Black Diamond Wealth Platform Integration with Zocks

You can connect your Black Diamond Wealth Platform account to Zocks to update contact information in Black Diamond and pull data for meeting prep and more. You will have access to all the two-way structured data synchronization options available.

With this integration, you can:

Once Black Diamond is connected, contact synchronization can be enabled under Integrations / Portfolio Management/ Black Diamond Wealth Platform / Your Settings. The sync is based on email addresses, so only Black Diamond contacts with email addresses will sync to Zocks.

After each meeting, Zocks analyzes your meeting and highlights potential updates for your client's personal data in Black Diamond. Zocks compares your meeting notes with existing Black Diamond data and suggests new or modified data records for you to review and save.

To update an existing Black Diamond contact with new information discovered in your meeting, open the meeting from the Past meetings section and click the Black Diamond icon next to the client's name in the Participants section.

Zocks will display your client's current Black Diamond data (if there's any) next to any new details automatically captured during your meeting. For each section where information can be updated, you'll see both the old data and the suggested update, with checkboxes so you can choose exactly which changes to keep.

No updates are saved unless you choose them - you always have full control. By default, all checkboxes are selected. Simply uncheck any sections where you don't want to keep the suggested update or want to keep the original Black Diamond data. Review all the updated information before making changes. When you're ready, click Update. Only the sections you've left checked will be updated in the client's Black Diamond profile.

Default Meeting prep templates now include portfolio management information automatically. For synchronized contacts, your Meeting prep will automatically use and include Black Diamond information when you're using the system default templates.

If you're using custom templates, make sure to include a portfolio management section in your templates for Black Diamond information to appear.

You can define your own template and data will appear according to your preferences, but here is an example template section:

[Provide a detailed bulleted breakdown of the client's current portfolio status. Use bullet points to organize all information clearly. Include: asset allocation with specific percentages and dollar values for each category (equity, fixed income, alternatives, cash); account-by-account balances with registration types and current values; recent transaction history with dates and amounts; model adherence status and any drift from target allocations; top individual holdings with weights and performance returns; risk metrics and scores; stress test or scenario analysis results; and any upcoming portfolio deadlines or required actions. List each detail, item, and amount separately with comprehensive information available in the data.]

Available on:

You can type your own question in the free text chat, and in just seconds, the Ask Anything AI Assistant will gather information from Black Diamond, past meeting data, and your connected CRM to provide instant answers with the financial details you need.

Your Zocks AI Assistant helps you respond to clients efficiently by automatically pulling relevant information from your meeting history, connected CRM, Financial Planning, Client Profiles and Black Diamond.

The email reply generation feature is only available on the Ultimate subscription with early access upon request. Please contact your Account Executive for more information.