Efficient Portfolio Management,
Engaging Client Reports
Transform how you manage portfolios and communicate results to clients with intuitive portfolio management tools, reliable data, and flexible client-ready reporting.
Centralized Control
Access all client data, reports, communication, and portfolio management tools from a single command center.
Extensive Data
Use an endless combination of data points and date ranges from reliable, clean data.
Dynamic Portfolio Metrics
Monitor client portfolios using interactive metric cards like performance, allocation, or activity summary.
Full-Service Support
Get back-office support to audit your data, run and batch quarterly statements, and post reports to your client's portal.
It's clear to us that when we go into a meeting with a client or prospect, we have state-of-the-art materials, higher quality, more thorough, more customizable. Clients look at it and say, 'Wow, this is really good.'
ESSEX FINANCIAL GROUP
Impactful Client-Ready Reporting
Create reports that highlight the details your clients care about.
Use intuitive drag-and-drop features to present portfolio and performance data in engaging graphical formats. Instantly generate branded, batch, or ad-hoc reports, streamlining how you showcase client strategies.
Portfolio Overview
Through an endless combination of data points, date ranges, and drag and drop page ordering, you can tell your story in a way that resonates with your clients.
Fixed Income Analysis
Improve clarity by using supplementary data points designed to help investors understand the composition of their fixed income portfolio.
Portfolio Appraisal
Enjoy the flexibility of Black Diamond by breaking down your investors' holdings in a way that complements your value proposition.
Black Diamond Insights
Deliver Excellence at Every Corner of Your Business
