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.