TESTIMONIALS

William S. Decker - Decker Wealth Management, LLC,
"Since starting our firm one year ago, perhaps the best decision we've made was to go with Black Diamond. The system, and their personnel, have been phenomenal to work with. Specifically, my dedicated client advocate has been an enjoyable and valuable resource. From the beginning, they (and really anyone at Black Diamond we've had the pleasure of working with) have felt like a member of our team, not merely a vendor or support rep. Our clients are thrilled with the look, feel, and functionality of your system - truly, it's been a differentiator for us in our market."

Blaine Lourd - Lourd Capital Management, Los Angeles
"We were working with [a competitor] and wanted something more customizable and user friendly. Black Diamond is flexible. At Black Diamond they develop customizable reports for our clients. Black Diamond looks better and it's easier to use, but most importantly the CPAs and the Lawyers we work with love it and can pull all of the general bookkeeping information off the BD site.

I've enjoyed the people who work at Black Diamond. All of them professional and eager to put out a cutting edge game changing reporting service. I would most certainly recommend this to other advisors."

Philip DeMuth, Ph.D. - Managing Director, Conservative Wealth Management LLC, Los Angeles
"I was spending at least two weeks every quarter reconciling downloads, running reports, printing reports, and mailing them off to clients. The only valuable piece of this was the review of client accounts that happened along the way. Now all the busywork is outsourced to Black Diamond. Clients can log on and see for themselves how they are doing any time they want, and I can concentrate on the important part -- managing their portfolios.I am no longer harried and unhappy for two weeks at the end of every quarter as I rush to get all reports out.

I can instantly see how a client is doing compared to my model without reconciling data, running reports, and exporting the data to Excel spreadsheets for analysis -- and Heaven help me if they had any outside accounts I wanted to consider at the same time. Now I just go straight to the analysis. This allows me to spend my time on higher-level skills where I have a comparative advantage. I can grow my business without the headache of adding staff. "

John Turner, CFP® - Franklin, Turner & Welch LLC, Houston, TX
"We needed current, reliable and flexible portfolio performance reporting for our clients. We are now able to quickly produce performance reports for clients on an ad-hoc basis, with much greater flexibility regarding the timing of the reports. In addition, we have found the product very useful for our own internal analysis of investment recommendations, both on an overall firm-wide basis and well as for individual client portfolios. In addition, the web-based system is very user friendly and allows easy access from any location with internet capability. "

Philip J. Floyd CFP™ - CFS, Advisory Representative, Smith Anglin Financial, Dallas, Texas
"When we were looking for a new service, we looked at six other companies. BDPR did so much more, it was more flexible, and maybe more than we actually needed. But with it, you can do anything that you want. It's amazing. As a new client, the whole transfer process was very scary. But they have an entire department that helps you. It was great, we were really impressed. The past performance data we had to give them wasn't the best - in fact, we didn't think they could even work with it. All the other firms told us they couldn't. They really spent a lot of time with us, and transition was really smooth."

Matthew T. Berquist, CFP® - Vice President, Intrepid Capital Management, Inc., Jacksonville Beach, FL
"We wanted a platform that gave us daily performance reporting, allocations, weightings and targets for our clients and their portfolios. We also wanted to report on our client's assets that were held away from us for portfolio management and financial planning reasons. [Black Diamond has] easy to use reporting with all the necessary information at your fingertips for portfolio management, and for client reviews. Black Diamond is a very intuitive platform and the visual/graphical nature makes it simple for clients to understand."