How to Connect Claude to Your SS&C Black Diamond Account Using Truthifi

Searching for "Claude SS&C Black Diamond"? You're in the right place. SS&C Black Diamond is the portfolio management and reporting platform used by more than 3,000 wealth management firms — independent RIAs, broker-dealers, and family offices managing more than $3.6 trillion in assets and 800,000 active users. It handles multi-custodian household views, real-time performance reporting, rebalancing, and — since July 2025 — integrated investment management services directly in the platform. Your holdings, performance history, fee detail, and multi-custodian account structure have lived in the Black Diamond web portal. Until now, asking "Claude for SS&C Black Diamond" meant exporting reports, pasting them into Claude, and losing the household context that Black Diamond's architecture is built around.

Truthifi changes that. With a Claude SS&C Black Diamond connection using Truthifi, Claude can see your live Black Diamond account holdings, performance, allocations, and fees through an Anthropic-supported MCP custom connector. Truthifi normalizes your data on connection from the BAA and Yodlee aggregation feeds: it stitches multi-custodian account history, resolves security-name inconsistencies, and fills timeline gaps so Claude reasons about reliable data. The connection is read-only, never stores your Black Diamond portal credentials, and cannot move money, place trades, or alter any portfolio or household setting.

This guide walks you through setup (about 5 minutes), what Truthifi allows and blocks with your Black Diamond data, and the kinds of long-form analyses Claude handles especially well on a complex multi-custodian portfolio platform.

Before you begin, you'll need:

• A paid individual Claude subscription (Pro or Max). Custom connectors are only available on paid individual plans. Free accounts cannot add custom connectors.

• A Truthifi account with at least one linked financial institution.

2. What You Need

• Active SS&C Black Diamond account with portal access (advisor or client login)

• Claude Pro plan ($20/mo) — required for custom MCP connectors

• MFA enabled on your Black Diamond login

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Want to try Perplexity instead? See /connect/perplexity-black-diamond

3. How to Connect Claude to Your SS&C Black Diamond Account

Ready to connect Claude to financial accounts? Here's how to link Claude to your SS&C Black Diamond profile using Truthifi.

1. Open Settings in Claude. Go to claude.ai. Click your profile → Settings → Connectors.

2. Add the Truthifi connector. Choose Add custom connector. Enter Name: Truthifi, MCP URL: https://api.truthifi.com/mcp. Click Connect.

3. Authorize your Black Diamond accounts. Claude redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, choose SS&C Black Diamond from the institution list, complete the BAA/Yodlee aggregator handoff with your Black Diamond portal credentials plus MFA, and select which accounts (individual taxable brokerage, retirement accounts, trust accounts, managed accounts, family office portfolios, alternative investments, custodial accounts) to share with Claude.

4. Enable Truthifi when needed. In any new chat, click + → Integrations → toggle Truthifi on. You may need to re-enable Truthifi in some new conversations.

5. Verify the connection. Send: "What is the total value across all my connected Black Diamond accounts, broken out by custodian, account type, and asset class?" If Claude responds with your actual figures, you're live.

[Connect Claude to SS&C Black Diamond →]

Your SS&C Black Diamond account is now linked to Claude for live, read-only multi-custodian portfolio analysis.

4. Example Prompts for Claude

• Multi-Custodian Household Memo — "Aggregate all my Black Diamond accounts across every custodian. Write a 1,500-word household memo covering total AUM, the complete asset-class mix, how each custodian account contributes to the whole, fee drag by account, and the top two things I should raise with my advisor at the next review."

• Performance Attribution Report — "Review my Black Diamond account performance over the trailing 12 months and year-to-date. Write a structured attribution report comparing each account to a relevant benchmark, breaking down what drove the gap — asset allocation, security selection, or fee drag — and the implications for rebalancing."

• Fee Transparency Analysis — "Pull all advisory fees, fund expense ratios, and platform costs across my Black Diamond accounts. Write a detailed breakdown by account and custodian, express the all-in cost in dollars and as a percentage of assets, and flag any account where total costs exceed 1.5% annually."

• Managed Account Drift Review — "For each Black Diamond managed account (UMA/SMA), compare current holdings to stated target allocations across all custodians. Write a prioritized rebalancing memo identifying every asset class drifted more than 3% from target, with recommended trade directions and dollar amounts."

• Family Office Consolidated Report — "Aggregate all Black Diamond family office portfolio accounts into one entity view. Write a structured report covering total assets by entity, the combined asset-class mix, alternative investment exposure, and any concentration risks across the family."

