IPS AdvisorProBLACK DIAMOND PERFORMANCE REPORTING™ provides daily, fully outsourced investment performance reporting and portfolio management to wealth managers and financial advisors via an industry-leading Internet based application.

We aggregate and distill investment accounting transaction information from multiple custodial interfaces into flexible, easy-to use investment performance reports via a dynamic, data-driven user interface. Additionally, our customized classification, reporting and benchmarking capabilities allow advisors to generate reports on demand to “tell their story” to their clients.

Member Integrations

Click here for NON-MEMBER Integrations

CRM / OFFICE MANAGEMENT
INTEGRATIONS
Integration
Integration

PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration

FINANCIAL PLANNING
INTEGRATIONS
Integration