News

Black Diamond Adds Fidelity Executive to Sales Team

Former Fidelity Investments executive, Karen Lisowski, named Vice President of Sales for fast-growing performance reporting and portfolio management technology firm. more »

Black Diamond Adds Former Schwab Executive to Senior Leadership Team

Former Schwab Advisor Services executive, David Welling, brings RIA industry expertise and a strong growth and innovation track record to fast-growing performance reporting and portfolio management technology firm as Chief Solutions Officer. more »

Black Diamond Now Reports on Over 100,000 Accounts

Black Diamond Performance Reporting announced today that it now reports daily on over 100,000 custodial accounts of independent Registered Investment Advisors (RIA), making it the leading outsourced performance reporting provider to the independent RIA marketplace*. more »

Black Diamond Adds Schwab Industry Veteran to Sales Team

Former Schwab Institutional executive, Paul Linko, named Vice President of Sales for fast-growing performance reporting and portfolio management technology firm more »

Black Diamond Releases Industry Research: Technology Savings and ROI in Volatile Markets

New ROI whitepaper documents $100,000Õs in annual savings independent advisors are achieving by outsourcing portfolio management and performance reporting more »

Independent Advisor Technology Forum Launched to Help Break-Away Advisors Set Up Independent Financial Advisor Firms

A consortium of technology providers to the independent financial advisory industry, today announced the formation of the Independent Advisor Technology Forum (IATF) at www.iatechforum.com. more »

iPro One And Black Diamond Performance Reporting Team Up To Deliver Customized Financial Solutions

Announces a strategic alliance to deliver investment performance reporting services to wealth management advisors of CPA firms. more »