Stay Focused on Business Realities.
Review actionable insights to make critical decisions and solve for regulatory challenges.With nuanced and reliable data, you can easily take the pulse of your business or review virtually any data point for customer reporting or compliance oversight.
Data focused on key metrics to quickly assess your current business, identify trends and outliers, and examine the finer details of both advisor performance and your client relationships.
Data Mining, Monitor Dashboard, and Business Intelligence features provide different views that not only proactively monitor a book of business, but also detect anomalies that require investigation.
Custom or prebuilt query templates can be scheduled and automatically shared to provide instant access to the data you and your compliance officer need.
You define firm-wide access levels to securely control platform usability, making oversight manageable.
Our business model is all about helping advisors grow by providing common sense compliance support, multi-custodial options, and a first-class tech stack. Black Diamond’s commitment to innovation is a primary reason why we chose them as our portfolio accounting and reporting solution. Since we add new advisors to our firm every quarter, our needs continually evolve. Black Diamond’s leaders collaborate with our team to find creative solutions for a dynamic marketplace and financial professional profile.
Michael BryanCEO Triad Hybrid Solutions
Gain access to tools and services that enable you to effectively manage your oversite initiatives.