins your custodial feeds, planning tools, billing and CRM under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what Black Diamond holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — accounts, positions, holdings, transactions and performance — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point Black Diamond data can be combined with any other source you hold the rights to use.