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INTEGRATION RELATIONSHIPS

IPS AdvisorPro

BLACK 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.

We "play well" with these other software programs . . .

 


CRM / OFFICE MANAGEMENT
INTEGRATIONS
Integration
Integration

PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration


FINANCIAL PLANNING
INTEGRATIONS
Integration







PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS




Advisor Products
ByAllAccounts
LightPort
E*Assist
Xlr8