The Answers
Advisors Need
Without the Chasing
WealthIris connects directly to Black Diamond and gives your team instant, traceable answers in plain English. No estimates. No back-office delays. No guesswork.
proud partner of
850K+
Queries processed from live data since 2020
1.7M+
Proactive alerts fired automatically to date
~2 hrs
Saved per advisor per day — time returned to clients
One question. Every system. An instant answer.
WealthIris sits above Black Diamond, giving advisors a single place to ask questions and get reliable, traceable answers in plain English. No report requests. No waiting. No risk of a number you can’t stand behind. And if you have other systems, we can integrate with them too - just let us know.
Ask in Plain Language
No report requests. No back-office delays. Ask a question, get the answer, move on.
Proactive Alerts
Know about concentration risks, data gaps, and account changes before your clients do.
Answers from your data, not from AI
Every number WealthIris surfaces comes directly from your system of record. Not estimated, not inferred. The same figure your back office would find if they ran the report themselves.
Works With What You Have
No rip-and-replace. WealthIris layers above your current stack and enhances it from day one.
The core distinction
Two types of AI. One you can stake your license on.
ChatGPT, Copilot, and Gemini are all built on the same probabilistic foundation. Understanding what that means determines whether you can trust the answer.
The “best guess” engine
Generates the most statistically likely answer based on patterns. Fast and fluent — genuinely excellent for drafting and research. But it can be wrong, and it won’t always tell you when.
Probabilistic AI
“What is this client’s tech exposure?” A generic model can average similar client profiles and gives you a plausible-sounding number - and you have no way to audit it.
Right for: emails, meeting notes, research, drafting
The “from your data” engine
Queries your actual systems of record directly. No estimation. If the answer exists in your data, WealthIris returns it with a source citation. If it doesn’t exist, WealthIris says so. It never invents an answer.
Computed Analytics
“What is this client’s tech exposure?” WealthIris pulls the live figure from your portfolio system. Ask again tomorrow: same method, updated data.
Right for: financial analysis, compliance, client-facing answers
How It Works
Ask. We query. Your data answers.
01
You ask.
Type any question about a client, account, or your entire book. Plain English. No specific format required, you ask the way you’d ask a colleague.
02
We ask your system.
WealthIris translates your question and queries Black Diamond directly. Your data never leaves your system.
03
Your data answers.
The number comes from your system of record. Not estimated. Not generated. The same figure your back office would find — returned in seconds.
What firms are saying
Advisors asked. WealthIris answered.
Your team is already asking the right questions. WealthIris makes sure they get answers.
Built for firms running Black Diamond, we get you live with insights, alerts and queries in days.