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Black Diamond Performance Reporting

Company Info

Company Name:
Data Last Updated:
  • February 10, 2011
Data Verified by Company:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (904) 241-2444
Year Founded
  • 2003
Number of Employees:
  • 75

Software Overview

Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 250

PMS Features

Types of Reports
Number of Built-In Reports:
  • 100
Advisors Access to Data:
Billing Functionality:
User Interface:
Other Major Functionality:
Client Portal:


Pricing Based By:
Initial Training:


Outsource Solutions:
Portfolio Management Systems:
Account Aggregation:
Financial Planning:
Document Management:
Client Portals:
Form Fill:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:


Security Functionality:
Other Security Enhancements:
  • None
Black Diamond Performance Reporting™ is the leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. Our mission is to support and cultivate advisor greatness by providing the best combination of technology, service and innovation in the industry. Black Diamond's innovative BlueSky platform empowers advisors to customize a dynamic web interface to the unique needs of their firm and each individual user.
Black Diamond aggregates and distills 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.

About Black Diamond

Founded in 2003, Black Diamond Performance Reporting™ offers a powerful tool for advisors and wealth managers by providing unbiased, outsourced investment performance reporting. The Black Diamond solution is a highly customizable, web-based performance reporting solution that provides accurate, timely and meaningful data allowing advisors and wealth managers to tell their investment performance story. Using its proprietary reconciliation engine, Black Diamond reconciles its clients’ data on a daily basis so advisors and wealth managers always have the most current reporting information available at their fingertips. Black Diamond Performance Reporting™ is headquartered in Jacksonville, Florida, with offices in San Francisco and Dallas.


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