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

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CRM / OFFICE MANAGEMENT
INTEGRATIONS
Integration
Integration

PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration

FINANCIAL PLANNING
INTEGRATIONS
Integration