• Trust Account Fiduciary Review — "Analyze my Black Diamond trust accounts in detail. Summarize holdings, current value, and performance. Flag anything in the allocation that looks unusual for a fiduciary trust mandate — concentrated positions, illiquid alternatives, or asset classes that appear to drift from a prudent-investor standard."

• Alternative Investment Deep Dive — "Pull all alternative investment positions in my Black Diamond accounts. Explain what each one is, its role in the portfolio, its illiquidity and redemption profile, and whether the aggregate alternatives weighting appears appropriate relative to the overall household mix."

• Year-End Household Summary Memo — "Write a year-end Black Diamond household summary: starting and ending total value, net contributions and withdrawals, performance vs. benchmarks across custodians, total fees paid, and the most important portfolio action heading into the new year."

5. Why Truthifi?

5.1. Security

Your SS&C Black Diamond portal username and password never touch Truthifi's servers. Authentication occurs through Black Diamond's aggregator partners (BAA and Yodlee), creating a read-only, protocol-enforced connection secured with AES-256 encryption. Claude receives only scoped data tokens, never your Black Diamond credentials. You maintain complete control and can revoke access anytime from your Black Diamond portal settings or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from SS&C Black Diamond or any institution. You decide which specific accounts Claude can see, with selective per-account permissions. Data is not sold to third parties, and connecting Claude does not grant access to any other AI you have connected through Truthifi.

5.3. Audit Trail

Every MCP data request is logged for Claude transparency. When Claude accesses your Black Diamond data, the timestamp and specific data retrieved is recorded automatically. You maintain full visibility into which account details were accessed and when. Audit logs are available in your Truthifi dashboard.

5.4. Data Quality

Black Diamond delivers raw account data through its aggregator partners across multiple custodians. Security strings, custodian labels, and position metadata can vary. Truthifi rebuilds that history from the BAA and Yodlee aggregation sources, normalizes security and ticker names, and resolves multi-custodian timing mismatches so Claude sees a clean, complete Black Diamond household picture.

6. About Claude

Claude, built by Anthropic, is a conversational AI especially strong at long-form reasoning, careful explanations, and structured writing — all of which map well to the complexity of a multi-custodian platform like SS&C Black Diamond. The Claude Pro plan ($20/mo) is required to use custom MCP connectors. Free Claude accounts cannot add MCP connectors.

For SS&C Black Diamond specifically, Claude is excellent at multi-step analyses — household consolidation memos, performance attribution reports, fee transparency analyses, trust fiduciary reviews, and year-end summaries across complex multi-custodian structures. Claude tends to ask clarifying questions, show its work, and produce well-organized output. That thoroughness suits the kind of decisions Black Diamond platform users often face: large household portfolios spanning multiple custodians and account types.

7. About SS&C Black Diamond

SS&C Black Diamond (officially Black Diamond Wealth Solutions) is a cloud-native portfolio management and client reporting platform for independent RIAs, broker-dealers, and family offices. Founded in 2005 and headquartered in Jacksonville, Florida, Black Diamond was acquired by Advent Software in 2011 and then by SS&C Technologies in 2015 when SS&C paid $2.7 billion for Advent. In 2024, SS&C unified its Black Diamond, Accord, Salentica, and family office platforms under the single Black Diamond Wealth Solutions brand. In July 2025, SS&C Black Diamond launched Black Diamond Investment Management Services, integrating portfolio management, trading, and client engagement capabilities directly into the platform.

As of 2025, Black Diamond serves more than 800,000 active users across more than 3,000 wealth management firms managing more than $3.6 trillion in assets.

• Headquarters: Jacksonville, Florida

• Founded: 2005

• Parent: SS&C Technologies

• Platform scale: More than $3.6 trillion in assets across more than 3,000 firms and 800,000 active users (2025)

• Authentication: Firm-provisioned credentials + MFA via the Black Diamond web portal

• Data aggregators: BAA, Yodlee

• Supported account types: Individual taxable brokerage, retirement accounts (IRA, Roth IRA, 401(k)), trust accounts, managed accounts (UMA/SMA), family office portfolios, alternative investment accounts, custodial accounts

SS&C Black Diamond website → · About SS&C Black Diamond →

8. Frequently Asked Questions

Is it safe to connect my SS&C Black Diamond account using Truthifi?

Yes. Your Black Diamond login happens on Black Diamond's own authentication screen through the aggregator handoff (BAA and Yodlee). Your username and password never pass through Truthifi's servers. Claude receives only a scoped, read-only data token — it cannot move money, place trades, change a rebalancing instruction, or alter any Black Diamond setting. Every data request is logged, and you can revoke access from your Black Diamond portal or your Truthifi dashboard at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

What can Truthifi actually do with my Black Diamond data?

