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Black Diamond

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Overview

Seamlessly synchronize your Feathery form submissions with Black Diamond's wealth management platform, enabling efficient data flow between client interactions and portfolio management.

What you need

An active Feathery account and form
An active Black Diamond account

Background

Black Diamond is a comprehensive wealth management platform designed to help financial advisors and wealth managers deliver sophisticated, modern client experiences. It offers intuitive dashboards, robust functionality, and smart integrations to streamline operations and enhance client relationships.

Benefits

Integrating Black Diamond with Feathery allows for:

Enhanced Client Management: Automatically update client records in Black Diamond based on form submissions, ensuring accurate and up-to-date information.
Streamlined Operations: Reduce manual data entry by connecting Feathery forms directly to Black Diamond's platform, improving efficiency and reducing errors.
Improved Client Experience: Leverage the combined capabilities of Feathery's customizable forms and Black Diamond's robust wealth management tools to provide a seamless and personalized client journey.

Considerations

Before using Black Diamond, consider whether its advanced wealth management capabilities align with your firm's needs. Black Diamond offers robust portfolio management, reporting, and client engagement tools, but requires proper API access and field mapping for seamless integration. Given its role in financial services, data security and compliance with industry regulations are crucial. Ensure your team is prepared for the platform’s learning curve and assess whether automation, workflow customization, and client portal features meet your expectations.

How to set up

Navigate to the Feathery form that you want to connect to Black Diamond. Click on the Integrations tab.

Authorize and connect your Black Diamond account.

Choose which Black Diamond financial records (Vault, Clients, Assets, Cash, Expenses, etc.) you'd like your Feathery form data to map to and whether they should be created, updated, read, or both.

Map your Feathery fields to the corresponding Black Diamond record fields that you want them to populate.

Click Connect. Your integration is now live and ready to go!

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Sharepoint

Orion

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!