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Connect Black Diamond to bring your firm’s authorized portfolio reporting data into Slant. The integration adds a Reporting tab to client households.
A Slant representative must enable Reporting for your company. After it is enabled, only company admins can connect or disconnect Black Diamond.

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Connect Black Diamond

Use a Black Diamond firm user who can access every relationship and account you want to import. Slant only receives data available to that user.
1

Open reporting settings

Go to Settings → Reporting.
2

Start the connection

Click Connect Black Diamond.
3

Authorize Slant

Sign in to Black Diamond with the firm user and approve access. Black Diamond returns you to Slant when authorization is complete.
4

Wait for the first import

Slant displays Importing Black Diamond data while it retrieves authorized households, supervised accounts, portfolios, and allocation targets. Available households updates when the import finishes.
After the first import, Slant refreshes Black Diamond data nightly. If the connection expires, syncing pauses. Click Reconnect Black Diamond and authorize Slant again. Slant attempts to match imported Black Diamond relationships to existing clients. Use either method below when a relationship remains unlinked or needs a different match.
1

Open reporting settings

Go to Settings → Reporting.
2

Find the Black Diamond household

Search Available households by household name.
3

Choose the Slant client

In Linked household, select the client household that matches the Black Diamond relationship.
The client’s Reporting tab displays the linked Black Diamond data.
1

Open the reporting tab

Open a client household and click Reporting.
2

Open the household picker

Click Link reporting household.
3

Select the Black Diamond household

Search for the reporting household, select it, and click Link household.
To change a link, click Adjust link. Select another reporting household and click Update link, or click Unlink household. An unlinked relationship remains in Black Diamond and stays available for manual linking in Slant. Nightly syncs do not automatically relink it.

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Create a Black Diamond relationship

If the client does not exist in Black Diamond, open the client’s Reporting tab and click Link reporting household → Create in Black Diamond. Review the relationship and contact names, then click Create.
This creates a new Black Diamond contact for every named person in the Slant client household and creates a new relationship. Slant does not reuse matching Black Diamond records during this action.

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View reporting data

The client’s Reporting tab shows portfolio information from Black Diamond:
  • Actual and target allocations — Compare the current asset-class allocation with its Black Diamond target.
  • Portfolio selector — Switch between portfolios when the relationship has more than one.
  • Supervised accounts — Review market value, starting value, contributions, withdrawals, and fees for each included account.
  • Black Diamond links — Open the relationship, allocation, or account directly in Black Diamond.
The Updated at timestamp shows when Slant last imported the relationship. Only supervised Black Diamond accounts appear in Slant reporting.

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Disconnect Black Diamond

1

Open reporting settings

Go to Settings → Reporting.
2

Open the confirmation

Click the trash icon on the Black Diamond card.
3

Confirm the disconnect

Click Disconnect.
Disconnecting deletes all Black Diamond households, accounts, portfolio data, and client links imported into Slant. It does not delete clients from Slant or data from Black Diamond.
Slant displays Disconnecting while it removes the imported data. You can leave the page while cleanup finishes.