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Black Diamond

Client, portfolio, and performance data for advisors

Category
Finance
Primary Subcategory
Wealth & Portfolio Tracking Dashboards
View in the Claude registry
Integration details

Description

Connect Claude to Black Diamond and get answers from your data in plain language, without switching screens or running manual lookups. Look up clients and accounts, pull performance and holdings down to the tax lot, track private fund activity, and review fees and transactions. Find rebalancing and tax loss harvesting opportunities, launch rebalance sessions, and run client reports on demand. Built for advisors and operations teams prepping for client meetings, researching billing questions, or scanning the book for opportunities.

Integration type
Connector
Verification status
Verified connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Wealth & Portfolio Tracking Dashboards

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
SS&C Black Diamond
Access
Account required
First tracked
2026-09-12
Tool count
6
Geography
US

Claude Discoverability Score

Your Claude Discoverability Score is being prepared

Claude can surface a verified Connector when it matches a user’s Prompt.We are preparing Black Diamond’s Discoverability Score and will publish it when the benchmark is ready.

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No spam. Unsubscribe any time.

What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

How this score is measured
Primary Subcategory

Competing in Claude Wealth & Portfolio Tracking Dashboards

View Category
#2 of 9ranked by public Discoverability Score
Primary Subcategory
1Addepar MCPComing soonGet notified
2Black DiamondComing soonGet notified
3Flourish FinancialComing soonGet notified
—Collation MCP ServerPending VerificationGet notified
4OrionComing soonGet notified
—Envestnet TamaracPending VerificationGet notified
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

6 tools agents can invoke

Black Diamond FAQ
How do I improve a Verified connector's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Black Diamond alternatives on Claude?

As of 2026-09-15, Black Diamond competes with Addepar MCP, Collation MCP Server, Envestnet Tamarac, Flanks Aggregate, Flourish Financial, IBI SMART, Orion, ValYou in Claude Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.