WEB-BASED, OUTSOURCED PORTFOLIO MANAGEMENT AND REPORTING
Black Diamond Performance Reporting™ helps wealth managers and their clients by providing unbiased, outsourced investment performance reporting. We receive daily, automated data extracts from multiple accounting systems/platforms and reconcile the data to ensure accurate performance results. No manual data entry is necessary. Black Diamond provides access to performance via a dynamic, feature-rich Internet application that is customized in a way that is meaningful and significant to each wealth manager. Our application provides on-the-fly performance reports that are designed specifically for each firm. Firm customization allows advisors to “tell the story” behind their wealth management strategy and subsequent results.
Let Black Diamond help you with your wealth management process by providing the performance
reporting capabilities to assist you and your clients in successfully achieving your client's wealth
management goals. Please continue to browse our website for more information. If you'd like
to contact us, please do so via e-mail or by calling us at
