Black Diamond Performance Reporting

In the News ››  Black Diamond identified as a performance reporting gem by Joel Bruckenstein in Financial Advisor Magazine (April 2006).

Black Diamond Performance Reporting™ provides daily, fully outsourced investment performance reporting to wealth managers and financial advisors via an industry-leading Internet based application. Our solution provides:

Daily Reconciliation and Returns
Flexible, Customizable Reporting Levels
Ad Hoc and Batch Client Report Creation
Composite Reporting and Maintenance
Cost Basis Tracking and Tax Lot Entry
An Easy-to-Use, Customizable Home Page

Outside Asset Entry
Advisor Reports

Client Billing
Target vs. Actual




Black Diamond Performance Reporting™'s solution is an integral part of the wealth management process.  We retrieve and reconcile your investment accounting data and provide a feature rich, Internet-based application to analyze performance.  Many features are customizable to meet your specific performance reporting needs.

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Black Diamond Performance Reporting™ allows you to focus on the tasks that drive revenue by providing outsourced investment performance reporting.  Our solution will help you attract new assets, grow existing assets and increase productivity.

Click here to learn how we can help you achieve higher profits with Black Diamond Performance Reporting™.





At Black Diamond Performance Reporting™, it’s our mission to provide industry-leading investment performance reporting for our clients.  We view our clients as partners and value the opportunity to receive feedback.  These relationships help us design and implement client specific options and features that help our clients maximize revenue and productivity.

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