Contact Information
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Firm Information
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Asset Under Management:
		--Select-- $0-$50M $50-$100M $100-$250M $250-$500M $500-$1B $1B-$1B+
Current Registration or Affiliation:
		--Select-- Registered investment advisor (RIA) National brokerage firm Independant broker-dealer affiliation Insurance broker-dealer affiliated Trust company Bank
Your Interests/Needs
What Black Diamond services are you most interested in learning about?
		--Select-- Reconciliation Aggregation Performance Reporting Client Portal Billing Business intelligence
What are some of the biggest challenges that you face today as it relates to your current portfolio management and reporting platform?
		--Select-- Performance reporting Data completeness and/or accuracy Reconciliation Operational workflow Level of customization Scalability Technology Integration Usability of existing system
Referral/Additional Information
How Did You Hear About Black Diamond?
		--Select-- Referral from current Black Diamond client Referral from custodian Industry trade show Press coverage or article Word of mouth
Anything else you would like us to know:
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