Big investment reporting for the independent wealth manager

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