> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Black Diamond

> Connect Black Diamond to view reporting households, account activity, and portfolio allocations in Slant.

Connect Black Diamond to bring your firm's authorized portfolio reporting data into Slant. The integration adds a **Reporting** tab to client households.

<Note>
  A Slant representative must enable Reporting for your company. After it is
  enabled, only company admins can connect or disconnect Black Diamond.
</Note>

## 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.

<Steps>
  <Step title="Open reporting settings">
    Go to **Settings** → **Reporting**.
  </Step>

  <Step title="Start the connection">Click **Connect Black Diamond**.</Step>

  <Step title="Authorize Slant">
    Sign in to Black Diamond with the firm user and approve access. Black
    Diamond returns you to Slant when authorization is complete.
  </Step>

  <Step title="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.
  </Step>
</Steps>

After the first import, Slant refreshes Black Diamond data nightly. If the connection expires, syncing pauses. Click **Reconnect Black Diamond** and authorize Slant again.

## Link reporting households to clients

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.

### Link from reporting settings

<Steps>
  <Step title="Open reporting settings">
    Go to **Settings** → **Reporting**.
  </Step>

  <Step title="Find the Black Diamond household">
    Search **Available households** by household name.
  </Step>

  <Step title="Choose the Slant client">
    In **Linked household**, select the client household that matches the Black
    Diamond relationship.
  </Step>
</Steps>

The client's **Reporting** tab displays the linked Black Diamond data.

### Link from a client

<Steps>
  <Step title="Open the reporting tab">
    Open a client household and click **Reporting**.
  </Step>

  <Step title="Open the household picker">
    Click **Link reporting household**.
  </Step>

  <Step title="Select the Black Diamond household">
    Search for the reporting household, select it, and click **Link household**.
  </Step>
</Steps>

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.

## 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**.

<Warning>
  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.
</Warning>

## 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.

## Disconnect Black Diamond

<Steps>
  <Step title="Open reporting settings">
    Go to **Settings** → **Reporting**.
  </Step>

  <Step title="Open the confirmation">
    Click the trash icon on the **Black Diamond** card.
  </Step>

  <Step title="Confirm the disconnect">Click **Disconnect**.</Step>
</Steps>

<Warning>
  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.
</Warning>

Slant displays **Disconnecting** while it removes the imported data. You can leave the page while cleanup finishes.