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About Us
At Black Diamond Performance Reporting™, our mission is to provide a highly valuable, customizable
performance reporting solution to independent wealth managers and financial
advisors. Founded in 2003, we use the Microsoft .NET platform to
provide our clients with a robust Internet based application to view the
performance of their assets under management. Using an Internet
application allows wealth managers to access performance reporting from remote
locations and eliminates the need to install
and run costly software.
We view our clients as partners and work with them to ensure that our solution
is flexible in meeting their performance reporting needs. Driven by this
partnership mentality, our goal is to provide industry leading performance
reporting that helps independent wealth managers drive revenue and increase
productivity and efficiency. Black Diamond is a privately held company that
seeks the opportunity to learn more about your performance reporting
needs. We are eager to put our application and experience to work for you today.
For a complete demonstration of our products and services, please contact us via e-mail or by calling
us at (904) 241-2444 to set up an online walk-through or to
schedule an onsite meeting.
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