Truthifi pulls holdings, multi-custodian allocations, performance history, advisory-fee detail, and account metadata from your Black Diamond accounts and exposes them to Claude through a read-only MCP connector. Claude can write household memos, run performance attribution, analyze fees, review trust fiduciary alignment, and surface drift across custodians. It cannot move money, trade, rebalance, or change Black Diamond settings.

Do I need a paid Claude plan to use this with SS&C Black Diamond?

Yes. To use Claude with Truthifi, you need a Claude Pro subscription at $20/mo or higher. Custom MCP connectors are gated to paid Claude plans. Free Claude accounts cannot add the Black Diamond integration.

Where is my Black Diamond data stored?

Your holdings and performance data is fetched on demand from Black Diamond's aggregator feeds via Truthifi, used during the active Claude conversation, and not retained in Claude memory between sessions. Truthifi caches a normalized history so Claude has consistent context, and you can clear it from your dashboard at any time.

How do I disconnect Claude from Truthifi?

Open Settings → Connectors → find Truthifi → Disconnect. You can also revoke access from your Black Diamond portal or your Truthifi dashboard. Disconnecting Claude does not affect any other AI you have connected through Truthifi.

How does Truthifi compare to other options for SS&C Black Diamond?

What about my financial advisor or RIA firm?

Claude does not replace your advisor or the RIA firm running on Black Diamond. Your advisor handles model selection, rebalancing, suitability, and money movement. Claude — with read-only Black Diamond data using Truthifi — helps you prepare for reviews, understand your multi-custodian household, and ask better questions between meetings.

Can Claude write a year-end household memo using my Black Diamond data?

Yes — and this is one of Claude's strengths. Claude can pull your full Black Diamond household picture across all custodians and produce a structured year-end memo covering total value change, performance vs. benchmarks, fees paid, net contributions, and the most important actions heading into the new year.

How is Claude different from ChatGPT for Black Diamond analysis?

Claude tends to write longer, more structured analysis and is more willing to show its assumptions — useful for trust fiduciary reviews, multi-custodian performance attribution, and fee transparency reports. ChatGPT tends to be faster and more conversational. Many users keep both.

Can I connect both Claude and ChatGPT to my Black Diamond account?

Yes. Each AI connection using Truthifi is independent. Connecting Claude does not expose your Black Diamond data to ChatGPT, and vice versa.

Does this replace the Black Diamond portal?

No. The Black Diamond web portal remains the system of record for your accounts. Claude + Truthifi is for analysis, writing, and decision support.

Is there a free Claude path for this?

No. Custom MCP connectors are gated to Claude Pro ($20/mo) or higher. If cost is a blocker, Truthifi also supports free or lower-cost AI clients (including OpenClaw).

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets Claude talk to external data sources through a structured, read-only interface. Anthropic, the company behind Claude, co-developed MCP, so Claude is one of the most natural homes for an MCP-based portfolio platform connector. When you connect Claude to SS&C Black Diamond using Truthifi, you are using a Truthifi MCP server — infrastructure that translates Claude's natural-language requests into safe, scoped MCP API calls against your live Black Diamond data.

Truthifi runs MCP servers across finance: MCP banking, MCP investment, MCP brokerage, MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For SS&C Black Diamond, the MCP investment integration covers managed accounts, UMAs, SMAs, family office portfolios, and alternative investments across all connected custodians.

For developers, Truthifi's MCP API is documented for custom MCP integration work — building dashboards, internal tools, or routing Black Diamond multi-custodian data into other MCP-aware clients. The same security model applies: no credentials, read-only scopes, full audit trail.

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• ChatGPT + SS&C Black Diamond guide

• Perplexity + SS&C Black Diamond guide

• Grok + SS&C Black Diamond guide

• OpenClaw + SS&C Black Diamond guide

Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform and is not affiliated with SS&C Black Diamond or SS&C Technologies. This guide reflects current product functionality as of June 2026.

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Title: Claude SS&C Black Diamond — Connect Using Truthifi | AI Portfolio Analysis Meta Description: Connect Claude to your SS&C Black Diamond account using Truthifi. Live holdings, multi-custodian household memos, fee transparency, read-only MCP connector. Setup takes 5 minutes. H1: How to Connect Claude to Your SS&C Black Diamond Account Using Truthifi Canonical URL: https://truthifi.com/connect/claude-black-diamond