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

Searching for "OpenClaw SS&C Black Diamond"? You're in the right place. SS&C Black Diamond is the portfolio management and reporting platform behind more than $3.6 trillion in assets across more than 3,000 RIA, broker-dealer, and family office firms. Its users — mostly advisors and sophisticated clients — need real-time performance reporting, multi-custodian household views, managed account analytics, and fee transparency. Until now, getting free, privacy-friendly AI analysis on your Black Diamond account meant either paying a monthly AI subscription or manually extracting and pasting report data.

Truthifi changes that. With an OpenClaw SS&C Black Diamond connection using Truthifi, OpenClaw — a free, open-source MCP-aware AI client — can see your live Black Diamond account holdings, allocations, performance, and fees through the same read-only MCP infrastructure that powers our paid integrations. Truthifi normalizes Black Diamond account history on connection from the BAA and Yodlee aggregation feeds, fills timeline gaps, and resolves security-name inconsistencies across custodians. Your Black Diamond credentials are never stored, and the connector cannot move money or alter any portfolio.

This guide walks you through setup (about 5 minutes), what Truthifi allows and blocks with your Black Diamond data, and how to get useful multi-custodian portfolio analysis without paying a per-month AI subscription.

2. What You Need

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

• OpenClaw client (free / open source) — desktop or self-hosted

• MFA enabled on your Black Diamond login

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Want a hosted AI option? See /connect/chatgpt-black-diamond

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

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

1. Install OpenClaw. Download OpenClaw from openclaw.org (or self-host from the public repo). Launch the client and complete first-run setup.

2. Add the Truthifi MCP server. In OpenClaw, open Settings → MCP Servers → Add Server. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Save.

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

4. Pick your local or remote model. OpenClaw works with local models (Llama, Mistral, and others) or remote API models you bring yourself. Pick one in Settings → Model. The Truthifi connector works the same regardless.

5. Verify the connection. Ask: "List all my Black Diamond accounts with current values, custodians, and asset-class breakdowns." If OpenClaw responds with your real figures, you're live.

[Connect OpenClaw to SS&C Black Diamond →]

Your SS&C Black Diamond account is now linked to OpenClaw for free, read-only multi-custodian portfolio analysis on your own terms.

4. Example Prompts for OpenClaw

• Multi-Custodian Holdings Export — "Pull all holdings across every Black Diamond account I've connected, regardless of custodian. Output a markdown table with account name, custodian, position, dollar value, and percentage weight. Save to my local notes folder."

• Fee Audit to CSV — "Calculate advisory fees and fund expense ratios across all my Black Diamond accounts. Output the all-in cost by account in dollars and as a percentage of assets. Save as a CSV I can review with my advisor."

• Drift Report Across Custodians — "For each Black Diamond managed account, compare current holdings to stated target allocations. Flag every asset class drifted more than 3% from target. Output a prioritized list by custodian and account."

• Retirement Account Summary — "Summarize the current value, asset mix, and one-year performance of my Black Diamond retirement accounts (IRA, Roth IRA, 401(k)). Output a clean markdown summary I can save locally."

• Trust Account Holdings Table — "Pull the holdings, current value, and asset-class breakdown of my Black Diamond trust accounts. Output a markdown table and flag any position that appears concentrated or unusual for a trust mandate."

• Alternative Investment Position List — "List all alternative investment positions in my Black Diamond accounts with current values, asset types, and custodians. Output a clean summary and flag any position where the value exceeds 10% of total portfolio assets."

• Local Privacy-Friendly Performance Review — "Show my Black Diamond account performance over the trailing 12 months and year-to-date across all custodians. Output a markdown table by account and custodian, and write a short paragraph on which accounts performed best and worst."

• Year-End Household Recap — "Aggregate all my Black Diamond accounts into a household summary: total value, asset-class breakdown across custodians, net contributions and withdrawals, and estimated fees paid for the year. Output as markdown and save to my local files folder."

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. OpenClaw receives only scoped data tokens. 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 OpenClaw can access. Data is not sold to third parties. Because OpenClaw can run with local models, you can keep the full reasoning chain on your own machine — no data leaves your hardware except the MCP request to Truthifi for live account values.

5.3. Audit Trail

Every MCP data request is logged in your Truthifi dashboard, regardless of which AI client made it. When OpenClaw pulls Black Diamond data into an answer, the timestamp and specific fields accessed are recorded. You can review the logs anytime.

5.4. Data Quality

Black Diamond delivers raw account data through its aggregator partners across multiple custodians. Security strings and custodian labels can vary. Truthifi rebuilds that history from BAA and Yodlee, normalizes security and ticker names, and resolves multi-custodian timing gaps — so OpenClaw and any local model you run with it work on clean data.

6. About OpenClaw

OpenClaw is a free, open-source MCP-aware AI client. It can run with local models (Llama, Mistral, and other open-weights models) or remote API models that you bring yourself. There is no OpenClaw subscription — you download the client, point it at whatever model you want, and connect MCP servers like Truthifi to give it data.

