Data Done Right
Start your day with immediate access to accurate and up-to-date information.Accurate and dynamic data allows you to operate efficiently and confidently. On your behalf, an expert team automatically performs daily data aggregation and reconciliation to the asset level.
Extensive data comes from hundreds of sources such as direct custodian feeds, the Advent Custodial® Data network, and third-party account aggregators. At no additional cost, supplemental details are added such as prices, indexes, and ratings.
The highest security standards are built into the platform and monitored by seasoned data and privacy professionals. Access is granted via multi-factor authentication, device registration, and permission controls.
Audit tools are used to identify changes, outliers, and discrepancies. Exceptions are then handled automatically so the platform contains quality data.
Alternative investment tracking enables you to add assets and pricing so the marketable data is reflected accurately in reporting.
Self-serve tools give you process awareness and the capability to analyze, monitor, and make necessary changes.
Before undertaking our transition, one of our biggest concerns was the data conversion from our prior system. Black Diamond’s team lead us through a methodical process, resulting in a high-quality conversion. Their team is knowledgeable, thorough, and tireless in their efforts to help get it done. It was a successful, well-managed process, from start to finish.
Stephane BouvelCFP® Bouvel Investment Partners, LLC
Jennifer Kirksey from Tolleson Wealth Management discusses why the ability to bring in over 20 years of data helped her firm select Black Diamond.
The daily reconciliation process is thorough, timely, and focused on data quality.