What is Black Diamond software used for?
The Black Diamond Wealth Platform is the comprehensive wealth management solution encompassing portfolio management, reporting, rebalancing, outsourced reconciliation, and client communication.
What is BDReporting?
@BDReporting. Black Diamond Performance Reporting™ is the leading provider of web-based, outsourced portfolio management & reporting platforms for advisors & wealth managers.
How does Black Diamond calculate performance?
Net-of-fee Performance: Net-of-fee performance shown is calculated by Black Diamond (an Advent Company) and reflects the deduction of actual management fees charged by LIM and any applicable trade fees charged by Charles Schwab.
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Who owns Black Diamond financial?
Harbor View Advisors, LLC served as exclusive financial advisor to Black Diamond Performance Reporting LLC, a leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors, in its $73 million sale to Advent Software, Inc.
What is Black Diamond portfolio management?
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers. The Black Diamond Rebalancer offers notifications on drift, portfolio cash needs and tax loss harvesting opportunities.