For SS&C Black Diamond specifically, OpenClaw is the right choice when you want: (1) no monthly subscription, (2) maximum control over which model sees your multi-custodian portfolio data, or (3) the ability to run analysis entirely on your own hardware. OpenClaw doesn't have the polish of the hosted assistants, but it gets you the same Black Diamond account data through the same read-only Truthifi MCP connector — for free.

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. 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 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 authentication screen through the aggregator handoff (BAA and Yodlee). Your username and password never pass through Truthifi's servers. OpenClaw receives only a scoped, read-only data token — it cannot move money, place trades, or change Black Diamond settings. Every data request is logged, and you can revoke access 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 OpenClaw through a read-only MCP connector. OpenClaw can explain your allocation, audit fees, surface drift across custodians, and write summaries to your local filesystem. It cannot move money or change Black Diamond settings.

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

No. OpenClaw is free and open source. There is no subscription. You install the client, point it at a model (local or remote), and connect Truthifi as an MCP server.

Can I run OpenClaw with a fully local model?

Yes. OpenClaw supports local models (Llama, Mistral, and others). With a local model, the reasoning stays on your hardware. The only data that leaves your machine is the MCP request to Truthifi, required to fetch your live Black Diamond account data. Privacy-focused users managing complex multi-custodian portfolios often prefer this setup.

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 OpenClaw session, and not retained between sessions unless you explicitly save it locally. Truthifi caches a normalized history so OpenClaw has consistent context, and you can clear it from your dashboard at any time.

How do I disconnect OpenClaw from Truthifi?

Open OpenClaw → Settings → MCP Servers → find Truthifi → Remove. You can also revoke access from your Black Diamond portal or your Truthifi dashboard.

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

How is OpenClaw different from ChatGPT, Claude, Grok, and Perplexity for Black Diamond?

OpenClaw is free and open-source — the others are paid hosted services. ChatGPT and Claude are polished hosted assistants with strong defaults for portfolio memos and fee analysis. Perplexity adds live web citations for benchmarking. Grok adds real-time X context for market sentiment. OpenClaw gives you control and zero recurring cost, at the price of a little more setup. For Black Diamond, the data quality is identical across all five because Truthifi is the same connector.

Can I use OpenClaw for Black Diamond without trusting any cloud AI provider?

Yes — pair OpenClaw with a local model. The only cloud touchpoint is the Truthifi MCP server itself, required to reach Black Diamond's aggregator feeds. No third-party AI cloud sees your portfolio data.

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

Yes. Each AI connection using Truthifi is independent. You can use OpenClaw for daily privacy-focused queries and Claude for occasional long-form analysis. Revoke either anytime without affecting the other.

Does this replace the Black Diamond portal?

No. The Black Diamond web portal remains the system of record for your accounts. OpenClaw + Truthifi is for analysis and local data work.

Can OpenClaw help with family office or trust account review?

Yes. OpenClaw can pull all family office portfolio accounts and trust account holdings and run analysis on your local machine. With a strong local model it can produce a detailed household or trust review. Even smaller local models can generate useful tables, drift flags, and position summaries.

Do I need technical skills to use OpenClaw?

You need a little more comfort with software setup than the hosted assistants require — installing a client, picking a model, configuring MCP. Guides are available in the OpenClaw repo. Once it's set up, day-to-day use is similar to the hosted AIs.

Who can see my Black Diamond data?

Only you, your chosen model, and the OpenClaw session you're running. If you use a local model, the model lives on your machine. Truthifi does not sell data and does not share it with advertisers.

Subject to whichever model provider you choose (or no third party, if you run local).

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like OpenClaw talk to external data sources through a structured, read-only interface. When you connect OpenClaw to SS&C Black Diamond using Truthifi, you are using a Truthifi MCP connector — infrastructure that translates the model'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. Because OpenClaw is open source, it's a great starting point if you want to fork the client, embed Truthifi's MCP connector into your own tool, or build a fully self-hosted multi-custodian investment dashboard.

• 📈 AI Investing & Trading — AI stock analysis, AI portfolio management, AI trading signals.

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• 🏦 AI Banking & Fintech — AI digital banking, AI fraud detection, AI compliance.

• 🤖 AI Financial Advisors — AI wealth management and AI financial planning.

• 🌐 AI in Finance: The Big Picture — Generative AI finance and AI applications in financial services.

• ChatGPT + SS&C Black Diamond guide

• Claude + SS&C Black Diamond guide

• Perplexity + SS&C Black Diamond guide

• Grok + 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: OpenClaw SS&C Black Diamond — Connect Using Truthifi | Free Open-Source AI Portfolio Analysis Meta Description: Connect OpenClaw to your SS&C Black Diamond account using Truthifi. Free, open-source AI client, optional local model, multi-custodian portfolio data, read-only MCP connector. Setup takes 5 minutes. H1: How to Connect OpenClaw to Your SS&C Black Diamond Account Using Truthifi Canonical URL: https://truthifi.com/connect/openclaw-black-diamond