The Black Diamond integration brings your clients and prospects from Black Diamond to Andes Risk Platform including:
- Households
- Investors
- Accounts and positions
At the moment, if you would like to bring your client and prospect data into Andes through Black Diamond integration, please contact helpdesk@advyzon.com.
Setting up the Black Diamond integration in Andes
To ensure a smooth integration with the BlackDiamond platform, follow the steps outlined below:
- 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 help, please contact helpdesk@advyzon.com, or your Andes contact.