portfolio management Integration
Jump +Black Diamond
Black Diamond is a portfolio management and reporting platform used by advisors to manage client accounts, performance and reporting. Connect Black Diamond to Jump to bring portfolio and account context directly into pre-meeting prep so advisors walk into client conversations informed and prepared.
Key Benefits
More confident client conversations
Review portfolio balances, accounts, and key details before meetings without switching systems.
Better preparation, less scrambling
Spend less time hunting for portfolio data and more time focusing on the conversation ahead.
A clearer client picture
Combine portfolio context with meeting history and CRM data in one workspace.
Consistent client experience
Ensure every meeting starts with the same up-to-date portfolio information.
Feature Details
Portfolio data in pre-meeting prep
Black Diamond account and portfolio information appears directly in Jump’s pre-meeting prep.
Account & registration visibility
View client accounts and registration details alongside other client context.
Portfolio balances & activity
Reference balances, allocations, and recent account activity ahead of meetings.
Automatic data refresh
Portfolio data updates automatically to reflect the most current available information.
How it Works
Connect Black Diamond to Jump
Authenticate Black Diamond from Jump’s integrations settings.
Import portfolio context
Client portfolio and account data is pulled into Jump automatically.
Prepare for meetings
Portfolio information appears in pre-meeting prep for relevant clients.
Resources
Onboarding Webinar
Join a live, daily walkthrough to get set up and ask questions in real time.
Customer Support
Get account help, product support, or give feedback.