Milemarker Relay connects Black Diamond to every system in your stack — portfolio data, performance reporting, and account changes flow automatically to CRM, compliance, billing, and advisor tools.

No-code builder · 400+ integrations · SOC 2 Type II · No middleware

The Problem

Black Diamond data is critical. Getting it out is not.

Black Diamond contains critical portfolio data — but getting it into other systems requires manual exports or expensive middleware. Ops teams spend hours downloading, reformatting, and uploading data that should flow automatically.

Milemarker Relay eliminates the middle steps. Black Diamond data triggers automated workflows that route information to every downstream system — CRM, compliance, billing, and client portals — without manual intervention or custom integration work.

What You Can Automate

Six Black Diamond workflows you can automate today

These are the integrations wealth management ops teams build first with Milemarker Relay and Black Diamond.

Portfolio data automation

Holdings, positions, and valuations from Black Diamond flow automatically to CRM, client portals, and reporting platforms — no manual exports required.

Client report distribution

When Black Diamond generates client reports, Milemarker Relay automatically routes them to the right advisors, client portals, and archiving systems — no manual download and redistribute required.

Performance data routing

Black Diamond performance figures trigger automated workflows — flowing return data to CRM activity records, compliance logs, and advisor dashboards in real time.

Account change alerts

Account openings, closures, and updates in Black Diamond trigger immediate notifications to advisors and ops teams — and sync those changes to CRM and compliance systems automatically.

Compliance data flow

Portfolio events from Black Diamond that trigger compliance requirements — drift thresholds, restricted holdings, suitability flags — route automatically to compliance systems and CCO review queues.

Billing integration

Fee data and billing periods from Black Diamond sync automatically to your billing platform and accounting system — eliminating manual reconciliation at quarter end.

$200B+

AUA on Platform

400+

Integrations

97%

Client Retention

Common Questions

Black Diamond integration questions answered

What Black Diamond data can Milemarker Relay route to other systems?

Milemarker Relay can work with Black Diamond portfolio holdings, account changes, performance data, client reports, and compliance information — routing them automatically to CRM, billing, compliance, and reporting platforms in your stack.

Does connecting Black Diamond with Milemarker Relay require custom development?

No. Milemarker Relay's visual workflow builder lets your ops team configure integrations without writing code. Define your triggers, set conditions, and choose where data flows — Milemarker's implementation team supports the setup.

How does Milemarker Relay handle Black Diamond's report delivery?

Milemarker Relay can trigger automated workflows when Black Diamond reports are ready — routing them to the right advisors, client portals, or compliance systems based on rules you define. No manual download and upload required.

Can Milemarker Relay connect Black Diamond to Salesforce or other CRMs?

Yes. Milemarker Relay connects Black Diamond to Salesforce, Redtail, Wealthbox, and 400+ other systems. Account changes, performance data, and client activity flow bidirectionally between Black Diamond and your CRM automatically.

Related guides

Part of the Automation & Relay series:

• Orion Integration & Automation

• Addepar Integration & Automation

• Multi-Custodian Workflow Automation

• N-PORT Reporting Automation: Streamline Quarterly Form N-PORT Filings

• Milemarker Relay for VPs of Technology

• Wealth Management Reporting Automation: From Manual Exports to Real-Time Dashboards