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
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.
These are the integrations wealth management ops teams build first with Milemarker Relay and Black Diamond.
Holdings, positions, and valuations from Black Diamond flow automatically to CRM, client portals, and reporting platforms — no manual exports required.
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.
Black Diamond performance figures trigger automated workflows — flowing return data to CRM activity records, compliance logs, and advisor dashboards in real time.
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.
Portfolio events from Black Diamond that trigger compliance requirements — drift thresholds, restricted holdings, suitability flags — route automatically to compliance systems and CCO review queues.
Fee data and billing periods from Black Diamond sync automatically to your billing platform and accounting system — eliminating manual reconciliation at quarter end.
Connect Black Diamond to every system in your stack — without middleware, custom development, or manual exports.