Weekly, monthly, ongoing
Black Diamond
Your live portfolio and book. The live-book side of 13F, ADV and client-relationship checks. Used by: 13F Intelligence, Form ADV Monitoring, Client Relationship Monitoring.
Integrations and data
What Glynac Reads, And How Often
Glynac reads from the systems you already use and from public sources.
Sources
Six Sources, Each With A Job
Daily
Microsoft 365
Outbound marketing email and attachments from connected mailboxes. Used by: Marketing Compliance.
Quarterly source, weekly checks
SEC 13F filings
Quarterly institutional holdings, up to about 45 days after quarter-end. Used by: 13F Intelligence.
Weekly, monthly
Form ADV Part 2A
Your brochure, matched to your firm by CRD number. Used by: Form ADV Monitoring, strategy drift.
Daily
Public vendor sources
Real, citable sources about the vendors on your list. Never a lone rumor or a social post. Used by: Vendor Due Diligence.
Ongoing
Contact history
Email, calls, meetings and notes over a 90-day lookback. Used by: Client Relationship Monitoring.
What runs where
What Each Workflow Needs
Say so early rather than late.
| Workflow | Needs | Cadence |
|---|---|---|
| 13F Intelligence | Black Diamond | Weekly and monthly |
| Form ADV Monitoring | Black Diamond and your CRD number | Weekly |
| Marketing Compliance | Microsoft 365 | Daily |
| Vendor Due Diligence | Nothing connected. Works standalone | Daily |
| Client Relationship Monitoring | Black Diamond | Ongoing |
Limits
Limits We State Upfront
Knowing what a signal can and cannot tell you is part of reviewing it well.
- Glynac reads Form ADV Part 2A only. It does not read Part 1, Part 2B or Form CRS.
- Marketing review covers connected Microsoft 365 email and attachments. Other channels are not covered.
- Email subject and body text are privacy-masked before review. Text extracted from attachments is not masked yet.
- 13F data is quarterly and never live. Findings are stated “as of” a named quarter.
- Client monitoring begins the first time someone asks about that client.
- Clone-risk checks are not available for books under about $100M.
Questions
About Data And Setup
It depends on the workflow. Vendor Due Diligence needs none. 13F, ADV and client-relationship checks need Black Diamond. Marketing Compliance needs Microsoft 365.
No. Glynac reads from them. They remain the source of truth.
Tell us about your stack on the first call. We say early what fits today, rather than late.
Request a demo
Check Your Stack Against The Workflows
Tell us what you run and we will say which workflows apply today.
