The Black Diamond integration brings your clients and prospects from Black Diamond to Andes Risk Platform including:

  • Households
  • Investors
  • Accounts and positions


If the household comes in from Black Diamond, you will see an indicator in Andes on the Households page:



Also, you will see it in the Black Diamond integration page if the integration has been enabled and when was it last run. On Andes, kindly click on Integration > Black Diamond:

Setting up the Black Diamond integration in Andes

To ensure a smooth integration with the BlackDiamond platform, follow the steps outlined below: 

  1. Andes: Provide an email alias

Andes will provide a dedicated email alias for this process.


        2. Client: Create a login for the email alias

The client will use the email alias provided by Andes to directly request a login from the BlackDiamond platform.


        3. Andes: Complete the login setup process

Once the login request is submitted, Andes will receive an email at the designated alias, which the Andes Operations team will use to complete the login setup process.


        4. Andes: Establishing API integration

After the login is set up, the Andes Operations team will use the credentials to establish the API integration with the BlackDiamond platform. 


If you need additional integration points, please contact support@andesrisk.io, or your Andes contact.