video1.0<iframe src="https://www.loom.com/embed/abd3ce7dd72141f8bc7ff52f276ebb42" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/abd3ce7dd72141f8bc7ff52f276ebb42-6c2e9ffe92b00c7b.gif126.746In this video, I demonstrate how to link a Luminary client to a relationship in Black Diamond and then connect entities and accounts between the two platforms. I show the process step by step, from accessing the lock icon to syncing data and managing valuation details. Viewers are instructed to link portfolios and underlying valuation data, providing seamless integration between Luminary and Black Diamond.