Get started with Mili + 
Black Diamond

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How it works

Head to Settings → Integrations → Click "Connect Black Diamond → Authorize.
Select a household or relationship. Mili fetches a full client snapshot.
Mili preps you for meetings with the right financial data and charts.
Ask client-specific questions, answered with live Black Diamond data.
Run general queries across your Black Diamond data in Mili Office.
You can customize skills in Mili Office or configure custom objects

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Frequently Asked Questions

01
What Black Diamond data can Mili access?

Mili fetches a comprehensive client snapshot, relationships, contacts, accounts, portfolios, holdings, asset allocation, fixed income positions, cost basis and tax lots, transactions, timeline posts, and more. This gives Mili rich financial context for meeting prep, client reviews, and queries.

02
How does this help with meeting prep?

Before a meeting, Mili pulls the household's financial picture from Black Diamond and lays out the key data and charts. You walk in ready, without digging through screens to reconstruct where things stand.

03
Can I ask Mili questions about a specific client?

Yes. With Ask About Client, you can ask client-specific questions and Mili answers using that household's Black Diamond data, accounts, holdings, allocation, transactions, and more.

04
Can I run broader queries across my Black Diamond data?

Yes. You can run general queries in Mili Office and get answers grounded in your Black Diamond data, so you find what you need fast without switching tools.

05
Does Mili continuously access our Black Diamond data?

At Mili, we believe in intentional data access. Mili fetches a client snapshot when you select a household or relationship, so data comes in on demand rather than constantly syncing in the background.

06
What determines Mili's access in Black Diamond?

The integration respects your existing Black Diamond permissions. If you can see it in Black Diamond, you can access it through Mili. Your security model stays intact.

07
How can I verify the accuracy of answers in Mili Office?

Every answer in Mili Office includes source links showing exactly where the information came from. This grounding approach enables you to verify key outputs and reduces the risk of AI hallucinations.

08

Ready to connect Mili with 
Black Diamond
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

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